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IOLTA Trust

Hosted trust accounting software for law firms that hold client money in IOLTA trust accounts

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About IOLTA Trust

IOLTA Trust is browser-based trust accounting software for lawyers, taking its name from Interest on Lawyers' Trust Accounts. Because it runs as a hosted service, firms need no local installation or extra hardware. It is presented as a SWITS cloud application.

What IOLTA Trust offers

  • Trust and client accounting — management of trust and client balances through a web browser.
  • One-step reconciliation — a single action that brings the trust, client and operating accounts into balance, where the vendor says rival tools need several steps.
  • Multi-user access — several lawyers in one firm can work in it from the office or elsewhere, at any time of day.
  • Encrypted connection — SSL encryption protects traffic between users and the service.

Who it works with

Law firms whose lawyers keep client money in trust and need their trust account, client ledgers and operating account to agree.

Key facts

  • Delivery: Hosted cloud software, with nothing installed on office computers
  • Support: Requests answered the same or the next business day

Profile written by TrustList from the business's own published information, Sep 2026.

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