Workflow that drives performance
Workflow is where performance is won or lost.
Link brings your entire year into a single, structured view, where every task is visible, prioritised, and connected to capacity. With drag-and-drop control, instant search, and fully customisable task states, your team always knows what to do next and in what order.
Built seamlessly connected with capacity, timesheets, and performance tracking, every interaction updates the system in real time. The result is workflow that doesn’t just organise work, it actively drives performance across your entire firm.
Why Choose Link for Workflow?
Most practice management apps fall short on workflow. They split work across multiple boards, rely on basic sorting, and leave capacity completely disconnected. The result is fragmented visibility, difficult prioritisation, and tasks that get lost.
Link brings everything into one place. Your entire year of work sits in a single, searchable view, with drag-and-drop control to prioritise tasks exactly how your team needs. No switching between boards. No guessing what comes next.
Because workflow is fully connected to capacity, every decision is grounded in reality. You’re not just organising tasks, you’re managing workload, protecting your team, and driving performance with complete clarity.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Simon Ward, DirectorDrive Accounting“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.”
Emma Kenny, DirectorLemonade Beach“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.”
Cameo Ashe, DirectorDFK Hirn Newey“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Shona Wallace, Director“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.