IOLTA Guard

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

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About

IOLTA Guard is ranked #12 of 41 in trust accounting software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $99/mo.

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
Three-way reconciliation: The software compares the trust register balance, bank statement balance, and sum of client ledger balances each month and flags discrepancies.ioltaguard.com · 30 Sept 2026
Client ledgers: Every deposit and disbursement is assigned to a client and matter with running ledger balances.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