Skip to main content

How can we help you?

Search Help or browse topics to find guidance for your workspace.

Browse by Category

Popular Questions

View all FAQs
How do I get started?

Create or join an entity, complete its profile, then add the tools and teammates you need. A provider is optional. Setup time varies with your information and required checks.

How much does Logis cost?

Check the current Pricing page for plans and optional charges. Provider service fees are separate and set in the Engagement.

Does Logis replace my accountant or lawyer?

No. Logis organizes workflows and collaboration. Your professional advisers remain responsible for their advice and professional work.

What happens to my data if I stop using Logis?

Your entity’s records are separate from any provider relationship. Check account and export controls for the data currently available to export, or contact support for help.

How are providers reviewed?

Providers complete onboarding and required review before publication. Check a provider’s profile, qualifications, and terms for your specific service; ask support if information is missing.

Can't find what you're looking for?

Email support if you still need help. Include the affected page and a description without sensitive details.

Contact Support