Business Checking Overview

Details Nota's Business Checking Management Features

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Follow these easy steps to use Nota’s checking functionality:

1. Have an M&T Simple Checking for Business or other eligible checking accounts.
2. Ensure your checking account is enrolled in your M&T Web Banking for Business Profile.

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Don’t have an M&T business checking account? 

Click here to provide information for our team to help you open your account.

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Expense Tagging

• Set up custom categories to track income and expense items like payroll, rent, court fees, and client payments. All money in and out of your account can be tagged to a category for easy tracking.

Here is an example of the business checking dashboard: 

• Similar to Nota trust, this is where you can tag transactions into categories

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Here is an example of what the categories look like:

 

Here is an example of what the category report looks like:

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Check Register

• Log outstanding checks in a digital check register

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Check Printing

• Print professional business checks directly from your account to your home/office printer
  • Enrollment for check printing is the same as IOLTA. 
    • If you are already enrolled in check printing for your trust account, you are automatically set up to print checks for your business account

• • • Click here for help enrolling and check printing tips

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV. IOLTA accounts held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.

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