Client groups made easier
Client data is only useful when it’s easy to keep organised.
Link gives your team a clear view of your full Xero Practice Manager client list, making it easier to review clients and understand how they are grouped.
Where XPM makes client group updates manual and time-consuming, Link allows you to bulk update client groups in one place.
It’s a simple feature, but a useful one. Less clicking, less admin, and cleaner client data across the firm.
Why Choose Link for Client Management?
Managing client groups in Xero Practice Manager can be slow when updates need to be made across multiple clients.
Link makes this process faster by giving your team a single place to view clients and bulk update client groups without working through each client manually.
Clean client grouping supports better reporting, clearer firm structure, and less admin when maintaining your client database.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Adam Bird, DirectorSP Solutions“Link has helped with our pricing of our fixed fees, as we have a clearer idea of what is involved and where the leakages are.”
Daniel Izzo, Operations ManagerAke Chartered Accountants & Business Advisors“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”
Matthew Davis, DirectorFinspective“Link was the biggest driver of reducing our write-offs and developing strategies to reduce these. At our worst we had high write-offs of around 30% in some years. This has now been reduced to effectively nil and we continue to utilise Link to monitor the progress we have made.”
Simon Ward, Director“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.