CosmoLex vs Holistiplan
CosmoLexLegal Practice Management
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
CosmoLex Legal Practice Management All-in-one legal practice management with billing. | Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | |
|---|---|---|
| Overview | ||
| Category | Legal Practice Management | Financial Advisory Practice |
| What it is | CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms. | Tax planning software for financial advisors automating tax return analysis and client-ready reports. |
| Pricing | ||
| Published price | Standard: $89/user/month Premium: $99/user/month with advanced features | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. |
| Pricing model | Tiered plans | Tiered plans |
| Free options | Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2007 | 2019 |
| Team size | 51-200 employees | 11-50 employees |
| Headquarters | Hackensack, New Jersey | St. Cloud, MN |
| Featured clients | Solo attorneys, Small law firms, Growing practices | Not available |