Member benefits
BENEFITS
Discover the exclusive advantages of being a Nota member. Our comprehensive platform is designed to empower you with innovative tools, premium resources, and tailored solutions.
Benefits of Nota
Digital client sub-accounts
Create and track client matters
Custom transaction notes
Notate transactions so you can quickly see what they are for
Link to your bank
Sync M&T transactions to Nota
3-way reconciliation
View your trust, ledger, and balances
Custom alerts
Get notified about transactions and checks
7-year digital paper trail
Enjoy peace of mind through documentation
Don’t take our word for it:
Annelies M., Florida attorney
"I cannot say enough nice things about Nota, Tim, and the entire M&T team. The Nota software is amazing — it makes my life so much easier. I get reminders when I have any trust activities and follow-up reminders if I get busy and don’t get to the task. I’m no longer concerned that I missed a trust activity — Nota does the worrying for me.”
