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.

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.

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

The built in efficiency. Great accounting system. Easy to generate invoices, apply payments, and print checks.

It takes a bit to learn how to do everything and fully utilize the software. That being said, the customer service is excellent. The software is pricey and I wish there was a discounted rate for firm members who only have limited access.

What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me)

Used to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back!

The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA.

The software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled.

The only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult.

Much more intuitive than our previous program.

I like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.

Nothing yet as far as functionality. Wish the data migration services were more affordable.