Never fear a trust account audit again.
A single overdraft notice on your IOLTA account goes straight to the state bar. IOLTA Pro makes the mistakes that get lawyers disbarred structurally impossible — then hands the auditor a finished binder when they call.
No card required · Import from spreadsheets or QuickBooks · Live in an afternoon.
In trust accounting, a bookkeeping slip is a bar complaint.
These four mistakes end careers every year. General accounting software will happily let you make all of them.
Commingling
Client funds mixed with firm money, or one client's balance quietly funding another's disbursement.
Paying on uncleared funds
Cutting a check against a deposit that hasn't cleared — then the deposit bounces and the account goes negative.
Skipped reconciliation
Missing the monthly three-way reconciliation most states require — the gap an auditor finds first.
Stale & unclaimed funds
Checks that never cleared and dormant balances that blow past your state's escheat deadline.
We didn't add warnings. We made the mistake impossible to post.
Every rule below is enforced at the ledger itself — not a pop-up you can dismiss. Try to break one on the right.
A client's funds can't go negative
Disbursements are blocked the instant they'd exceed that matter's own cleared balance. No client ever spends another client's money.
Every dollar is tied to a matter
There's no unattributed bucket to hide in. Per-matter sub-ledgers make commingling a state the system can't represent.
Posted entries can never be altered
The ledger is append-only. A correction is a visible reversing entry — the exact behavior an auditor wants to see. immutable-by-trigger
Big checks need a second signer
Disbursements over your threshold require a second approver — and the requester can never approve their own.
Reconciled and locked every month
The three-way wizard proves bank = book = client ledgers, then locks the period. A missed month escalates on its own.
The whole trust position, on one calm screen.
Real screens from IOLTA Pro — open the app and the numbers that keep you compliant are already reconciled and waiting.
Actual screenshots of IOLTA Pro, captured from the running app.
When the bar auditor calls, the answer is one click.
No more reconstructing a year of transactions from bank statements the night before. Everything the examiner asks for is already assembled and reconciled.
- Bar-audit binder as a single dated PDF
- Individual client ledger statements on demand
- Complete who-did-what audit trail, timestamped
- Read-only login for your CPA or examiner
Purpose-built for trust — not a general ledger in a costume.
Per-matter sub-ledgers
A separate running balance for every client and matter, with cleared vs. uncleared funds and hold schedules.
Three-way reconciliation
Guided monthly wizard with CSV/OFX bank import and auto-matching. Period locks when it balances.
Checks & positive-pay
Unique check numbers, void-as-reversal, stale-check aging, and a positive-pay export for your bank.
Settlement sheets
Gross → liens → fees → net, calculated to the cent, with an invoice-tied transfer to your operating account.
Anomaly queue
A nightly sweep flags low balances, duplicates, dormant matters, and missed reconciliations before an auditor does.
Integrations
Stripe & LawPay deposits, QuickBooks journal export, and bank import — with SMTP client notices on every transfer.
Less than one hour of your billable rate.
Every plan includes the full guardrail engine, reconciliation, and audit binder. Start free for 30 days — no card.
One attorney, unlimited matters and client ledgers.
- 1 trust account
- Full reconciliation & guardrails
- Bar-audit binder exports
- Read-only CPA login
Small firm with staff, dual approval, and multiple trust accounts.
- Up to 5 attorneys & staff
- Multiple trust accounts & states
- Dual-approval controls
- Stripe / LawPay & QuickBooks
Larger practices needing more seats and onboarding help.
- Unlimited seats & accounts
- Guided data migration
- Priority support
- Custom retention & escheat rules
The questions every attorney has.
Will you make me redo my books to switch? +
No. Import your existing balances from a spreadsheet or QuickBooks. Opening balances are gated on a passing trial reconciliation, so you start from a proven-correct position — not a guess.
My trust rules differ by state. Does that matter? +
IOLTA Pro carries per-state rule profiles — retention periods, stale-check windows, and unclaimed-property (escheat) deadlines — so a Washington account and a Florida account each follow their own bar's requirements automatically.
How is my client data protected? +
Every firm's data is fully isolated, secrets are encrypted at rest, logins are rate-limited with optional two-factor, and every change is written to an immutable audit log. Your data is always yours — export it in full at any time.
Is it really impossible to overdraw a client? +
The block lives at the ledger itself, not in the interface. A disbursement that would push a matter's cleared balance below zero simply cannot be posted — the same check runs in the nightly sweep as a backstop.
Can my CPA or a bar examiner see the books? +
Yes — invite them with a read-only role. They can review every ledger, reconciliation, and audit trail, and export the binder, without any ability to change a thing.
Close the account tonight knowing it balances.
Set up your first trust account in an afternoon and never dread the audit letter again.