Argo Logic is a Salesforce implementation partner that helps accounting firms modernise how they engage clients, manage internal processes, and meet compliance obligations. With deep domain knowledge and partnerships with platforms like Class, BGL, Xero, and Salesforce, we bring connected, intelligent solutions that free your team from admin and let them focus on advisory.
Whether you’re running a boutique practice or a multi-office group, we help you streamline tasks, automate client communication, and unify your tech stack.
CRM for Accounting Practices – Deploy Salesforce to manage clients, leads, referrals, deadlines, lodgements, team collaboration, and document storage – all in one platform.
ATO Deadline & Compliance Tracking – Build automated task management for BAS, IAS, SMSF, TPAR, and annual compliance jobs with workflows, reminders, and escalation rules.
Client Communication Automation – Automate routine emails, engagement letters, reminders, and fee follow-ups – ensuring consistency and compliance with less manual effort.
Xero Integration & Revenue Tracking – Sync Salesforce with Xero to automate invoicing, client payment status tracking, and reporting across entities or partners.
SMSF & Entity Insights – Integrate with Class and BGL to pull in entity data (SMSFs, trusts, companies) and surface insights via Salesforce dashboards.
Secure Client Portals & AML Readiness – Provide clients with secure, branded portals for document upload, ID verification, digital signatures, and form submissions – essential for AML/KYC compliance.
We work seamlessly with the tools accounting firms rely on:
Manual, Repetitive Admin – Automate recurring tasks like client reminders, document chasing, and lodgement checklists so your team can focus on high-value work.
Disconnected Systems – Create a seamless flow between your practice management tools, Xero, Class, and CRM so you’re not jumping between platforms or duplicating data.
Poor Client Experience – Provide clients with an easy, digital experience branded forms, secure uploads, consistent communications, and fast turnaround.
Limited Pipeline Visibility – Track inbound leads new service opportunities, referrals, and team KPIs via dashboards that give real time visibility into your practice performance. Track staff workflow and productivity.
Getting Ready for AML/KYC – With regulatory changes looming (July 2026), we help you build secure onboarding workflows to collect IDs, verify clients, and stay compliant.
Talk to us about how we can help accelerate your Salesforce, Xero or Tech strategy in the accounting space.
Contact us to request a consultation or learn more about our work with accounting firms.
