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- IOLTATrusts
On the recordRead 3 Oct 202613 facts
IOLTATrusts
Plans and prices
Starter
$19.99a month
1 trust account · Up to 50 active cases · 2 users · Client ledgers and statements
Read 3 Oct 2026 · ioltatrusts.com
Professional
$39.99a month
Up to 3 trust accounts · Unlimited active cases · Up to 10 users · Everything in Starter
Read 3 Oct 2026 · ioltatrusts.com
Firm
$69.99a month
Unlimited trust accounts · Unlimited cases · Unlimited users · Everything in Professional
Read 3 Oct 2026 · ioltatrusts.com
On the record
- Account security
- The privacy policy says multi-factor authentication using TOTP and passkeys is required for all user accounts.ioltatrusts.com · read 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 · read 3 Oct 2026
- Client ledgers
- Per-client ledgers track deposits, disbursements, check numbers, and running balances.ioltatrusts.com · read 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 · read 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 · read 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 · read 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 · read 3 Oct 2026
- Purpose
- IOLTATrusts is trust accounting software for attorneys managing IOLTA accounts and client funds.ioltatrusts.com · read 3 Oct 2026
- Reconciliation
- It generates monthly three-way reconciliations tying the bank statement, book balance, and per-client ledgers together.ioltatrusts.com · read 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 · read 3 Oct 2026
- Support
- Starter includes email support, while the Firm plan includes priority support.ioltatrusts.com · read 3 Oct 2026
- Team permissions
- Teams can invite bookkeepers, CPAs, and paralegals with granular permissions.ioltatrusts.com · read 3 Oct 2026
- Transaction safeguards
- The product says it prevents negative balances and flags entries in period-locked periods.ioltatrusts.com · read 3 Oct 2026
