IOLTATrusts
IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds.
What IOLTATrusts is
IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds. It creates monthly three-way reconciliations that connect the bank statement, book balance and individual client ledgers. Those ledgers record deposits, disbursements, check numbers and running balances. A one-click audit package gathers reconciliations, transaction details, client ledgers, bank statements and signed reconciliations into a PDF. The service lists live Plaid bank feeds, QuickBooks Online synchronization and Clio matter and contact import; MyCase integration is marked as coming soon. Teams can invite bookkeepers, CPAs and paralegals with granular permissions. The product says it blocks negative balances and flags entries in period-locked periods. It is web-based, with a 14-day trial and no free plan. Starter costs $19.99/mo and includes one trust account, up to 50 active cases and two users. The company describes it as intended for solo practitioners and small law firms managing client trust funds.
Good
- Monthly three-way reconciliations tie three records together.
- Client ledgers track transactions and running balances.
- Audit package bundles records into a PDF.
- Plaid bank feeds are listed as live.
- Granular permissions for invited team members.
Watch out
- No free plan is available.
- Starter is limited to one trust account.
- Starter allows up to 50 active cases and two users.
- MyCase integration is listed as coming soon.
Who it suits
IOLTATrusts is aimed at solo attorneys and small law firms handling client trust funds. It may suit teams that need client ledgers, three-way reconciliations and audit documentation.
Verdict
IOLTATrusts focuses on trust accounting, reconciliations and audit records for legal practices. Its Starter plan begins at $19.99/mo, with a 14-day trial but no free plan.
Plans and prices
From IOLTATrusts's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $19.99 a month | 1 trust account · Up to 50 active cases · 2 users · Client ledgers and statements · Check register and deposit list · PDF and Excel exports · Three-way reconciliation · Plaid bank feed · One-click audit report package · $19.99/mo |
| Professional | $39.99 a month | Up to 3 trust accounts · Unlimited active cases · Up to 10 users · Everything in Starter · QuickBooks Online sync · Settlement statements · Dormant ledger detection · $39.99/mo |
| Firm | $69.99 a month | Unlimited trust accounts · Unlimited cases · Unlimited users · Everything in Professional · Encrypted document storage · Priority support · State IOLTA guide for all 50 states · Dedicated onboarding · Custom reporting · $69.99/mo |
The facts
Each one read from IOLTATrusts's own pages, with the date it was checked.
What it does
- Account security
- The privacy policy says multi-factor authentication using TOTP and passkeys is required for all user accounts.checked 3 Oct 2026
- Audit reports
- The one-click audit package bundles reconciliation, transaction detail, client ledgers, bank statements, and signed reconciliations into a PDF.checked 3 Oct 2026
- Client ledgers
- Per-client ledgers track deposits, disbursements, check numbers, and running balances.checked 3 Oct 2026
- Data retention
- The privacy policy says trust transaction records are retained for at least seven years and account data for 90 days after cancellation before deletion or anonymization.checked 3 Oct 2026
- Integrations
- The site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon.checked 3 Oct 2026
- Intended users
- The company says the product is built for solo practitioners and small law firms managing client trust funds.checked 3 Oct 2026
- Purpose
- IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds.checked 3 Oct 2026
- Reconciliation
- It generates monthly three-way reconciliations tying the bank statement, book balance, and per-client ledgers together.checked 3 Oct 2026
- Security
- The privacy policy says data in transit uses TLS 1.2 or higher, data at rest is stored on encrypted infrastructure, and passwords are hashed.checked 3 Oct 2026
- Support
- Starter includes email support, while the Firm plan includes priority support.checked 3 Oct 2026
- Transaction safeguards
- The product says it prevents negative balances and flags entries in period-locked periods.checked 3 Oct 2026
The company
- Maker
- IOLTATrusts is a product of Bit Base Studio LLC and the company says it was built by a CPA who works with law firm clients.checked 3 Oct 2026
- Team permissions
- Teams can invite bookkeepers, CPAs, and paralegals with granular permissions.checked 3 Oct 2026
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