IOLTA Guard vs TrustBooks
IOLTA Guard
ioltaguard.comTrustBooks
trustbooks.comSide by side
| Figure | IOLTA Guard | TrustBooks |
|---|---|---|
| Price from | $99/mo | $59/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Legal Accounting Software | 7.8 (#10) | 7.3 (#19) |
| Spec score · Trust Accounting Software | 7.9 (#21) | 7.3 (#36) |
| Spec score · Legal Trust Accounting Software | 7.9 (#23) | 7.3 (#34) |
| Client ledgers | Every deposit and disbursement is assigned to a client and matter with running ledger balances. | Trust activity is associated with clients to maintain up-to-date client trust ledgers. |
| Purpose | IOLTA Guard is purpose-built trust accounting software for attorneys and law firms. | TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting. |
| 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. | TrustBooks says it uses password-protected logins, firewalls, 256-bit SSL, daily database backups, and cloud infrastructure hosted by Salesforce and Amazon. |
| Support | Support is available Monday through Friday, 9am–6pm ET, by phone and email, with technical support, demos, migration, and onboarding help. | TrustBooks offers support by email and phone, and its legal accounting team can help with data entry, onboarding, and reconciliation projects. |
Plans
IOLTA Guard
- Solo Practitioner$99 a month
- Basic$199 a month
- Settlement Generator (add-on)$200 a month
- Advanced$299 a month
TrustBooks
- TIER ONE — Trust Accounting$59 a month
- TIER TWO — Firm & Trust Accounting$79 a month
- TIER THREE — Bank Reconciliation Services$249 a month
In their own words
IOLTA Guard
IOLTA Guard has no write-up on Specifiction yet; its figures are above.
TrustBooks
TrustBooks has no write-up on Specifiction yet; its figures are above.