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.
Stephanie Pope, DirectorSBA South Island“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.”
Stuart Lowe, DirectorRice & Company LLP“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.”
Tyler Rice, DirectorStrettons Chartered Accountants“Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link.”
Daniel Britten, Director“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.