Freedom251 › Legal Trust Accounting Software
IOLTA Guard
What IOLTA Guard is
IOLTA Guard is web-based trust accounting software for attorneys and law firms. It assigns each deposit and disbursement to a client and matter, keeping a running balance for each client ledger. Its monthly three-way reconciliation checks the trust register, bank statement, and combined client ledger balances, then flags discrepancies. Firms can import statements in OFX, QFX, or CSV format for transaction matching and print MICR-encoded trust checks on plain paper or standard check stock. Reconciliation reports include state-specific rule citations for all 50 states and the District of Columbia. IOLTA Guard can migrate records from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records. It permanently logs transactions, changes, and deletions with a username, timestamp, and reason. Firm data is isolated at the database level and encrypted in transit and at rest; optional two-factor authentication is available. Administrators can export a complete CSV archive at any time. Plans begin at $99/mo, and a 30-day trial is available. The company says many firms can be operational within 15 minutes of signing up, and offers onboarding and migration help. Attorneys remain responsible for compliance with state bar rules.
Who it suits
IOLTA Guard suits attorneys and law firms that need client- and matter-based trust ledgers, reconciliation, and compliance reporting. It can also fit firms moving records from supported legal or accounting systems, spreadsheets, or paper records.
What it does well
- Monthly reconciliation checks three balances and flags discrepancies.
- Statement imports support OFX, QFX, and CSV formats.
- Prints MICR-encoded trust checks on plain paper or standard check stock.
- Reports include state-specific rule citations across all 50 states and D.C.
- Permanent logs record transactions, changes, and deletions.
- Administrators can export a complete CSV archive at any time.
What to know first
- No free plan is offered.
- The $99/mo Solo Practitioner plan is limited to one user and one bank account.
- Attorneys remain responsible for state bar rule compliance.
Limits
The $99/mo Solo Practitioner plan covers one user and one bank account. The 30-day trial is available; there is no free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | $199/mo · 3 users · 3 bank accounts | $199 a month |
| Settlement Generator (add-on) | $200/month · Available for any plan | $200 a month |
| Advanced | $299/mo · Unlimited users · unlimited bank accounts | $299 a month |
| Solo Practitioner | $99/mo · 1 user · 1 bank account | $99 a month |
As ioltaguard.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit https://www.ioltaguard.com/.
- Choose a plan, starting with Solo Practitioner at $99/mo for one user and one bank account.
- Use the 30-day trial if you want to try the service before a paid plan.
- Bring records from a supported system, spreadsheets, or paper records with migration help.
- Use the web application; support can help with setup and onboarding.
Verdict
Choose IOLTA Guard if your firm needs web-based trust accounting with client ledgers, three-way reconciliation, and state-specific report citations. Look elsewhere if you need a free plan or expect the software itself to assume responsibility for compliance.
Questions
How much does IOLTA Guard cost?
Solo Practitioner costs $99/mo for one user and one bank account. Basic is $199/mo for three users and three bank accounts, while Advanced is $299/mo with unlimited users and bank accounts. The Settlement Generator add-on is $200/month and is available with any plan.
Is there a free plan or trial?
There is no free plan. A 30-day trial is available.
What platform does it support?
IOLTA Guard is available on the web.
Can it import existing records?
The company offers migration from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records.
Does it handle compliance automatically?
It generates state-specific rule citations in reconciliation reports. The company says attorneys remain responsible for compliance with state bar rules.
Can firms export or delete their data?
Firm administrators can export a complete CSV archive at any time. After cancellation, data is permanently deleted on day 90.
Facts from IOLTA Guard's own pages
- Audit trail
- Transactions, modifications, and deletions are permanently logged with username, timestamp, and reason. · ioltaguard.com, 30 Sept 2026
- Bank imports
- Bank statements can be imported in OFX, QFX, or CSV format for automatic transaction matching. · ioltaguard.com, 30 Sept 2026
- Check printing
- IOLTA Guard prints MICR-encoded trust checks on plain paper or standard check stock. · ioltaguard.com, 30 Sept 2026
- Client ledgers
- Every deposit and disbursement is assigned to a client and matter with running ledger balances. · ioltaguard.com, 30 Sept 2026
- Compliance coverage
- The product is built for attorneys in all 50 states and the District of Columbia and generates state-specific rule citations in reconciliation reports. · ioltaguard.com, 30 Sept 2026
- Data export and deletion
- Firm administrators can export a complete CSV archive at any time, and after cancellation data is permanently deleted on day 90. · ioltaguard.com, 30 Sept 2026
- Migration sources
- The company migrates data from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records. · ioltaguard.com, 30 Sept 2026
- Professional responsibility
- IOLTA Guard states that it is not a law firm or accounting firm and that compliance with state bar rules remains the attorney's responsibility. · ioltaguard.com, 30 Sept 2026
- Purpose
- IOLTA Guard is purpose-built trust accounting software for attorneys and law firms. · ioltaguard.com, 30 Sept 2026
- Security
- Firm data is isolated at the database level, encrypted in transit and at rest, and protected with salted password hashes and optional two-factor authentication. · ioltaguard.com, 30 Sept 2026
- Setup
- Most firms can become operational within 15 minutes of signing up. · ioltaguard.com, 30 Sept 2026
- Support
- Support is available Monday through Friday, 9am–6pm ET, by phone and email, with technical support, demos, migration, and onboarding help. · ioltaguard.com, 30 Sept 2026
- Three-way reconciliation
- The software compares the trust register balance, bank statement balance, and sum of client ledger balances each month and flags discrepancies. · ioltaguard.com, 30 Sept 2026
Where IOLTA Guard stands on Freedom251
- Legal Trust Accounting Software#11 of 40
- Legal Accounting Software#9 of 24
- Trust Accounting Software#18 of 42