IOLTA Guard is the purpose-built IOLTA trust account management software that keeps your law firm compliant, organized, and audit-ready — without the complexity.
No credit card required. Setup in under 15 minutes.
25+
Law Firms Served
100%
IOLTA Compliant
3-Way
Reconciliation Type
30 Days
Free Trial Period
Everything You Need
Every feature was designed specifically for law firm trust accounting — nothing generic, nothing unnecessary.
Built to satisfy every state bar trust accounting requirement. Automated alerts keep you audit-ready at all times.
Reconcile your trust register, bank statement, and client ledger every month — in minutes, not hours.
Maintain separate ledger balances for every client and matter. Know exactly whose money is in your trust account.
Print professional MICR trust checks on plain or pre-printed stock. No external software or printer required.
Import bank transactions via OFX, QFX, or CSV to automatically match and reconcile your trust account.
Organize deposits and disbursements by client and matter. Link every transaction to the correct case.
Every transaction is logged with who created it, when, and any modifications. Be ready for any bar audit.
Generate client ledger statements, reconciliation reports, and transaction journals at any time.
Switching from another system? Our team migrates your data from QuickBooks, Tabs3, Clio, and more — at no extra cost.
Switching Is Easy
Already using another system? Don't let the fear of migrating your data hold you back. Our experienced team handles every aspect of the transition — at no extra cost.
We import complete transaction histories, client ledgers, and matter balances so your records are intact from day one.
Client & Matter Records
All client names, matter numbers, and reference data.
Transaction History
Complete deposit and disbursement ledger history.
Opening Balances
Accurate per-client and per-matter beginning balances.
Vendor & Payee Lists
Recurring payees and vendor details.
Data Validation
We verify totals match before going live.
Simple Pricing
Start free. No credit card required. Upgrade or change plans any time.
Solo Practitioner
30-day free trial
Basic
30-day free trial
Advanced
30-day free trial
No credit card required. Questions? Call (844) 424-6582 or contact us
Why Attorneys Choose Us
Unlike generic accounting software, IOLTA Guard was designed from the ground up for law firm trust accounting. Every feature reflects the way attorneys actually work.
Our three-way reconciliation engine catches every discrepancy before it becomes a bar complaint. Trust your numbers every single day.
Automated bank matching, instant check printing, and one-click reports eliminate the manual work that consumes your billing staff.
Our support team understands trust accounting. Get answers from people who know IOLTA rules — not a generic help desk.
Frequently Asked Questions
IOLTA Guard is purpose-built trust accounting software for attorneys and law firms. It automates three-way reconciliation, keeps a separate ledger for every client and matter, imports bank transactions, prints trust checks, and produces audit-ready reports that satisfy state bar trust accounting rules.
IOLTA Guard is built for attorneys in all 50 states and the District of Columbia. Trust accounting duties are consistent in substance nationwide, and the software generates reconciliation reports with state-specific rule citations. You can review the trust account rules for your jurisdiction at ioltaguard.com/iolta-rules.
IOLTA Guard offers three monthly plans: Solo Practitioner at $99/month (1 user, 1 bank account), Basic at $199/month (3 users, 3 bank accounts), and Advanced at $299/month (unlimited users and bank accounts). Every plan includes a 30-day free trial and no credit card is required to start.
Yes. Every plan starts with a 30-day free trial, and no credit card is required to begin. Setup typically takes under 15 minutes.
Yes. IOLTA Guard automatically reconciles the adjusted bank balance, the trust register balance, and the sum of all individual client ledgers, and flags any discrepancy. It also blocks any transaction that would overdraw a client ledger into a negative balance.
Yes. IOLTA Guard imports transactions from uploaded bank statement files, and firms can migrate existing clients, matters, and balances. Contact us at (844) 424-6582 for help migrating your data.
Yes. Each firm's data is isolated at the database level, data is encrypted in transit and at rest, passwords are stored as salted hashes, and two-factor authentication is available on every account. All changes to financial records are recorded in an immutable audit trail.
Join law firms across the country that trust IOLTA Guard to keep their IOLTA accounts compliant, accurate, and audit-ready every month.