Logical Office CRM for Accountants

Is Logical Office the best accounting CRM software? Judge for yourself! As an accountant, you face a constant barrage of deadlines, and often get bogged down with inefficient systems requiring too much manual effort, and you have to cope with GDPR and MTD.

Logical Office  streamlines your busy office by automating tiresome jobs e.g. automatically copying emails from your inbox to client files, and auto-sending for VAT, Payroll, Self-Assessments, Annual Accounts/Confirmation Statements,, Management Accounts – and much more.

Sending documents to a portal for e-signing has never been so easy with Logical Office. Signed documents are returned back to your client  files as part of seamless integration to MyDocSafe.

These benefits improve your profits and enable growth without needing to hire more staff, saving thousands of pounds worth of time.

PAPERLESS OFFICE: Gets rid of paper & files your emails

Having your emails filed automatically for you saves a massive amount of wasted time – around one week per member of staff, taking into account manually finding emails as well as filing them.

The side effect of email auto-filing is that all your client correspondence is in one place,  regardless of who the email was sent to.

So you end up with the benefits of an electronic file, but the convenience and ease of use of paper i.e. you can quickly read through it one page at a time without opening and closing every document.

PRACTICE MANAGEMENT: Does your boring repetitive work

Why spend hours checking Excel spread sheets or other systems to see when reminders are due, then more time accessing each client to send reminders?This complete waste of time is eliminated by Logical Office Workflows which monitor each job and take appropriate action.

All your Year End Accounts, VAT, Payrolls, Self-Assessments and Annual Returns can be controlled by the computer, saving hours of your time and money – £12,000 for the first accountancy firm who used Logical Office for practice management (See case studies).

Because you might work differently to other accountants, you can customise Workflows to suit your operation. Program updates do not affect Workflows, so your investment in efficiency is protected.

FASTER ADMIN: Writes your complex engagement letters

Complex multi-options letters can be produced in seconds using our Paragraph Option feature when writing Ms-Word documents from templates.

The good news is that you can use our “off-the-shelf” templates immediately to produce engagement letters to the ICAEW standard, and we have an ACCA pack so you don’t have to waste time creating these.

Engagement letters can be pre-signed and sent as PDFs, or you can send them to clients via the Logical Office client portal (available first quarter 2016).

If you want to change the templates simply edit them, or create your own completely bespoke letters with their own questions and answers, so writing complex letters becomes a “doddle”.

EASY MARKETING: Keeps in touch with your prospects and clients

Most accountants don’t need to do marketing because they rely on “word of mouth”. However if you want to grow based on a more predictable form of marketing you can use the Logical Office mail shot programs to send targeted mail shots to prospective clients.

We provide a second database so you can keep prospects separated from clients. Typically you would not want to mix prospects with clients.

If you can write a series of emails or letters or even SMS message, then why not use a Workflow to send these out automatically. You don’t need to worry about when to send them, and which one is due next, because the Workflow takes care of that. Just add prospects, and let the computer take the strain. Ruthless, relentless marketing with no manual effort!

INTEGRATED  XERO ACCOUNTS: Records, manages & bills your time

Records your time either in real-time or by batch input.

Show your work in progress for each job, time recorder and client.

You can bill time direct into XERO from recorded time with full control over write-offs and adjustments.

Even if you don’t charge for time it’s  vital to know how your staff time is spent and how profitable your fixed fee work is.

DATA MANAGEMENT: Integrates with your  SQL database

Logical Office can pull in data from your existing SQL database to avoid initial set-up effort e.g. IRIS, DIGITA, CCH, Taxcalc etc.

You can also convert documents from your existing systems e.g. Microsoft Office 365, INVU, Virtual Cabinet, DOCUSOFT etc

Linking to your existing SQL database means you don’t have to enter data twice. When you create a new record or change an existing record, the changes will be recreated in Logical Office’s relational database.

MOST WANTED: These time bandits steal your billable time

Time is a commodity we all value, and these practices are robbing you blind every day.

Find out what they are, and how to deal with them.

Download our TIME BANDITS ARTICLE to get the full story.

Time is money – why waste it?

Logical Office for Commercial Companies

Logical Office cuts your overheads, and saves time which means greater efficiency and profitability.

You boost sales by doing marketing more effectively and using Workflows to keep reminding prospects of your services and to standardise the approach to sales.

Using a paperless office with document management means you don’t lose files, and everything is available in one place.

Gets rid of paper & files your emails

Having your emails filed automatically for you saves a massive amount of wasted time – around one week per member of staff, taking into account manually finding emails as well as filing them.

The side effect of email auto-filing is that all your customer correspondence is in one place,  regardless of who the email was sent to. So you end up with the benefits of an electronic file, but the convenience and ease of use of paper i.e. you can quickly read through it one page at a time without opening and closing every document.

Does your boring repetitive work for you

Why spend hours checking Excel spread sheets or other systems to see when reminders are due, then more time accessing each customer to send reminders?This complete waste of time is eliminated by Logical Office Workflows which monitor each job and take appropriate action.

