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FOR ACCOUNTANTS · BOOKKEEPERS · TAX PROS · CONSULTANTS
Replace 15 tools with one. Your other subscriptions will be fine.
A single login for CRM, email marketing, scheduling, invoicing, texting, review management, websites, and more. Yes, really.
★★★★★ 4.9/5 from businesses nationwide
THE TAB-SWITCHING TAX
You reconcile everyone’s accounts.
Meanwhile, your tech stack is doing parkour.
It's a special kind of irony. You spend your days expertly managing everyone else's P&L, yet your own monthly expenses look like a CVS receipt of disconnected software subscriptions.
You've got one app for scheduling, another for emailing, a third for texting, and a fourth just to remind you to check the other three. The result? Missed prospect calls. Frantic copy-pasting of client data between 20 open tabs. A tax season that feels less like accounting and more like a competitive e-sport.
THE LEDGER
Let's itemize the damage.
Let's be completely honest about what your current "franken-stack" of subscriptions is actually costing you every month. Grab a calculator. We'll wait.
One login. Everything included.
Client CRM & Pipelines
Know exactly whose documents are missing without opening eight tabs. A minor miracle.
Email Marketing
Broadcast tax updates to your entire client list. Or just remind them what a write-off actually is.
2-Way Text Messaging
Because nobody reads emails anymore, but they will definitely text you at 11 PM about a receipt.
Online Scheduling
Let clients book their own appointments. Reclaim the hours you spent playing calendar Tetris.
Invoicing & Payments
Send invoices that actually get paid. It's like magic, but with accounting.
Review Management
Automatically ask happy clients for Google reviews. Ignore the ones who complained about their tax bill.
Website & Funnels
A professional online presence that says 'I know what I'm doing' instead of 'I built this in 2004.'
Unified Inbox
Every email, text, and social message in one feed. Stop digging through your spam folder for W-2s.
Missed-Call Text-Back
Automatically text back when you miss a call. Prove you care, even while you're ignoring them.
Forms & Client Intake
Securely collect information before the meeting. Stop deciphering handwriting on crumpled napkins.
Automation & Workflows
Put deadline reminders on autopilot. Let the robots do the nagging.
Social Scheduler & AI
Look active on social media without actually being active on social media. A win-win.
How this works.
(It's almost therapeutic.)
01
Sign up in 2 minutes
Give us two minutes and a payment method. It's the easiest software breakup you'll ever initiate.
02
Concierge Onboarding
Optional, but glorious. We sit with you and configure your pipelines, calendars, and automations. Just bring coffee.
03
Cancel the Rest
Terminate the other 15 tools one renewal at a time. Enjoy the quiet satisfaction of a consolidated tech stack.
Start Your Therapeutic Journey
Don't just take our word for it.
“Booking clients and managing client meetings has become so much simpler with CosmoPro. The Formosi team has been wonderful to work with — responsive, organized, and always making sure we know exactly what to do next.”
“Everything is finally in one place, and I love it. Messages, appointments, follow-ups, reviews, payments — it all just makes sense now. Formosi made the transition smooth and helped our team feel confident using it.”
“CosmoPro has been so easy to use, and the Formosi team made the entire setup feel simple. They walked us through everything, cleaned up our process, and helped us actually use the software instead of just staring at another dashboard.”
Cancel everything else. Pay us instead.
COSMOPRO COMPLETE
$397/mo
Cancel anytime. No long-term contracts.
- All 15 tool categories included
- Unlimited contacts and client records
- Website, funnels, and hosting
- Email, SMS, and unified inbox
- Invoicing, payments, and e-signatures
- Automated review engine
- U.S.-based Formosi support
$397/month does not include the one-time $1,500 Concierge Setup — you can select it during checkout. Custom website build-out and additional services available separately. Usage-based phone/email rates may apply.
CLARITY BEFORE YOU COMMIT
The Interrogation Room.
We know you have questions. Some of them are just excuses disguised as questions, but we'll answer them anyway. Here is the unfiltered, deadpan truth about how this actually works.
Does CosmoPro replace QuickBooks?
No. Keep QuickBooks for the books. CosmoPro replaces literally everything around it. CRM, scheduling, invoicing, marketing, texting—we do the heavy lifting, QB does the math.
I'm a bookkeeper or consultant, not an accountant. Is this for me?
Yes. If you have clients, appointments, invoices, and a creeping sense of dread when you look at your software bill, you belong here.
What exactly is this $1,500 Concierge Setup?
It's us doing the work so you don't have to. We build your pipelines, configure your calendars, and set up your automations. It's completely optional, but highly recommended if your idea of a good time isn't mapping fields.
Is a website included?
The builder, templates, and hosting are fully included in the $397/month. If you want us to custom-design a bespoke digital masterpiece for you, that's a separate conversation (and invoice).
How hard is it to switch?
Marginally less painful than a root canal, significantly more rewarding. We provide the tools to import your contacts and data. If you get Concierge Setup, we'll hold your hand through the scary parts.
Are you going to lock me into a blood oath contract?
Month to month. Cancel anytime. We prefer to keep you around by actually being useful, not by threatening you with legal action.
Put $574/month back where it belongs.
Cancel the bloat. Keep the revenue. (And your sanity.)
★★★★★ 4.9/5 from businesses nationwide
Since 2003, our systems have propelled businesses to new heights. Unleash your full potential with Formosi's most ruthlessly effective platform for rapid growth.
Torrance, CA USA
