Audience

Business banking solutions designed specifically for solo and small law firms

About Nota

Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer.

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Integrations

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Ratings/Reviews

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Company Information

Nota
United States
www.trustnota.com

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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

Nota Frequently Asked Questions

Q: What kinds of users and organization types does Nota work with?
Q: What languages does Nota support in their product?
Q: What kind of support options does Nota offer?
Q: What other applications or services does Nota integrate with?
Q: What type of training does Nota provide?

Nota Product Features

Business Bank Accounts

Savings Account
Checking Account
Spend Management
Business Credit Cards
Bank Wires
Expense Management
Bill Pay
Instant Payouts
Rewards
Billing & Invoicing
Checks
No Fee Payments

Trust Accounting

Fee Calculation & Posting
Compliance Management
Activity Tracking
Asset Gain & Loss Reporting
Cross Ledger Posting
Tax Management
Receipt Management
Accrual Accounting
Check Writing
Customer Statements