One reconciliation error in your IOLTA account triggers an automatic ARDC investigation. IOLTAGuard connects directly to your bank and reconciles all three records automatically — before the quarter ends, not after the complaint lands.
One miscalculated quarter. That's all it takes.
Illinois RPC Rule 1.15 requires lawyers to maintain complete, accurate records of all client funds — with zero margin for error.
Any discrepancy reported to the ARDC triggers an automatic investigation — there's no "honest mistake" exception for trust account violations.
Your bank statement, client ledger, and trust register must all match to the penny — every single quarter.
IOLTAGuard runs in the background and catches problems before they become ARDC complaints.
Securely link your IOLTA account via read-only bank connection. No credentials stored.
Log deposits and disbursements per client directly in the tool — or import from your practice management system.
The tool runs three-way reconciliation daily. You see green or get an alert — never a surprise at quarter end.
Generate a ready-to-file quarterly reconciliation report that satisfies Illinois ARDC documentation requirements.
Unlike generic accounting software, every feature was designed around Illinois RPC Rule 1.15 and ARDC audit requirements.
Runs daily against your live bank feed. Flags discrepancies in real-time — not at quarter end when it's already too late.
Read-only connection to your IOLTA account via Plaid. Transactions import automatically — no manual data entry of bank records.
Maintain separate ledger entries per client matter. See exactly whose funds make up the trust balance at any moment.
Proactive notifications when a discrepancy is detected — with enough time to investigate and correct before your quarterly deadline.
Export quarterly reconciliation reports formatted to meet Illinois ARDC documentation standards. Audit-ready in one click.
Keep your existing Clio, MyCase, or other PMS. IOLTAGuard handles only the trust accounting layer — no need to migrate everything.
QuickBooks and Excel weren't built for IOLTA. Every workaround is a liability.
| Capability | QuickBooks / Excel | IOLTAGuard |
|---|---|---|
| Automatic three-way reconciliation | ✗ | ✓ |
| Live bank feed sync | Manual export | ✓ |
| Illinois ARDC rule compliance logic | ✗ | ✓ |
| Pre-quarter discrepancy alerts | ✗ | ✓ |
| Per-client ledger with audit trail | Manual setup | ✓ |
| ARDC-formatted quarterly report | ✗ | ✓ |
| Works alongside existing PMS | Replaces it | ✓ |
Less than the cost of one billable hour. No compliance risk is worth more than that.
For solo practitioners
For firms up to 5 attorneys
For larger firms
Join the waitlist and be the first to know when IOLTAGuard launches. Early access members get 3 months free and a dedicated onboarding call.