Reconcile your IOLTA account in real-time. Close the loop between your bank account, checkbook, and client ledger today.
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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.*
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.
Cloud Based
Online Integration
Integration
Jose Campos
Daniel Schneider
Matthew Blaisdell
“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.”
“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.”
“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.”
Free yourself from IOLTA management headaches.
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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.
Nota is a product offered by M&T Bank. It is available to attorneys whose offices are located in and who are practicing law in NY, NJ, MD, PA, DE, CT, VA, DC, FL, and WV and to whom the rules and regulations for IOLTA accounts are applicable. The advertised product and its features and availability are subject to change at any time and without notice. Use of the product is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.
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