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Register today and get started immediately. 

This exclusive benefit for members of The Florida Bar is now available.

Complete the form to sign up for a personalized 1:1 Session.

Don’t take our word for it:

Annelies M. Florida Attorney

"I cannot say enough nice things about Nota, Tim, and the entire M&T team.  The Nota software is amazing- it makes my life so much easier.  I get reminders when I have any trust activities and follow-up reminders if I get busy and don’t get to the task.  I’m no longer concerned that I missed a trust activity- Nota does the worrying for me.”

 

Benefits of Nota

Operating Accounts

Digital client sub-accounts

Create and track client matters

Direct Annotations

Custom transaction notes

Notate transactions so you can see what they are for

Bank Reconciled

Link to your Bank

Sync transactions from your Bank to Nota

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3-Way Reconciliation

See the balancing of your adjusted trust, Nota client ledger and book balances

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Custom alerts

Get notified for untagged transactions and cleared check

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7-year digital paper trail

Enjoy peace of mind

Say goodbye to trust accounting challenges, simplify compliance

and get back to the work that matters: helping your clients.

Together, Nota and The Florida Bar bring you a platform with a transparent view to help make trust management effortless. Register Today!

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Scott

Scott Westheimer
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.”

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Paul

Paul Garibian
CEO, Nota

“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.”

Register Today for Access

Sign up to be among the first to take advantage of this exclusive no-cost
benefit and simplify Trust Accounting with Nota. 

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