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ease
features
design
support

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Description

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

Description

Regardless of the size of your business, you can still enjoy the advantages typically associated with larger corporations. Streamline your operations and safeguard your assets through data breach protection, legal assistance, mobile phone insurance, and round-the-clock Telehealth services. With Telehealth, you can connect with board-certified physicians and licensed mental health experts via phone or video consultations at no charge. Enhance your business security with comprehensive Data Breach Response and Recovery Services. You can receive coverage of up to $500 two times within a 12-month span to guard against unintentional damage, mechanical malfunctions, or theft. Benefit from a vast network of attorneys offering both free and discounted legal services to support your business needs. Additionally, maximize your financial growth with competitive interest rates on your account balances. Security Service Federal Credit Union stands out as a premier financial institution with offerings tailored to its members' diverse needs, boasting locations throughout Texas, Colorado, and Utah. With such an array of services, you can ensure that your business is well-supported in every aspect of its operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am LawPay
Clio

Integrations

8am LawPay
Clio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Nota

Country

United States

Website

www.trustnota.com

Vendor Details

Company Name

Security Service Federal Credit Union

Founded

1956

Country

United States

Website

www.ssfcu.org/business/checking

Product Features

Business Bank Accounts

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

Trust Accounting

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

Product Features

Business Bank Accounts

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

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