IOLTA Guard review
A focused web tool for IOLTA controls, reconciliation, audit trails, and settlements.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
IOLTA Guard is web-based software for attorney trust-account management, designed for solo practitioners and multi-attorney law firms. It combines client and matter ledgers, running balances, trust transactions, bank-statement imports, MICR trust-check printing, three-way reconciliation, audit trails, compliance reports, and settlement disbursements. Its scope is deliberately centered on IOLTA and legal trust-account workflows rather than general bookkeeping, making it a fit for firms that need structured controls around client funds.
The plans scale mainly by users, trust bank accounts, support, and workflow capacity. Solo Practitioner costs $99 per month for 1 attorney user, 1 trust bank account, 1 accounting firm access, client and matter tracking, monthly three-way reconciliation, and check writing with MICR printing. Basic costs $199 per month for up to 3 users and 2 trust bank accounts, adding a full audit trail and compliance reports. Advanced costs $299 per month with unlimited users per firm, unlimited trust bank accounts, up to 2 accounting firm access, free data migration, dedicated customer support, and compliance reporting. Settlement Generator is a separate $200-per-month plan for settlement statements, a disbursement checklist, and one-click trust-ledger disbursement.
The standout capability is the three-way reconciliation of the trust register, bank statement, and client ledgers, supported by OFX, QFX, and CSV imports and transaction matching. Role-based access controls, immutable transaction history, reconciliation worksheets, and state-bar-oriented reports add structure for firms responsible for recurring trust-account oversight. Data migration from other trust-account systems is available on Advanced, while settlement workflows can be added through the separate Settlement Generator plan. Firms seeking rigorous IOLTA controls should consider IOLTA Guard; firms wanting a broader bookkeeping system or access beyond the web may prefer a different product.
IOLTA Guard pros and cons
- Where it wins
- Three-way reconciliation across trust, bank, and client ledgers
- Immutable audit trails and state-bar-oriented compliance reports
- Settlement statements with trust-ledger disbursement workflows
- Where it doesn't
- Starts at $99 per month with no free plan
- Web-only access limits platform flexibility
- Focused on trust accounting rather than general bookkeeping
IOLTA Guard fact sheet, pricing and score →
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