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IOLTATrusts

ioltatrusts.com

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Spec score 7.8 #23 of 42 in Trust Accounting Software

Spec sheet

Purpose
IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds.Read 3 Oct 2026 · ioltatrusts.com
Intended users
The company says the product is built for solo practitioners and small law firms managing client trust funds.Read 3 Oct 2026 · ioltatrusts.com
Integrations
The site lists live Plaid bank feeds, QuickBooks Online sync, and Clio matter and contact import; MyCase integration is listed as coming soon.Read 3 Oct 2026 · ioltatrusts.com
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.Read 3 Oct 2026 · ioltatrusts.com
Support
Starter includes email support, while the Firm plan includes priority support.Read 3 Oct 2026 · ioltatrusts.com
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.Read 3 Oct 2026 · ioltatrusts.com
Account security
The privacy policy says multi-factor authentication using TOTP and passkeys is required for all user accounts.Read 3 Oct 2026 · ioltatrusts.com
Audit reports
The one-click audit package bundles reconciliation, transaction detail, client ledgers, bank statements, and signed reconciliations into a PDF.Read 3 Oct 2026 · ioltatrusts.com
Client ledgers
Per-client ledgers track deposits, disbursements, check numbers, and running balances.Read 3 Oct 2026 · ioltatrusts.com
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.Read 3 Oct 2026 · ioltatrusts.com
Reconciliation
It generates monthly three-way reconciliations tying the bank statement, book balance, and per-client ledgers together.Read 3 Oct 2026 · ioltatrusts.com
Team permissions
Teams can invite bookkeepers, CPAs, and paralegals with granular permissions.Read 3 Oct 2026 · ioltatrusts.com
Transaction safeguards
The product says it prevents negative balances and flags entries in period-locked periods.Read 3 Oct 2026 · ioltatrusts.com

Plans and prices

Starter $19.99 a month $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 Read 3 Oct 2026 · ioltatrusts.com
Professional $39.99 a month $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 Read 3 Oct 2026 · ioltatrusts.com
Firm $69.99 a month $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 Read 3 Oct 2026 · ioltatrusts.com

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