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Tech riderRev. 30 Sept 2026

IOLTA Guard

Ch 196.5of 41 Trust Accounting Software
  1. 1Runs onWeb
  2. 2Costsfree trial · paid from $99/mo
  3. 3Trust accountingYes
  4. 4Matter-level billingYes
  5. 5Client ledgersYes
  6. 6Three-way reconciliationYes
  7. 7Compliance reportingYes
  8. 8Platformweb
8 lines stated Written from the maker's own pages: ioltaguard.com
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The IOLTA Guard homepage

Overview

IOLTA Guard is ranked #19 of 41 in trust accounting software on Specifiction. 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
Noioltaguard.com
Trust accounting
Yesioltaguard.com
Matter-level billing
Yesioltaguard.com
Client ledgers
Yesioltaguard.com
Three-way reconciliation
Yesioltaguard.com
Compliance reporting
Yesioltaguard.com
Platform
webioltaguard.com

Facts

Purpose
IOLTA Guard is purpose-built trust accounting software for attorneys and law firms.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
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
Migration sources
The company migrates data from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records.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
Audit trail
Transactions, modifications, and deletions are permanently logged with username, timestamp, and reason.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
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
Setup
Most firms can become operational within 15 minutes of signing up.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

Best IOLTA Guard alternatives

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All accessCh 01 CosmoLex Free trialAndroidiOS from $49/mo7.2 All accessCh 02 LeanLaw Free trialAndroidAPI from $55/mo7.2 All accessCh 03 MyCase Legal Accounting Free trialAndroidiOS from $39/mo7.2 All accessCh 04 Smokeball Free trialAndroidiOS from $59/mo7.1 All accessCh 05 LegalClaw Free planAPILinux Free to start7.0 All accessCh 06 MatterX Free planWeb Free to start7.0

Where it ranks on Specifiction

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Sources