IOLTA Accounting Guides

practicelaw's step-by-step guides on how to use specific software programs to set up and manage your firm's Interest on Lawyers Trust Account (IOLTA).*

 

In April 2011, the IOLTA guides were made available to the public.

If you are not an MSBA member: click here and complete the form. When you click Submit, the guide you selected will download to your computer.

Why a form?  Providing your name and email allows us to send out updates when they are available.

 

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TitleFormPDFWORDSOURCE 
Keeping Client Trust Accounts with GnuCash 2.2.4PM-200  
Keeping Records for Client Trust Accounts Using Microsoft Office Accounting 2006 or 2007 PM201  
Using QuickBooks 6.0 for Lawyers' Trust AccountingPM-202  
Trust Accounting with QuickBooks 2005 ProfessionalPM-203  
Keeping Clients' Trust Accounts with QuickBooks 2010 ProfessionalPM-204  
Keeping Client Trust Accounts with QuickBooks Online Essentials (2012)PM-205  
*An MSBA member may reproduce one copy of each of these guides for the member’s own use, but may not produce or use them for resale or further distribution.

About the Guides

practicelaw produces these guides and periodically updates them to account for new software developments. Contact us if you have questions about the guides or if you are interested in periodic trainings that review use of the guides for proper IOLTA accounting.

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