IOLTA Guard

IOLTA Guard is ranked #10 of 41 in trust accounting software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $99/mo.

IOLTA Guard plans and pricing

All plans

Solo Practitioner $99/mo $99/mo 1 user · 1 bank account ioltaguard.com · 30 Sept 2026

Basic $199/mo $199/mo 3 users · 3 bank accounts ioltaguard.com · 30 Sept 2026

Settlement Generator (add-on) $200/mo $200/month Available for any plan ioltaguard.com · 30 Sept 2026

Advanced $299/mo $299/mo Unlimited users · unlimited bank accounts ioltaguard.com · 30 Sept 2026

Compared on trust accounting software

Free plan: No
Trust accounting: Yes
Matter-level billing: Yes
Client ledgers: Yes
Three-way reconciliation: Yes
Compliance reporting: Yes
Platform: web

Best IOLTA Guard alternatives

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7.1 MatterX Free plan

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6.9 LeanLaw Free trial $55/mo

6.9 LexNebulis Free plan

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6.9 Smokeball Free trial $59/mo

IOLTA Guard

Purpose: IOLTA Guard is purpose-built trust accounting software for attorneys and law firms.
Bank imports: Bank statements can be imported in OFX, QFX, or CSV format for automatic transaction matching.
Check printing: IOLTA Guard prints MICR-encoded trust checks on plain paper or standard check stock.
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.
Migration sources: The company migrates data from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records.
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.
Audit trail: Transactions, modifications, and deletions are permanently logged with username, timestamp, and reason.
Support: Support is available Monday through Friday, 9am–6pm ET, by phone and email, with technical support, demos, migration, and onboarding help.
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.
Setup: Most firms can become operational within 15 minutes of signing up.
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.
Price from: $99/mo

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Where it ranks on The Geeks Club

Best Trust Accounting Software in 2026#10 of 41
Best Legal Trust Accounting Software in 2026#15 of 40
Best Legal Accounting Software in 2026#5 of 23

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Sources

ioltaguard.com· checked 30 Sept 2026
ioltaguard.com/features· checked 30 Sept 2026
ioltaguard.com/privacy· checked 30 Sept 2026
ioltaguard.com/contact· checked 30 Sept 2026
ioltaguard.com/terms· checked 30 Sept 2026
ioltaguard.com/how-it-works· checked 30 Sept 2026