IOLTATrusts

IOLTATrusts is ranked #11 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 $19.99/mo.

IOLTATrusts plans and pricing

All plans

Starter $19.99/mo $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 ioltatrusts.com · 3 Oct 2026

Professional $39.99/mo $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 ioltatrusts.com · 3 Oct 2026

Firm $69.99/mo $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 ioltatrusts.com · 3 Oct 2026

Compared on trust accounting software

Free plan: No
Paid from: $19.99/mo
Three-way reconciliation: Yes
Matter limit: 50 matters

Best IOLTATrusts alternatives

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6.9 LexNebulis Free plan

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6.9 Smokeball Free trial $59/mo

IOLTATrusts

Purpose: IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds.
Reconciliation: It generates monthly three-way reconciliations tying the bank statement, book balance, and per-client ledgers together.
Client ledgers: Per-client ledgers track deposits, disbursements, check numbers, and running balances.
Audit reports: The one-click audit package bundles reconciliation, transaction detail, client ledgers, bank statements, and signed reconciliations into a PDF.
Integrations: The site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon.
Team permissions: Teams can invite bookkeepers, CPAs, and paralegals with granular permissions.
Transaction safeguards: The product says it prevents negative balances and flags entries in period-locked periods.
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.
Account security: The privacy policy says multi-factor authentication using TOTP and passkeys is required for all user accounts.
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.
Support: Starter includes email support, while the Firm plan includes priority support.
Intended users: The company says the product is built for solo practitioners and small law firms managing client trust funds.
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.
Price from: $19.99/mo

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Where it ranks on The Geeks Club

Best Trust Accounting Software in 2026#11 of 41
Best Legal Trust Accounting Software in 2026#16 of 40

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Sources

ioltatrusts.com· checked 3 Oct 2026
ioltatrusts.com/privacy· checked 3 Oct 2026
ioltatrusts.com/pricing· checked 3 Oct 2026
ioltatrusts.com/about· checked 3 Oct 2026