The Florida Bar

Nota by M&T Bank

The Florida Bar Trust Accounting Solution

Available at no cost to members.

Trust account maintenance and compliance is critically important. Nota by M&T Bank’s financial management platform 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.

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