IOLTA Trust Account Compliance for Law Firms

Purpose-built for law firm trust compliance

Quin + QuickBooks Online, purpose-built for law firm IOLTA compliance. It is the only tool that compares your bank statement, QuickBooks, and case management system in one automated three-way reconciliation diagnostic.

Why it matters

Under ABA Model Rule 1.15, attorneys must keep client trust funds fully accounted for. A three-way reconciliation proves the trust bank balance, your firm's trust ledger, and the sum of every client ledger all agree.

What's included

• Automated three-way IOLTA reconciliation
• Bank vs. QuickBooks vs. case-management comparison
• Outstanding check and stale-item tracking
• Per-matter client ledger detail
• Plain-English AI analysis from Quin

No setup fee. No long-term contract. 7-day free trial included.