Pricing
IOLTATrusts pricing
As ioltatrusts.com lists them, read 3 Oct 2026. The maker's own page has the final word.
| 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 |
From ioltatrusts.com.