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Product Roadmap

A living record of what we've shipped and what's coming next.

All Features
FEBRUARY 2020 Released

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.

Time, invoiced and net write-off values that reconcile across clients, jobs, people and services.
MARCH 2020 Released

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.

WIP Movement reporting that keeps your team accountable
MARCH 2020 Released

Know whether your fixed fee engagements are actually profitable.

Fixed fees look predictable on the surface. Underneath, the recoverability picture is often very different.

WIP Movements by Job Category
MARCH 2020 Released

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.

WIP Movements by Client Group
MARCH 2020 Released

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.

WIP Movements by Job Manager
MARCH 2020 Released

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.

WIP Movements on General Queries by Client
MARCH 2020 Released

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.

WIP analysis made easy with filtering and sorting
OCTOBER 2020 Released

Healthy write-off conversations with your team

Firms that use Link identify the underlying reasons for write-offs sooner

Detailed write-offs 1
OCTOBER 2020 Released

Always know how your team are performing

Firms that use Link build high performing teams.

Team performance metrics 1
OCTOBER 2020 Released

Recognise and reward your top performers

Firms that use Link incentivise and retain their highest performers

Individual ROI 1
OCTOBER 2020 Released

See revenue contribution for each team member

Firms that use Link know how much revenue each of their team members contribute.

Recoverability 1
NOVEMBER 2020 Released

Receive regular insights straight to your inbox

Managers at Firms that use Link receive regular insights that arrive in their inbox

Schedule button
NOVEMBER 2020 Released

Grow your firm without sacrificing profit margins

Firms who use Link sustain a profitable practice structure as they grow

Practice Performance data
NOVEMBER 2020 Released

Retain and reward your top performing team members

Firms that use Link review team members' pay with accuracy

Individual Performance data 1
NOVEMBER 2021 Released

Know when and who to hire

Growing firms that use Link know when and who to hire

Practice Performance 1
MARCH 2022 Released

Price and deliver your compliance services accurately

Firms that use Link price their services properly

Service Performance 1
MARCH 2022 Released

Deliver higher-value services for your clients

Firms that use Link enjoy fewer clients with higher gross margins.

Firms that use Link enjoy fewer clients with higher gross margins.
MARCH 2022 Released

Deliver higher-value advisory services to clients

Firms that use Link deliver higher value services to their clients

Revenue Stream 1
MARCH 2022 Released

Re-price client engagements confidently

Firms that use Link re-price their client engagements with confidence

Client Performance
APRIL 2022 Released

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.

Open Jobs
MAY 2022 Released

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.

Completed jobs
JULY 2022 Released

Achieve higher gross margins on every job

Firms that use Link achieve higher gross margins on their jobs.

Firms that use Link achieve higher gross margins on their jobs.
SEPTEMBER 2022 Released

Prioritise higher-value work based on remaining invoiced value

Managers at firms that use Link prioritise higher value work

Opens Jobs 1
OCTOBER 2022 Released

Balance clients across managers to optimise workload and delivery

Firms that use Link balance clients among their client managers

Balance clients across managers to optimise workload and delivery
OCTOBER 2022 Released

Understand the value of your client list

Partners at firms that use Link understand the value of their client list

Partner Performance
SEPTEMBER 2024 Released

Make and keep client commitments with confidence

Firms that use Link make commitments to clients with confidence.

Search the client name in allocate work
OCTOBER 2024 Released

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.

June looks like a good time for a week off
OCTOBER 2024 Released

Know what work is waiting on outsourced services

Managers at firms that use outsourcing have better visibility over what has been outsourced.

Custom task states
OCTOBER 2024 Released

Kick off next months jobs ahead of time

Managers at firms that use Link call in next months work ahead of time.

This team member is progressed all of this months work as far as they can right now.
NOVEMBER 2024 Released

Managers who know which jobs they are responsible for

Managers at firms that use Link know exactly which jobs they are responsible for.

Quick select Job Manager in Allocate work to see all of the jobs they are responsible for.
NOVEMBER 2024 Released

Track budgets to actuals on fixed fee jobs

Managers at firms that use Link identify on jobs at risk sooner.

Bulk update Job Budgets in Xero
NOVEMBER 2024 Released

Someone responsible for every client and job

Partners at firms that use Link have someone responsible for each client and job.

Bulk update jobs with Link
NOVEMBER 2024 Released

Managers who know where the deadlines are

Managers at firms that use Link know exactly when their job deadlines are.

