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Logical Office replaces manual effort and streamlines client service.

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A sole practitioner's view: why you need 5 star Workflows to automate your practice

30th Jun 2017
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Logical Office replaces manual effort and streamlines client service.

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trustpilot review
Trustpilot

The workflows in Logical Office are huge time savers. Initially I couldn't see the point but very quickly these magical things became an essential part of office life. Before Logical Office, as a busy sole practitioner, I was constantly finding things I had forgotten about in the piles of "stuff" laying around the office. Client books I had forgotten being dropped off; tax return information I had forgotten being phoned through; confirmation statements almost out of time before filing; accounts deadlines almost being missed.

The various workflows I use now to keep on top of everything are Self-Assessment, accounts (separate ones for ltd companies and partnerships/sole traders), VAT, payroll, company secretarial and fixed price agreements. Together they cover all important client facing deadlines and ensure nothing is forgotten. They even replicate themselves as the accounts year end passes by. These workflows make sure every client is chased in a timely manner for books and information. The letters and emails produced are automatic with no involvement from me but are all beautifully formatted in our company style.

The time savings are huge but for keeping on top of your workload, for being seen to be pro-active from a client perspective, and not forgetting anything - Logical Office is absolutely priceless

For more information visit www.logical-office.com or call +44(0)20 7482 7077

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