1. Home
  2. Subscription
  3. Subscription Management
  4. Add a CosmoLex Accounting Partner (CAP) to Your Subscription

Add a CosmoLex Accounting Partner (CAP) to Your Subscription

The CosmoLex Accounting Partners (CAP) program provides your external/independent bookkeeper or accountant with complimentary system access to assist you with your accounting needs.

Note

Throughout this article, the CAP acronym refers to your external/independent bookkeeper or accountant.

ComsoLex allows one CAP account per subscription.

Obtain a CAP License

To obtain a CAP license:

  1. You, or your CAP emails partners@cosmolex.com requesting your CAP’s account access.
  2. Upon receipt of the email, CosmoLex contacts your CAP to verify their contact information and independent status.
  3. CosmoLex emails your firm to confirm your CAP’s access activation.

    Important

    To avoid incurring a charge, do not enter your CAP user prior to receiving the confirmation email.

  4. Your firm administrator adds your CAP as a User to your subscription using a unique login ID that differs from their access-activated email address.
     
    Caution

    Add the user under the same email address with which your CAP signed up for the Partner program. This is key to your adding this user for free. Ignore any messaging regarding account charges if using the proper email.

    Some CAPs provide accounting assistance to more than one CosmoLex customer, so a unique Login ID allows them to be users on multiple accounts. 

    For assistance setting up your Bookkeeper’s role, rights, and restrictions, contact our Support Team

    Add Your CAP as a User

    For additional information regarding adding your CAP to your subscription, see Add a User.

    Assign Appropriate User Role

    When you add your CAP user, you can also assign their role and permissions or customize their user role.

    User Already Exists

    As the firm administrator, you must delete the CAP, then re-invite them to your system.

    Be sure to:

    • Use their access-activated email as their email address.
    • Change the Login ID to something unique to your firm and easy to remember, like bookkeeper@xyzlawfirm. 

Updated on August 26, 2021

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support