This could be raising recurring invoices, scheduling maintenance visits, revising contracts, making sure sales calls are done on time – any work requiring follow-up actions to be done on time.

Because you might work differently to other companies, you can customise Workflows to suit your operation. Program updates do not affect Workflows, so your investment in efficiency is protected.

Raises invoices fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise invoices in seconds in a currency of your choice and send them rapidly as PDF attachments.

Invoices can be edited using Ms-Word. Finding old invoices is easy because they’re all part of the customer history.

Unpaid invoices are chased by a debt recovery Workflow, so your cash flow will improve without wasting time chasing every invoice.

Streamlines your sales process

Keeping track of all communications is vital to the sales process and Logical Office does this by automatically filing emails when they arrive in your inbox.

Sales quotations can be created fast, edited in Ms-Word, and sent as email attachments direct from your prospect file.

Sales opportunities can be created on-the-fly and monitored using our analysis reports.

User action lists make it easy for sales personnel to follow up on time every time.

Does your mail shot marketing for you

Logical Office send a series of pre-written communications (email, letter or SMS text message) automatically at the correct intervals.

This means your marketing is persistent and effortless, creating new business by treating each prospect in the same way.  You also do manual mail shots anytime if required.

Adding new prospects can be done automatically from your web page or manually, and then assigning the marketing Workflow to them will begin the automated process.

Integrates with your existing SQL database

Logical Office can pull in data from your existing SQL database to speed up implementation.

You can also convert documents from your existing Windows directories or other systems.

Linking to your existing SQL database means you don’t have to enter data twice. When you create a new record or change an existing record, the changes will be recreated in Logical Office’s relational database.

Logical Office for Charities – see all member’s data in one place

Logical Office assists charities to increase their performance and service levels with minimal expenditure. Save up to £25,000 per annum using Workflows and cutting wasted time.

Using a paperless office with document management means greater efficiency and because every charity needs to hold specific types of data the flexibility of Logical Office means a tailored system can be provided at low cost to manage donations and membership.

Reduces paperwork & files your emails

Instead of wasting time filing emails you can get on with more valuable work.

The side effect of email auto-filing is that all your customer correspondence is in one place,  regardless of who the email was sent to. So you end up with the benefits of an electronic file, but the convenience and ease of use of paper i.e. you can quickly read through it one page at a time without opening and closing every document.

Shortens your day by working for you & automating processes

Why spend hours checking Excel spread sheets or other systems to see when reminders are due, then more time accessing each customer to send reminders?This complete waste of time is eliminated by Logical Office Workflows which monitor each job and take appropriate action.

This could be sending subscription reminders, chasing for payment, or marketing to increase revenues.

Because you might work differently to other charities, you can customise Workflows to suit your operation. Program updates do not affect Workflows, so your investment in efficiency is protected.

Raises invoices fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise invoices in seconds in a currency of your choice and send them rapidly as PDF attachments.

Invoices can be edited using Ms-Word. Finding old invoices is easy because they’re all part of the customer history.

Unpaid invoices are chased by a debt recovery Workflow, so your cash flow will improve without wasting time chasing every invoice.

Subscription and donation invoices/receipts can be sent rapidly.

Streamlines your administration processes

Keeping track of all communications is vital to good service and Logical Office does this by automatically filing emails when they arrive in your inbox.

Tailored documents can be created fast, edited in Ms-Word, and sent as email attachments direct from your client file.

Using pre-written templates means you produce emails, letters and SMS text messages in seconds rather than minutes.

User action lists make it easy for you to follow up on time every time for more efficient administration.

Does your mail shot marketing for you

Logical Office send a series of pre-written communications (email, letter or SMS text message) automatically at the correct intervals.

This means your marketing is persistent and effortless, creating new business by treating each prospect in the same way. You also do manual mail shots anytime if required.

Adding new prospects can be done automatically from your web page or manually, and then assigning the marketing Workflow to them will begin the automated process.

Integrates with your existing SQL database

Logical Office can pull in data from your existing SQL database to speed up implementation.

You can also convert documents from your existing Windows directories or other systems.

Linking to your existing SQL database means you don’t have to enter data twice. When you create a new record or change an existing record, the changes will be recreated in Logical Office’s relational database.

Logical Office for Lawyers

Lawyers benefit from Logical Office’s integrated client files showing all email communication in one place, further categorised by matter.

Documents are held in a secure environment and can be further protected in an encrypted vault to enable legal admissibility to British Standards.

For lawyers who already have systems Logical Office can be added to enable marketing to existing and new clients with no effort – an area in which most lawyers underperform.

Reduces paperwork & files your emails by matter

Instead of wasting time filing emails you can get on with more valuable work.

