This exclusive benefit for members of The Florida Bar is now available.
We will email you a link to sign up for a personalized 1:1 session.
President of The Florida Bar
“With Nota, our members have access – at no cost – to the latest in trust accounting technology and a provider who can help them focus on the growth and continued success of their practice.”
“Nota was designed specifically to help solo practitioners and small firms easily manage the complex and onerous process of trust reconciliation. Core to the platform is providing you with access to the banking, recordkeeping and reconciliation services you need to remain compliant, focus on clients and drive growth.”
Digital client sub-accounts
Create and track client matters
Custom transaction notes
Notate transactions so you can see what they are for
Link to your Bank
Sync transactions from your Bank to Nota
See the balancing of your adjusted trust, Nota client ledger and book balances
Get notified for untagged transactions and cleared check
7-year digital paper trail
Enjoy peace of mind