IoltaGuard is the purpose-built IOLTA trust account management software that keeps your law firm compliant, organized, and audit-ready — without the complexity.
No credit card required. Setup in under 15 minutes.
25+
Law Firms Served
100%
IOLTA Compliant
3-Way
Reconciliation Type
30 Days
Free Trial Period
Everything You Need
Every feature was designed specifically for law firm trust accounting — nothing generic, nothing unnecessary.
Built to satisfy every state bar trust accounting requirement. Automated alerts keep you audit-ready at all times.
Reconcile your trust register, bank statement, and client ledger every month — in minutes, not hours.
Maintain separate ledger balances for every client and matter. Know exactly whose money is in your trust account.
Print professional MICR trust checks on plain or pre-printed stock. No external software or printer required.
Import bank transactions via OFX, QFX, or CSV to automatically match and reconcile your trust account.
Organize deposits and disbursements by client and matter. Link every transaction to the correct case.
Every transaction is logged with who created it, when, and any modifications. Be ready for any bar audit.
Generate client ledger statements, reconciliation reports, and transaction journals at any time.
Switching from another system? Our team migrates your data from QuickBooks, Tabs3, Clio, and more — at no extra cost.
Switching Is Easy
Already using another system? Don't let the fear of migrating your data hold you back. Our experienced team handles every aspect of the transition — at no extra cost.
We import complete transaction histories, client ledgers, and matter balances so your records are intact from day one.
Client & Matter Records
All client names, matter numbers, and reference data.
Transaction History
Complete deposit and disbursement ledger history.
Opening Balances
Accurate per-client and per-matter beginning balances.
Vendor & Payee Lists
Recurring payees and vendor details.
Data Validation
We verify totals match before going live.
Simple Pricing
Start free. No credit card required. Upgrade or change plans any time.
Solo Practitioner
30-day free trial
Basic
30-day free trial
Advanced
30-day free trial
No credit card required. Questions? Call (844) 424-6582 or contact us
Why Attorneys Choose Us
Unlike generic accounting software, IoltaGuard was designed from the ground up for law firm trust accounting. Every feature reflects the way attorneys actually work.
Our three-way reconciliation engine catches every discrepancy before it becomes a bar complaint. Trust your numbers every single day.
Automated bank matching, instant check printing, and one-click reports eliminate the manual work that consumes your billing staff.
Our support team understands trust accounting. Get answers from people who know IOLTA rules — not a generic help desk.
Join law firms across the country that trust IoltaGuard to keep their IOLTA accounts compliant, accurate, and audit-ready every month.
