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IOLTATrusts
What IOLTATrusts is
IOLTATrusts is web-based trust accounting software for attorneys handling IOLTA accounts and client funds. It creates monthly three-way reconciliations that bring together a bank statement, book balance, and per-client ledgers. Those ledgers record deposits, disbursements, check numbers, and running balances. A one-click audit package combines reconciliations, transaction details, client ledgers, bank statements, and signed reconciliations in a PDF. The service lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase is listed as coming soon. Teams can give bookkeepers, CPAs, and paralegals granular permissions. The product says it prevents negative balances and flags entries in locked periods. Its privacy policy describes encryption in transit and at rest, hashed passwords, and required TOTP or passkey multi-factor authentication. Plans start at $19.99/mo, and the 14-day trial is available without a free plan. Starter covers one trust account, up to 50 active cases, and two users.
Who it suits
IOLTATrusts suits solo practitioners and small law firms managing client trust funds. It may also fit teams that want to involve bookkeepers, CPAs, or paralegals with set permissions.
What it does well
- Monthly three-way reconciliations connect bank, book, and client records.
- Audit package combines key records into a PDF.
- Live Plaid feeds, QuickBooks Online sync, and Clio import are listed.
- Multi-factor authentication is required for all user accounts.
What to know first
- No free plan is available.
- Starter is limited to one trust account and 50 active cases.
- MyCase integration is listed as coming soon.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $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 | $19.99 a month |
| Professional | $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 | $39.99 a month |
| Firm | $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 | $69.99 a month |
As ioltatrusts.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
IOLTATrusts brings trust ledgers, reconciliation, and audit records into a web-based service with a 14-day trial. The Starter plan has defined account, case, and user limits; larger plans add capacity and features.
Facts from IOLTATrusts's own pages
- Account security
- The privacy policy says multi-factor authentication using TOTP and passkeys is required for all user accounts. · ioltatrusts.com, 3 Oct 2026
- Audit reports
- The one-click audit package bundles reconciliation, transaction detail, client ledgers, bank statements, and signed reconciliations into a PDF. · ioltatrusts.com, 3 Oct 2026
- Client ledgers
- Per-client ledgers track deposits, disbursements, check numbers, and running balances. · ioltatrusts.com, 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. · ioltatrusts.com, 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. · ioltatrusts.com, 3 Oct 2026
- Intended users
- The company says the product is built for solo practitioners and small law firms managing client trust funds. · ioltatrusts.com, 3 Oct 2026
- 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. · ioltatrusts.com, 3 Oct 2026
- Purpose
- IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds. · ioltatrusts.com, 3 Oct 2026
- Reconciliation
- It generates monthly three-way reconciliations tying the bank statement, book balance, and per-client ledgers together. · ioltatrusts.com, 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. · ioltatrusts.com, 3 Oct 2026
- Support
- Starter includes email support, while the Firm plan includes priority support. · ioltatrusts.com, 3 Oct 2026
- Team permissions
- Teams can invite bookkeepers, CPAs, and paralegals with granular permissions. · ioltatrusts.com, 3 Oct 2026
- Transaction safeguards
- The product says it prevents negative balances and flags entries in period-locked periods. · ioltatrusts.com, 3 Oct 2026
Where IOLTATrusts stands on Freedom251
- Legal Trust Accounting Software#17 of 40
- Trust Accounting Software#19 of 42