Separate every client balance
Maintain a distinct matter ledger for each client whose funds are held in the trust account.
New York IOLA software
Matter-level IOLA controls for New York law firms.
FIDGARD connects bank activity, QuickBooks, and client matter ledgers so firms can validate disbursements, maintain reviewable records, and complete structured three-way reconciliation.
First 30 days free · Then $199/month
AI closing processing: $3 per closing
Your firm remains in control of its accounts and client funds.
FIDGARD CONTROL LAYERBank activity↓Client & matter ledgers↓QuickBooks + reconciliationEvery step tied to a reviewable record
Purpose-built outcomes
Control the work that generic accounting software leaves to spreadsheets.
Catch negative-balance risk
Review proposed activity against the matter’s available collected funds before approval.
Build a reviewable record
Preserve transaction history, voids, reversals, source documents, and reconciliation evidence.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Connect
Bring in the IOLA bank account and map the corresponding QuickBooks records.
Attribute
Assign deposits and disbursements to the correct client matter.
Review
Investigate exceptions, pending activity, and available funds.
Approve
Keep authorized users in control of final disbursement decisions.
Reconcile
Compare bank, book, and matter-ledger totals.
A focused control layer
Support compliance without promising it.
FIDGARD supports trust-account recordkeeping and control workflows aligned with ABA Model Rule 1.15. New York requirements and each firm’s professional obligations remain the responsibility of the firm and its advisers.
- Keep your firm-controlled bank accounts
- Keep QuickBooks as the general ledger
- Keep your practice-management platform
- Keep your internal or outside accountant involved
Low-risk next step
Start with one account and one clear success test.
A guided pilot can validate beginning balances, run alongside your current process, and complete a first three-way reconciliation before broader adoption.
See your workflow in FIDGARD
Book your 20-minute demo.
We will focus on new york iola software. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.