IOLTA Guard

Audit Management Software

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This trust account management platform is designed specifically for law firms to ensure compliance with state bar trust accounting regulations, maintain organized records, and prepare for audits with automated alerts and extensive reporting tools. Its main features include three-way reconciliation of trust registers, bank statements, and client ledgers, secure trust check printing, automatic bank transaction import, and detailed matter and client ledger management, providing efficient and accurate trust account oversight. Tailored for legal professionals, it solves problems related to regulatory compliance, time-consuming reconciliation processes, data security, and audit preparation, making trust account management straightforward, reliable, and audit-ready for attorneys and law firms of all sizes.

IOLTA Guard can be found in Audit Management Software categories.

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IOLTA Guard Main Features

• Easy Setup
  You can start using the software in less than 15 minutes without needing a credit card.
• Easy Switching
  The system makes transferring your existing data simple and stress-free.
• Audit Readiness
  It keeps your records organized and ready for audits every day.
• Automated Alerts
  The system sends reminders to help you stay compliant and prepared for audits.
• IOLTA Compliance
  The software makes sure your law firm follows all state rules for trust accounting.
• Matter Management
  Organize and link deposits and withdrawals to the correct client and case.
• 3-Way Reconciliation
  You can quickly check your trust register, bank statement, and client ledger every month.
• Complete Audit Trail
  Every transaction is recorded with details of who made it and when, so you are prepared for audits.
• Reports & Statements
  Generate reports and statements for clients, reconciliations, and transactions anytime you need.
• Trust Check Printing
  Print professional trust checks on plain or pre-printed paper without extra software.
• Bank Statement Import
  Import bank transactions automatically using formats like OFX, QFX, or CSV to match records.
• Data Migration Support
  If you switch from another system, the team will help move your data at no extra cost.
• Client & Matter Ledgers
  You can keep separate records for each client and case to know whose money is in the trust account.
• Complete Trust Account Management
  It provides all the tools you need to manage your trust accounts easily and specifically for law firms.

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