7 steps to automate your practice

Evolution, the rewrite of the classic Logical Office program, helps accountants save time with its automation features.

Logical Office Evolution is a suite of seamlessly integrated programs with useful features to save time.

The suite is can be accessed on your in-house network or in the cloud and it is complemented by multiple training options, including online webinars, on-site training, or videos/PDFs from our training web site. Our help desk is staffed with experts to assist during working hours.

With Logical Office you don’t have to switch between programs, avoiding data duplication. Its wide range of automating processes helps you handle more work, with less staff.  Logical Office improves overall efficiency and profitability by turning wasted time into billable, productive time.

You streamline your office efficiency in just seven steps:

1. Installation: First, we install your database and populate it by importing data or linking to an external SQL database.
2. Paperless office: Step two is a paperless office with automatic filing of emails from Outlook, scanning of paper files, sending emails or text messages fast using templates, and action lists for following up deadlines.

Steps three to seven are optional and automate different processes. You choose which areas you want to automate and take the steps in any order:

3. Accounts: Using the accounts program speeds up invoicing and chases overdue debts.
4. Diary: You see all diary entries for the different resources, plan staff time and work schedules.
5. Workflows: To automate your deadline reminders for every type of work.  Workflows send invoices and email reminders to clients, saving manual effort and time.
6. Time recording: Tracks your time for reporting and billing.
7. Marketing: Sends mail shots or runs automated workflows to follow up prospects.

Seven small steps for Logical Office, one giant leap for your practice!

Start saving time now. Contact us here.