IOLTATrusts Pricing in 2026
Every plan IOLTATrusts publishes, with the page and date we read it from. Prices we could not find on IOLTATrusts's own site are marked "Not published", never guessed.
| Plan | Price | Billing | Limits | Source |
|---|---|---|---|---|
| Starter | $19.99 per month | $19.99/mo | 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 | ioltatrusts.com |
| Professional | $39.99 per month | $39.99/mo | Up to 3 trust accounts · Unlimited active cases · Up to 10 users · Everything in Starter · QuickBooks Online sync · Settlement statements · Dormant ledger detection | ioltatrusts.com |
| Firm | $69.99 per month | $69.99/mo | 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 | ioltatrusts.com |