CosmoLex

Practice Management and Accounting in One

Commentaires : One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Avantages :

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Inconvénients :

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

I am glad I found CosmoLex, I could not get through a day without it.

Avantages :

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Inconvénients :

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

It is very clunky to use.

Commentaires : I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.

Avantages :

It is better than PC Law was. Other than that, I would rather not use it.

Inconvénients :

you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.

Great Program!

Commentaires : It's made reconciling accounts much easier and faster for me. I love the layout. It's also been a breeze to create invoices in (minus needing to edit them afterwards because the customization doesn't do what we'd like it to do).

Avantages :

It's extremely user friendly! I love that I can print all the cheques I need on a file at the same time, or all the cheques I'm using to pay invoices at the same time.

Inconvénients :

The invoice customization tool is the only non user thing about this program.

Best Attorney Software

Commentaires : Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Avantages :

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Inconvénients :

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.