We’re so sure you’ll love it, you can earn $300 for every referral that signs up.*
“I no longer have to do a reconciliation every month—I can do it immediately. As a result, I don’t have to pay my CPA for help as often. Reconciliation is definitely not as painful anymore.”
Jose Campos - Law Offices of Campos & Associates.
“With Nota, I can classify and account for every single dollar in my trust account, which makes me sleep well at night.
I think it’s a critical component for any attorney who is serious about managing their IOLA funds.”
Daniel Schneider - Farber, Schneider and Ferrari LLP
“I don’t have to move from one software to another. Everything’s there so I can move funds without creating any stress around accounting. This helps me spend my time focusing on what really matters. Attorneys thinking about opening a practice should really think about using Nota.”
Matthew Blaisdell - Blaisdell Law
TOP 10 FOR 10 YEARS STRAIGHT
OF AMERICA’S BEST BANKS
Open an M&T Bank IOLTA account without leaving your home or office. Our concierge bankers will get you up and running in no time. And with Remote Check Deposit from M&T Bank, you can deposit checks right from your phone.1
No more using spreadsheets or ledgers to track your individual client balances. All money in and out of your IOLTA account can be assigned to a client, and reconciled down to the penny. Since Nota is connected with your bank account, you can easily organize and reconcile client funds in real-time.
Reconcile with the click of a button. Our built-in bank account integration helps prevent compliance mistakes before they happen. Get notified when checks clear your account and digitally transfer funds between your IOLTA and operating accounts to help minimize overdrafts.
Minimize the risk around commingling funds or overdrafting. Never worry again if your account is out of balance. Track all outstanding payments and create a reconciliation report with the click of a button. Create custom notes for all transactions and enjoy peace of mind with a 7-year data retention period.
Everything you need in a cloud-based smart IOLTA account management solution. Built from the ground up for attorneys with attorneys.