If you are a people manager use the team filters to view due dates for your team.
JANUARY 2025 Released

Workflow that adjusts when you're sick

Team members at firms that use Link aren't punished for illness.

Available capacity when I return to work after illness.
JANUARY 2025 Released

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.

Live available capacity for every team member
JANUARY 2025 Released

Managers who don't worry about deliverables being lost

Managers at firms that use Link never worry about client deliverables being lost or forgotten.

Incomplete tasks roll forward to the next month at the end of each month
FEBRUARY 2025 Released

No surprise reviews derailing your week

Managers at firms that use Link easily allocate multiple people to a task.

Allocate Work: Add New Row
FEBRUARY 2025 Released

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.

Team, Role and Office assignment
MARCH 2025 Released

Less busywork, focussed task completion.

Managers at firms that use Link focus their team on task completion.

See what got done last month.
MAY 2025 Released

Know when your team is on leave ahead of time

Managers at firms that use Link know when their team will be on leave.

Available capacity in workflow
MAY 2025 Released

Team members who know where the goalposts are every day

Team members at firms that use Link achieve their productivity targets.

Capacity targets are productivity targets
JUNE 2025 Released

A single place to update work, integrated with Xero

Managers at firms that use Link don't update jobs in two places

Update the allocated time to this task
JUNE 2025 Released

Timely decision making on reconciled data

Managers at firms that use Link make timely decisions on current reconciled data

Export queue in menu
JULY 2025 Released

A single place to view your work

Team Members at firms that use Link enjoy a single place for all of their workflow.

My Workflow is a single place to view your work
JULY 2025 Released

Know where every deliverable is at for every client

Partners at firms that use Link don't fear client calls.

Allocate Work in the menu
JULY 2025 Released

Team members who can self-service their workflow

Managers at firms that use Link enable team member autonomy.

Auto Assign settings are user-specific
AUGUST 2025 Released

Single click from your Workflow to the tax return

Team Members at firms that use Link access tax returns from their workflow

Anywhere you see a job number in Link, click straight through to the job
SEPTEMBER 2025 Released

Relevant workflow statuses that reflect reality

Managers at firms that use Link always know what their team are waiting on.

Task Statuses in the menu
FEBRUARY 2026 Released

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.

Unallocated financial year ahead
JUNE 2026 Released

Chat where the work is.

Managers at firms that use Link know what jobs are waiting and why.

Notes on tasks in workflow
JUNE 2026 Released

Seamless Collaboration with your Off-shore Team

Managers at firms that use Link seamlessly collaborate with their offshore team

Notification centre
AUGUST 2026 In Progress

A team focussed on the KPIs relevant to them

Managers at firms that use Link focus their team on what is important

Reporting Permissions 1
AUGUST 2026 In Progress

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.

Schedule Centre
AUGUST 2026 Coming Soon

A team who knows how their performance is measured

Team members at firms that use Link see exactly how performance is measured.

Interactive scheduled reports 1
AUGUST 2026 In Progress

Recognise and reward your top-performing client managers

Firms that use Link acknowledge their client managers' contribution.

Recognise and reward your top-performing client managers
AUGUST 2026 In Progress

Re-price your engagements using Client Profitability

Partners at firms that use Link can re-price their engagements using client profitability.

Partners at firms that use Link can re-price their engagements using client profitability
AUGUST 2026 In Progress

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

Revenue Targets
AUGUST 2026 In Progress

Measure profitability across each partner’s client list

Firms that use Link are able to distribute dividends accurately.

Measure profitability across each partner’s client list
AUGUST 2026 In Progress

Demonstratable growth with year on year comparisons

Firms who use Link demonstrate growth with year on year comparisons

WIP Performance data
FEBRUARY 2027 Planned

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.

Budget Reconciliation
MARCH 2027 Planned

Recover software costs by on-charging subscriptions to clients

Firms that use Link know that they recover their software subscriptions.

Service Templates
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Single click from your Workflow to the tax return

Team Members at firms that use Link access tax returns from their workflow

When it’s time to complete a tax return, switching between systems slows everything down. Click to XPM provides a seamless open of the appropriate job in Xero Practice Manager so you can move from planning and workflow straight into tax filing without getting lost. Anywhere you see a job number in Link, click through straight to the job in order to file the return, view the client record, add a disbursement or generate an invoice.

Release Date: August 2025

Self-guided Demo
Anywhere you see a job number in Link, click straight through to the job
Interactive Demo