LexTabs
LexTabs: Broad trust controls, reconciliation, compliance monitoring, and collaboration from $39/month. Ranked #12 of 40 in Legal Trust Accounting Software by our editors (7.8/10); pricing: 60-day trial; best for firms wanting broad, affordable trust controls.
At a glance
- Editor score7.8 / 10
- Pricing60-day trial
- Best forFirms wanting broad, affordable trust controls
- Free planNo
- Paid from$39/mo
- Three-way reconciliationYes
- Facts checked21 Sep 2026
Where it wins
- Three-way reconciliation connects bank statements, transactions, and trust records
- IOLTA compliance monitoring, ledgers, audit logs, and reporting
- Five integrations, including Clio, QuickBooks, Plaid, and Stripe
Where it doesn't
- No free plan; paid plans start at $39 per month
- Some advanced audit and compliance capabilities are marked coming soon
- Enterprise pricing is custom rather than publicly listed
Our verdict on LexTabs
LexTabs is a web-based trust accounting and wire-transfer verification platform for legal professionals. It is designed for solo practitioners, small firms, and growing firms that need trust transaction records, client and matter ledgers, bank data imports, three-way reconciliation, IOLTA compliance monitoring, reporting, and audit logs in one system. Role-based access, team collaboration, document storage with OCR, and secure wire workflows extend its focus beyond basic bookkeeping.
The dedicated pricing page lists Basic Trust Management at $39 per month with trust accounting and IOLTA compliance, multi-organization support, three-tier user roles, bank feed integration, audit trails and activity logs, and QuickBooks integration. Pro with AI costs $59 per month and adds AI-powered document analysis, automated reconciliation insights, smart reminders and alerts, wire transfer management, multi-factor authorization, and bank API integration. Enterprise has custom pricing, volume discounts, and additional features. A 60-day trial gives firms time to assess the paid product before committing. The published plans make LexTabs a practical fit for firms seeking a broad feature set at a stated monthly price, while firms requiring fixed enterprise pricing may prefer a product with more transparent large-team rates.
Its strongest functional advantage is the combination of three-way reconciliation, automated transaction categorization and matching, compliance reporting, matter-level ledgers, and secure wire management. Integrations with Clio, QuickBooks, Microsoft 365, Plaid, and Stripe support common legal and financial workflows. However, some advanced audit trail management and compliance capabilities are marked as coming soon. Firms that need these capabilities immediately should evaluate alternatives, while firms prioritizing broad trust controls, AI-assisted processing, collaboration, and web access should consider LexTabs.
Your product? Our editors can test LexTabs in depth and publish a review, labelled as paid · from $149/mo →
LexTabs pricing
All 3 LexTabs plans and prices →
LexTabs fact sheet
| Free plan | No |
|---|---|
| Paid from | $39/mo |
| Three-way reconciliation | Yes |
| Matter-level trust ledgers | Yes |
| Trust transfers | Not verified |
| Audit trail | Yes |
| Primary platform | Web |
| Matter limit | Not verified |
| Free trial | 60 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Phone, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Clio, QuickBooks, Microsoft 365, Plaid, Stripe |
| Pricing | 60-day trial (source) |
| Website | lextabs.com |
| Facts checked | 21 Sep 2026 |
LexTabs integrations
LexTabs lists 5 integrations on its own site.
- Clio
- QuickBooks
- Microsoft 365
- Plaid
- Stripe
Alternatives to LexTabs
- MyCase Legal AccountingA focused MyCase add-on for trust accounting, reconciliation, billing, and firm reporting.8.7
- Clio AccountingA Clio-native accounting system for firms managing trust, operating, and client finances.8.6
- CosmoLexA broad legal operations suite for firms that need trust accounting alongside practice tools.8.5
See all LexTabs alternatives →
Used LexTabs? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used LexTabs for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
LexTabs is listed in our Legal Trust Accounting Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/lextabs/"><img src="https://www.itechguides.com/best/badge/lextabs.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update