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Iolta trust

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Iolta trust Overview

Iolta trust is a specialized trust accounting software designed to help legal professionals manage trust accounts effectively. The platform offers comprehensive tools for tracking client funds, managing disbursements, and ensuring compliance with legal regulations. With Iolta trust, users can easily generate reports on trust account activity, manage transactions, and reconcile accounts seamlessly. The software provides features for billing, client communication, and audit trails, ensuring that organizations adhere to ethical standards in trust accounting. Iolta trust supports integration with various practice management systems, enhancing its functionality and facilitating seamless workflows. Ideal for law firms and legal professionals, Iolta trust empowers organizations to improve trust accounting practices, enhance client relationships, and drive overall operational success.

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Contact Details

  • Vendor Name IOLTA Trust
  • Founded
  • Location United States

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Banking

Iolta trust Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Management
  • Arrow Icon Asset Accounting
  • Arrow Icon Check Writing
  • Arrow Icon Workflow Management
  • Arrow Icon Accrual Accounting
  • Arrow Icon Invoice Management
  • Arrow Icon Task Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Compliance Management
  • Arrow Icon Accounting
  • Arrow Icon Electronic Payments
  • Arrow Icon Data Import/Export
  • Arrow Icon Tax Management
  • Arrow Icon Cross Ledger Posting
  • Arrow Icon Customer Statements
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon General Ledger
  • Arrow Icon Contact Management
  • Arrow Icon Fee Calculation & Posting
  • Arrow Icon Receipt Management
  • Arrow Icon Document Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Trust Accounting

Iolta trust Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Iolta trust FAQs

  • No, Iolta trust does not offer a free version.

  • Yes, Iolta trust offers a free trial.

  • No, Credit Card details are not required for the Iolta trust trial.

  • No, Iolta trust does not offer an API.

  • Iolta trust supports the following languages:
    • English

  • Following are the typical users of the Iolta trust:
    • Self-Employed , Small-Business , Midsize-Business

  • Iolta trust supports the following deployment:
    • Cloud Hosted

  • Iolta trust supports the following devices and operating systems:
    • Web-Based