Trust accounting rules
Bar rules prohibit fees debited from IOLTA funds.
Separate IOLTA and operating deposits, retainer collection, e-invoicing, and $0 in card fees.
Attorneys have a problem most merchants don't: processing fees must never be deducted from a client trust account. Tasskel Pay separates IOLTA and operating deposits so fees and chargebacks never touch trust funds — and under the zero-fee program there are no processing fees to allocate in the first place.
Bar rules prohibit fees debited from IOLTA funds.
A $15,000 retainer on a card is $435 in conventional processing.
Mailed invoices stretch collection cycles for months.
Funds route to the correct account automatically, with any costs isolated from IOLTA.
Collect initial retainers and automatic replenishment on stored cards.
Branded invoices with a pay-now link and full audit trail.
Payments tagged by client and matter for clean reconciliation.
What this saves you
A firm collecting $150,000/month by card typically pays $50,000+ a year in processing.
At no additional charge — the same platform your merchant account runs on.
No. Trust and operating deposits are separated, which is the standard requirement for attorney accounts.
Yes — bank transfer is included and common for large retainers.
Complete your online merchant application, keep 100% of your card sales, and unlock the full Tasskel business suite with your account.