Try the demo

See what better practice management
looks like.

Explore how Link connects your workflow, team capacity and reporting in a self guided click-through demo.

See who has room for more work, which jobs need attention and how your firm is performing. Choose from 10 guided tours, with prompts to show you around.

No email requiredNo sales pitchAt your own pace
Link product demo

See what’s possible for your firm

Explore the areas that matter most to you. Each guided tour shows how Link helps you manage the work, the people and the performance of your firm.

Know who has capacity

Know who has capacity

See how capacity changes as work moves, so you can spot overloaded team members and see who has room to help.

See what needs attention

See what needs attention

Find jobs that are sitting still, track progress across your team and see where work needs a nudge.

Track firm performance

Track firm performance

Explore live KPIs and reporting to see how your team and jobs are tracking, and where to take a closer look.

See it in action

Workflow gives each team member one clear, prioritised list of what to work on next. Search tasks, reorder work, update progress, enter timesheets, view live capacity, all while connected seamlessly with Xero Practice Manager.

My Workflow
My WorkflowMy Workflow
Team CapacityTeam Capacity
TimesheetsTimesheets
Allocate WorkAllocate Work
Custom Task StatesCustom Task States
WIP MovementsWIP Movements

Customer Stories

Link simplifies practice management for high-performance accounting firms by not half-solving problems.

Select the customer below to hear their story.
Copilot Accounting
Grant Heaslip, Director

“The Link team made it so easy and could explain everything while helping improve things along the way.”

Grant Heaslip, Director
Wilson Accounting
Stephanie Pope, Director

“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”

Stephanie Pope, Director
Bennetts Proactive
Maria Livingstone, Director

“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”

Maria Livingstone, Director
Heaney Business Group
Gemma Heaney, Director

“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”

Gemma Heaney, Director

A few things you might be wondering

How does the demo work?

How does the demo work?

You’ll click through Link’s screens with prompts to guide you. Choose from 10 tours covering different aspects of managing your firm.

How long does it take?

How long does it take?

Allow around two minutes per deep dive. Explore one area or try several—it’s entirely up to you.

Do I need to enter my email?

Do I need to enter my email?

No. You can explore the entire demo without sharing your contact details or booking a call.

Do I need to connect my Xero account?

Do I need to connect my Xero account?

No. This is a guided product tour, so you can see how Link works without connecting your firm’s data.

Take a look around Link

Choose a guided tour and see how it works, one click at a time.

No email required • Around 2 minutes per deep dive