Enroll in Nota today, refer a colleague tomorrow.

We’re so sure you’ll love it, you can earn $300 for every referral that signs up.*

See what Nota customers have to say

I can now reconcile in real-time.

“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.

I can account for every single dollar in my trust account.

“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’ve really been enjoying how easy Nota is.

“I’ve really been enjoying how easy Nota is.

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

Join the thousands of attorneys who bank with

Watch how Nota supercharges your IOLTA management

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TOP 10 FOR 10 YEARS STRAIGHT

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OF AMERICA’S BEST BANKS

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GREENWICH ASSOCIATES

Remote account opening and banking

Bank when and where you want.

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

Digital client sub-accounts with smart reconciliation

Easily account for every penny in real-time.

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.

Bank account integration

Keep your IOLTA account continuously reconciled.

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.

Controls that help keep you compliant

Don’t fear the audit.

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.