The side effect of email auto-filing by specific case/matter is that all your customer correspondence is in one place,  regardless of who the email was sent to. So you end up with the benefits of an electronic file, but the convenience and ease of use of paper i.e. you can quickly read through it one page at a time without opening and closing every document.

Working papers can also be scanned to provide a complete history.

Tailored Case Management

If you don’t have a case management system already, or you require a bespoke approach due to the type of work you do, Logical Office provides a solution.

You can customise Workflows to suit your operation, or we can do this for you at surprisingly low cost. Program updates do not affect Workflows, so your investment in efficiency is protected.

Raises bills fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise bills in seconds in a currency of your choice and send them rapidly as PDF attachments.

Bills can be edited using Ms-Word. Finding old bills is easy because they’re all part of the client history. Unpaid bills are chased automatically to improve cash flow without manual effort.

Logical Office does not handle monies held for clients, so is more suitable for sole practitioners who don’t need a full accounts program, or firms who don’t need this requirement.

Keeps in touch with your clients

Once the case is over, lawyers tend to move on to the next one, and often lose touch with clients.

This may result in lost business, as old clients may need new services and may have even forgotten who helped them before e.g. conveyancing matter, or divorce/house sale.

Keeping in touch occasionally can be completely automated so clients don’t forget, and they know about extra services which they may not be aware of.

Integrates with your existing SQL database

Logical Office can pull in data from your existing SQL database to speed up implementation.

You can also convert documents from your existing Windows directories or other systems.

Linking to your existing SQL database means you don’t have to enter data twice. When you create a new record or change an existing record, the changes will be recreated in Logical Office’s relational database.

Logical Office for IT Companies

IT companies often provide brilliant service to their customers but are not always as efficient as they can be.

If you don’t have an integrated CRM with email auto-filing you may be wasting time and compromising your service levels.

Logical Office is Windows 10 compatible and available as an in-house, cloud or hybrid option, so it may be a better solution for your IT customers.

You can adapt Logical Office to suit your requirements for automating any area of operation including fault reporting, renewal contracts, marketing and training.

Reduces paperwork & files your emails

Instead of wasting time filing customer emails you can get on with more valuable work.

The side effect of email auto-filing is that all your customer correspondence is in one place,  regardless of who the email was sent to. So no more searching for that elusive email while the customer is waiting.

Tailored SQL Database

You hold any kind of data in flexible custom screens built in seconds.

This data is merged into documents, emails, or SMS messages sent manually or by Workflows.

Your existing SQL database is linked to save maintaining two different sets of data.

Raises invoices fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise invoices in seconds in a currency of your choice and send them rapidly as PDF attachments.

Invoices can be edited using Ms-Word. Finding old invoices is easy because they’re all part of the client history. Unpaid invoices are chased automatically to improve cash flow without manual effort.

Does your email marketing

You do one-off mail shots anytime but what happens when you need to do a series of mailers?

Logical Office’s marketing Workflow sends your output (emails, SMS text messages or letters) automatically at the right time.

Simply add new prospects, assign the Workflow and let the computer do all your marketing for you. Save time, make more money. Makes sense.

Streamlines your sales process

Logical Office makes it easy to produce sales quotations and send them rapidly.

Follow-up actions mean you don’t forget to make those vital sales calls.

Opportunities are tracked so you can see your sales pipeline and projected revenues.

Logical Office for Car Hire/Leasing Companies

Keep track of all your hire/rental/lease contracts and vehicles with a fully integrated system.

If you don’t have an integrated CRM with email auto-filing you may be wasting time and compromising your service levels.

Logical Office provides a standard structure but within it you can add custom data screens and tailored Workflows to create a bespoke solution.

See a demonstration of how this works.

Reduces paperwork & files your emails

Instead of wasting time filing customer emails you can get on with more valuable work.

The side effect of email auto-filing is that all your customer correspondence is in one place,  regardless of who the email was sent to. So no more searching for that elusive email while the customer is waiting.

Tailored SQL Database

You hold any kind of data in flexible custom screens built in seconds.

This data is merged into documents, emails, or SMS messages sent manually or by Workflows.

Your existing SQL database is linked to save maintaining two different sets of data.

Raises invoices fast and chases for payment

With Logical Office’s built-in SALES LEDGER you can raise invoices in seconds in a currency of your choice and send them rapidly as PDF attachments.

Invoices can be edited using Ms-Word. Finding old invoices is easy because they’re all part of the client history. Unpaid invoices are chased automatically to improve cash flow without manual effort.

Does your email marketing

You do one-off mail shots anytime but what happens when you need to do a series of mailers?

Logical Office’s marketing Workflow sends your output (emails, SMS text messages or letters) automatically at the right time.

Simply add new prospects, assign the Workflow and let the computer do all your marketing for you. Save time, make more money. Makes sense.

Streamlines your sales process

Logical Office makes it easy to produce sales quotations and send them rapidly.

Follow-up actions mean you don’t forget to make those vital sales calls.

Opportunities are tracked so you can see your sales pipeline and projected revenues.