Full Feature Set
IoltaGuard was built from the ground up for attorney trust accounting. No generic accounting features, no unnecessary complexity — just what you need to stay compliant and audit-ready.
Every month, IoltaGuard compares your trust register balance, your bank statement balance, and the sum of all client ledger balances. All three must match. Any discrepancy is flagged instantly, protecting you from bar complaints before they start.
IoltaGuard is built around the trust accounting requirements of state bar associations across the US. Negative client balances are blocked, transactions are always traceable, and every report matches what your bar requires.
Set balance thresholds and IoltaGuard will alert you before your trust account falls below a minimum balance or a client ledger approaches zero.
Every deposit and disbursement is assigned to a client and matter. IoltaGuard maintains running ledger balances for every client-matter combination — you always know exactly whose money is in the account.
Move funds between matters, reclassify mislabeled transactions, or transfer between trust accounts — all with a complete audit trail showing every change.
Import your bank statement in OFX, QFX, or CSV format and IoltaGuard automatically matches imported transactions against your trust register entries, making reconciliation effortless.
Print professional MICR-encoded trust account checks directly from IoltaGuard. No third-party check software needed. Print on plain paper or standard check stock.
Maintain a vendor database with addresses and banking details. Frequently used payees are pre-filled on new checks and disbursements, reducing data entry errors.
Generate every report your state bar requires — at any time, for any period. Client ledger statements can be sent directly to clients with the click of a button.
Every transaction, modification, and deletion is permanently logged with the username, timestamp, and reason. Nothing can be changed without leaving a trace — exactly what a bar auditor wants to see.
Control who in your firm can view, enter, or approve transactions. Set different permission levels for attorneys, billing staff, and paralegals.
Our team migrates your complete history from any trust accounting system at no additional cost. We import client records, matter balances, and transaction history so you start IoltaGuard with complete data.
A dedicated IoltaGuard specialist walks you through setup, data import, and your first reconciliation. Most firms are fully operational within one business day.
Simple Pricing
Every feature listed on this page is included in every IoltaGuard subscription. No per-user fees. No feature tiers. No add-ons required.
