IOLTATrusts

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

IOLTATrusts is ranked #13 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 $19.99/mo.

Compared on trust accounting software

Free plan: Noioltatrusts.com
Paid from: $19.99/moioltatrusts.com
Three-way reconciliation: Yesioltatrusts.com
Matter limit: 50 mattersioltatrusts.com

Facts

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