THESE AWESOME FEATURES
SLASH HOURS OF WASTED TIME

CLIENT DASHBOARD

CLIENT DASHBOARD

Shows vital client data in one place including emails to/from all users.

NO-FILING NO-TYPING COMMUNICATIONS

NO-FILING NO-TYPING COMMUNICATIONS

Creates emails, letters and text messages in seconds from the template library.

EMAIL MANAGEMENT

EMAIL MANAGEMENT

Auto-copies Outlook emails to client files. Inboxes shrink to manageable sizes.

HISTORY PREVIEW

HISTORY PREVIEW

Displays client history with emails as easily as flipping pages in a folder.

ACCOUNTS INTEGRATION

ACCOUNTS INTEGRATION

  • Shows XERO, SAGE or QuickBooks transactions in the client dashboard.
  • Posts invoices, credit notes and payments without logging in to the accounts software.

WORK MANAGEMENT – ACTION LIST

WORK MANAGEMENT – ACTION LIST

Controls deadlines and follow ups.

JOB MANAGEMENT

JOB MANAGEMENT

Shows jobs in the client dashboard, with their current status and value.

AUTOMATION

AUTOMATION

  • Manages every kind of deadline work for accountants and commercial businesses.
  • Sends client reminders, tracks key dates, and updates action lists.

TIME RECORDING

TIME RECORDING

Records time in real-time or through time sheets.

COMPANIES HOUSE INTEGRATION

COMPANIES HOUSE INTEGRATION

Downloads company addresses, directors and accounting deadlines.

CLIENT ON-BOARDING

CLIENT ON-BOARDING

Creates all on-boarding actions in each user’s action list with deadlines.

POST ROOM

POST ROOM

Speeds up allocating scanned documents to clients or other users.

MAIL SHOTS

MAIL SHOTS

Outputs emails, letters, Excel spreadsheets or text messages with campaign management.

ENGAGEMENT LETTERS & CONTRACTS

ENGAGEMENT LETTERS & CONTRACTS

Writes complex letters in seconds from templates with paragraph options.

ENCRYPTION

ENCRYPTION

Sends encrypted files using government level security (AES256) to clients who decrypt them with private keys at www.docu-crypt.com

ELEVATE YOUR PRODUCTIVITY
WITH THESE GREAT ADD-ONS

DOCUMENT SIGNING VIA PORTAL

DOCUMENT SIGNING VIA PORTAL

www.mydocsafe.com

Sends e-sign requests with a couple of mouse clicks.

Clients don’t need passwords or logins to sign.

Clients see historical documents in the portal.

TEXT MESSAGES

TEXT MESSAGES

www.textlocal.com

Sends individual texts or bulk mail shots.

ANTI-MONEY LAUNDERING

ANTI-MONEY LAUNDERING

www.smartsearch.com

Downloads AML reports to client files.

Logical Office is an integrated all-in-one CRM with incredible functionality

You get the standard features for

£40

+vat per user/month

This includes gold-standard service, training materials and program updates.

Book a no-obligation online demonstration