Jobs that are easier to manage
Your job data should be easy to find, update, and keep clean.
Link brings your Xero Practice Manager jobs into one fast, searchable view, giving your team a simpler way to manage the information that matters across the firm.
From the Jobs page, users can bulk update key fields like budgets, job managers, partners, and due dates without opening each job one by one.
With instant search and direct click-through to Xero Practice Manager, Link gives your team a faster way to review, update, and manage job data without unnecessary admin drag.
Why Choose Link for Job Management?
Updating job data directly in Xero Practice Manager can be slow when changes need to be made across multiple jobs.
Link makes job management faster by giving your team one place to search, review, and bulk update important job fields. Budgets, managers, partners, and due dates can be updated quickly, helping keep job data accurate and useful.
Because each job connects back to Xero Practice Manager, your team can still jump straight into the source record when needed. Link gives you the speed of bulk updates without losing the connection to XPM.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Grant Heaslip, DirectorStrettons Chartered Accountants“The Link team made it so easy and could explain everything while helping improve things along the way.”
Daniel Britten, DirectorSBA South Island“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
Stuart Lowe, DirectorHeaney Business Group“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
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.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.