Simple Setup
Go from signup to a fully operational trust account in under 15 minutes. Seven straightforward steps — and our team is with you every step of the way.
Start Free TrialSign up for IoltaGuard in minutes. Enter your firm name, contact details, and billing information. No credit card required during your 30-day free trial.
Connect your IOLTA and other trust bank accounts. Enter your current bank balance as the opening balance. IoltaGuard supports multiple trust accounts for firms with specialized accounts.
Enter your clients and their associated matters. IoltaGuard maintains a separate ledger balance for every client-matter combination, so you always know whose money is in the account.
Enter trust transactions as they occur. Every deposit and disbursement is linked to the correct client and matter, keeping your individual and overall trust balances accurate at all times.
Generate professional trust account checks directly from IoltaGuard. Print on plain or pre-printed check stock. MICR encoding ensures your checks are accepted by any bank.
Complete your required three-way reconciliation every month in minutes — not hours. IoltaGuard automatically compares your trust register, bank statement, and sum of client ledger balances.
Produce all the reports required by your state bar at the push of a button. Share client ledger statements, print the reconciliation worksheet, and export transaction journals for any period.
Most firms are fully operational within 15 minutes of signing up. If you're migrating from another system, our team handles the data import — typically completed within 1–2 business days.
No. You can start fresh from your current bank balance. We recommend entering your opening balance from your most recent bank statement and recording new transactions going forward. Your complete history can be migrated separately.
Each month, IoltaGuard compares three totals: your trust register balance, your bank statement balance, and the sum of all client ledger balances. All three must agree — any discrepancy is flagged immediately so you can investigate.
Yes. Once you add a bank account and a payee, you can print checks immediately. IoltaGuard supports standard letter-size check paper and dedicated check stock. MICR font is included.
IoltaGuard supports unlimited trust bank accounts. You can have separate accounts for different practice areas, and each account is reconciled independently.
Start your 30-day free trial today. No credit card required, and our team will help you every step of the way.
