I am pleased to welcome Nota as a new sponsor to iPhone J.D. Nota is a no-cost IOLTA management solution powered by M&T Bank. It was built by working directly with solo and small law firms and is designed to help simplify trust account management.
Nota’s cloud-based intuitive design uses real-time information directly from your bank accounts making it seamless for you to adhere to accounting requirements. Forget using a spreadsheet 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.
Features include one-click reconciliation reporting, custom transaction alerts and virtual client sub-accounts with smart tagging.
I had a chance to see a comprehensive demo of how Nota works, and I was impressed. You access Nota by using a web browser on your PC or Mac, and the interface is clean and straightforward. The service makes it easy to create and manage virtual sub-accounts for each of your matters with no limit to the number of client matters.
Nota is currently available to attorneys whose offices are located in and who are practicing law in New York, New Jersey, Maryland, Pennsylvania, Delaware, Connecticut, Virginia, Washington, D.C., Florida, and West Virginia and to whom the rules and regulations for IOLTA accounts are applicable.
Click here to learn more about Nota. Terms and conditions may apply.
