Notes that keep work moving
Notes shouldn’t disappear into separate chats, inboxes, or side conversations.
Link lets your team add notes directly to tasks through workflow, with every note captured against the job. If someone leaves a note on a preparation task, the person responsible for the review task can still be notified, keeping communication connected across the full job.
Notes feel familiar from the start, with tagging, threaded replies, pinned notes, and quoted text in a conversational layout your team already understands. No new system to learn. No buried context.
Because notes sit inside workflow and are also available from a dedicated Notes page, your team can communicate where the work happens while still seeing every job note in one place. The result is clearer communication, fewer missed updates, and faster job turnaround.
Why Choose Link for Notes?
Most firms lose important job context in emails, chat messages, or conversations that never make it back to the work. The job keeps moving, but the information needed to complete it often gets scattered.
Link keeps communication attached to the job. Notes can be added directly from workflow, linked to the right task, and shared with the right people through tagging and notifications.
With threaded replies, pinned notes, quoted text, and a full Notes page across all jobs, Link gives your team one clear place to manage job communication. Everyone can see what was said, what matters, and what needs to happen next.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Andrew Lyddiard, Senior AccountantDrive Accounting“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
Emma Kenny, DirectorBalance & Flow Accounting“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Adam Bird, DirectorHeaney Business Group“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.”
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.