IOLTATrusts pricing

3 plans on the record · a free trial

Every plan

Starter

$19.99 a month

$19.99/mo

1 trust account · Up to 50 active cases · 2 users · Client ledgers and statements · Check register and deposit list · PDF and Excel exports · Three-way reconciliation · Plaid bank feed · One-click audit report package

Read 3 Oct 2026 · ioltatrusts.com

Professional

$39.99 a month

$39.99/mo

Up to 3 trust accounts · Unlimited active cases · Up to 10 users · Everything in Starter · QuickBooks Online sync · Settlement statements · Dormant ledger detection

Read 3 Oct 2026 · ioltatrusts.com

Firm

$69.99 a month

$69.99/mo

Unlimited trust accounts · Unlimited cases · Unlimited users · Everything in Professional · Encrypted document storage · Priority support · State IOLTA guide for all 50 states · Dedicated onboarding · Custom reporting

Read 3 Oct 2026 · ioltatrusts.com