Clio Accounting
7.8#2 in trust accounting softwareFrom $49 a monthAndroidiOSWebAPI
VisitClio Accounting vs IOLTATrusts
IOLTATrusts
6.2#33 in trust accounting softwareFrom $19.99 a monthWeb
VisitWhat both publish
| Fact | Clio Accounting | IOLTATrusts |
|---|---|---|
| Integrations | Clio advertises more than 250 app integrations, including QuickBooks, Xero, OneDrive, Google Drive, Dropbox, Box, NetDocuments, Gmail, Outlook, and Zapier. | The site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon. |
| Intended users | Clio is designed for law firms of every size and is used by legal professionals in more than 130 countries. | The company says the product is built for solo practitioners and small law firms managing client trust funds. |
| Purpose | Clio Accounting is legal and trust accounting software built for legal professionals and law firms. | IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds. |
Clio Accounting plans
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
IOLTATrusts plans
- Starter$19.99 a month
- Professional$39.99 a month
- Firm$69.99 a month
Pick Clio Accounting if…
Clio Accounting suits law firms that need to manage trust and operating accounts alongside other firm finances. It is designed for firms of every size, but requires a Clio Manage subscription.
Pick IOLTATrusts if…
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.