Nota by M&T Bank

The Florida Bar Trust Accounting Solution

Trust account maintenance and compliance is critically important. Nota by M&T Bank’s financial management platform — available at no cost to members — helps lawyers manage trust accounts and avoid costly mistakes by providing a simplified, seamless, and efficient trust accounting platform that reconciles accounts, especially for solo practitioners and small firms.

Nota by M&T Bank’s platform provides attorneys with total visibility into their bank accounts along with full integration into law firm workflows. The platform, designed specifically for attorneys, helps to streamline the exacting management of client IOTA accounts, and integrates easily with major practice management, legal payment, and accounting platforms. Nota by M&T Bank seamlessly integrates with client accounts across multiple financial institutions or as a standalone trust accounting solution.

Register today and get started immediately

Questions? Email customer support or call 1-800-724-1313.

TrustBooks Accounting Software Built for Law Firms

Eliminate your accounting headaches with a software that understands law firms.

Key features include:

• Manage your trust account(s) to ensure compliance with The Florida Bar trust rules.
• Easy and intuitive workflows designed for the modern law firm.
• Track all accounting activity at the client level.
• Integrate with your online bank, Clio and LawPay to save time.

TrustBooks offers a 14-day free trial. Florida Bar members get an exclusive discount of 3 months free (25% discount) on annual Tier One or Tier Two plans or $15 off (12% discount) on monthly Tier Three plan. Go online to learn more and start using TrustBooks. Use the discount promo code FLORIDA.

Tabs3 Software

Members of the Florida Bar are entitled to exclusive pricing for Tabs3 Trust Accounting Software (handles up to 5 billable timekeepers). The member benefit price is $99 – over a 40% savings!

Firms who use Tabs3 Trust Accounting Software can track an unlimited number of trust accounts and manage up to 99 different bank accounts. The software warns you when an account goes below a minimum balance, allows for easy reconciliation of bank statements, and even processes credit card transactions (merchant account required). Tabs3 Trust Accounting Software seamlessly integrates with Tabs3 Billing Software, the most award winning legal billing software for solo, small and midsize firms. Choose from cloud, hosted, and on-premises server options; all include outstanding U.S.-based support.

To order Tabs3 Trust Accounting Software, firms located in northern, central, or gulf coast of Florida should contact Britt Lorish at 877-676-5492. Firms in the greater Miami/Fort Lauderdale area should contact Edie Zimmerman at 561-602-0544.

Learn more about Florida Bar membership pricing.