IOLTA Guard

Plans and prices

Every plan, in full

On the record

Audit trail

Transactions, modifications, and deletions are permanently logged with username, timestamp, and reason.ioltaguard.com · read 30 Sep 2026

Bank imports

Bank statements can be imported in OFX, QFX, or CSV format for automatic transaction matching.ioltaguard.com · read 30 Sep 2026

Check printing

IOLTA Guard prints MICR-encoded trust checks on plain paper or standard check stock.ioltaguard.com · read 30 Sep 2026

Client ledgers

Every deposit and disbursement is assigned to a client and matter with running ledger balances.ioltaguard.com · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026

Migration sources

The company migrates data from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records.ioltaguard.com · read 30 Sep 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 · read 30 Sep 2026

Purpose

IOLTA Guard is purpose-built trust accounting software for attorneys and law firms.ioltaguard.com · read 30 Sep 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 · read 30 Sep 2026

Setup

Most firms can become operational within 15 minutes of signing up.ioltaguard.com · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026

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