CosmoLex

LivePlan

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Ratings & Reviews

Overall Rating

4.74 / 5 (288)

4.59 / 5 (102)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

June 12, 2020

June 15, 2020

Pros/Cons

  • Pros

  • I love the functionality and design. Very easy to use. Great customer service as well.

  • Easy to use and very user friendly. Support team is great and very helpful/quick to respond.

  • Cons

  • The accounting portion of the software integrates well, especially with trust accounting. However, the actual accounting side is clunky and harder to use than alternatives such as Quickbooks.

  • Sometimes a little hard to use some of the features, but they are always listening to feature requests.

  • Pros

  • Easy to use and guide you to what it has to be done.

  • Easy to use and good help for creating a Business plan

  • Cons

  • It’s needed at the beginning, but not later.

  • The monthly subscription component, as well as some issues with customization, were challenges with this program.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2020

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots