Product Roadmap
A living record of what we've shipped and what's coming next.
Insights you can trust
Most reporting tools produce numbers that change depending on which screen you're looking at. That's not reporting. That's guesswork with a dashboard.
Know where every dollar of WIP sits, and who needs to act on it.
Most firms find out about WIP overruns after the invoice has gone out. By then the write-off is already inevitable.
Know whether your fixed fee engagements are actually profitable.
Fixed fees look predictable on the surface. Underneath, the recoverability picture is often very different.
Don't let small jobs hold up your bigger invoices.
When you invoice by Client Group, small balances on minor jobs can hold up the invoice for other entities.
Half your WIP balance and unlock a 13th month of invoicing.
The average firm carries two months of WIP. Firms that use Link carry one month or less. The difference goes straight to invoicing.
Stop letting ad-hoc work slip through uninvoiced.
General queries and quick client requests generate WIP. Most firms only see it at write-off time.
Keep your WIP balance low by catching stagnant jobs early.
Most firms only notice a stagnant job once the WIP balance is already too big to ignore. By then it's a write-off conversation, not a workflow one.
Healthy write-off conversations with your team
Firms that use Link identify the underlying reasons for write-offs sooner
Always know how your team are performing
Firms that use Link build high performing teams.
Recognise and reward your top performers
Firms that use Link incentivise and retain their highest performers
See revenue contribution for each team member
Firms that use Link know how much revenue each of their team members contribute.
Receive regular insights straight to your inbox
Managers at Firms that use Link receive regular insights that arrive in their inbox
Grow your firm without sacrificing profit margins
Firms who use Link sustain a profitable practice structure as they grow
Retain and reward your top performing team members
Firms that use Link review team members' pay with accuracy
Know when and who to hire
Growing firms that use Link know when and who to hire
Price and deliver your compliance services accurately
Firms that use Link price their services properly
Deliver higher-value services for your clients
Firms that use Link enjoy fewer clients with higher gross margins.
Deliver higher-value advisory services to clients
Firms that use Link deliver higher value services to their clients
Re-price client engagements confidently
Firms that use Link re-price their client engagements with confidence
Prevent budget blow-outs on Fixed Fee engagements
Managers in firms with Fixed Monthly Fees have the visibility they need to prevent budget blow-outs.
Managers who understand what drives write-offs across their jobs
Managers at firms that use Link understand the underlying causes of write-offs on jobs.
Achieve higher gross margins on every job
Firms that use Link achieve higher gross margins on their jobs.
Prioritise higher-value work based on remaining invoiced value
Managers at firms that use Link prioritise higher value work
Balance clients across managers to optimise workload and delivery
Firms that use Link balance clients among their client managers
Understand the value of your client list
Partners at firms that use Link understand the value of their client list
Make and keep client commitments with confidence
Firms that use Link make commitments to clients with confidence.
Take leave during the year without stress or guilt
Team members at firms that use Link take leave throughout the year without stress and guilt.
Know what work is waiting on outsourced services
Managers at firms that use outsourcing have better visibility over what has been outsourced.
Kick off next months jobs ahead of time
Managers at firms that use Link call in next months work ahead of time.
Managers who know which jobs they are responsible for
Managers at firms that use Link know exactly which jobs they are responsible for.
Track budgets to actuals on fixed fee jobs
Managers at firms that use Link identify on jobs at risk sooner.
Someone responsible for every client and job
Partners at firms that use Link have someone responsible for each client and job.
Managers who know where the deadlines are
Managers at firms that use Link know exactly when their job deadlines are.
Workflow that adjusts when you're sick
Team members at firms that use Link aren't punished for illness.
Workflow that adjusts for public holidays
Team members at firms that use Link don't have to squeeze 5 days into 4 every public holiday.
Managers who don't worry about deliverables being lost
Managers at firms that use Link never worry about client deliverables being lost or forgotten.
No surprise reviews derailing your week
Managers at firms that use Link easily allocate multiple people to a task.
Compare performance and availability across mulitple teams, roles and offices
Managers at firms that use Link view performance and capacity across teams, roles and offices.
Less busywork, focussed task completion.
Managers at firms that use Link focus their team on task completion.
Know when your team is on leave ahead of time
Managers at firms that use Link know when their team will be on leave.
Team members who know where the goalposts are every day
Team members at firms that use Link achieve their productivity targets.
A single place to update work, integrated with Xero
Managers at firms that use Link don't update jobs in two places
Timely decision making on reconciled data
Managers at firms that use Link make timely decisions on current reconciled data
A single place to view your work
Team Members at firms that use Link enjoy a single place for all of their workflow.
Know where every deliverable is at for every client
Partners at firms that use Link don't fear client calls.
Team members who can self-service their workflow
Managers at firms that use Link enable team member autonomy.
Single click from your Workflow to the tax return
Team Members at firms that use Link access tax returns from their workflow
Relevant workflow statuses that reflect reality
Managers at firms that use Link always know what their team are waiting on.
A plan for every client deliverable across the financial year.
Most firms plan a few weeks ahead because estimating effort, assigning work, and balancing capacity manually takes too long. Beyond that, it's guesswork.
A team focussed on the KPIs relevant to them
Managers at firms that use Link focus their team on what is important
A team who knows how their performance is measured
Team members at firms that use Link see exactly how performance is measured.
Re-price your engagements using Client Profitability
Partners at firms that use Link can re-price their engagements using client profitability.
Set revenue targets with clear visibility on how to achieve them
Firms that use Link set revenue targets and know how they will achieve them
Workflow Notes on Tasks
Managers at firms that use Link know what jobs are waiting and why.
Seamless Collaboration with your Off-shore Team
Managers at firms that use Link seamlessly collaborate with their offshore team
Demonstratable growth with year on year comparisons
Firms who use Link demonstrate growth with year on year comparisons
Onboard new team members with clear, timely insights from day one
Team members at firms that use Link know where the goalposts are on the day they start work.
Recognise and reward your top-performing client managers
Firms that use Link acknowledge their client managers' contribution.
Measure profitability across each partner’s client list
Firms that use Link are able to distribute dividends accurately.
Know when a job will go over budget before you start it
Firms that use Link update know when a job will go over budget before it starts.
Recover software costs by on-charging subscriptions to clients
Firms that use Link know that they recover their software subscriptions.
