Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
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Arcus Advisory
"We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time."
Terri Gamble, Director
Rice & Company LLP
"Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link."
Tyler Rice, Director
Hunter Withers
"With our previous provider, there was low visibility across the firm’s future capacity, hindering our ability to plan ahead. We were using a manual spreadsheet to record incoming work…we were making constant status updates on the spreadsheet as work was allocated to our team, which we then updated again and again…"
Brigette Fulton, Director
SBA South Island
"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."
Stuart Lowe, Director
Ake Chartered Accountants & Business Advisors
"Link was the biggest driver of reducing our write-offs and developing strategies to reduce these. At our worst we had high write-offs of around 30% in some years. This has now been reduced to effectively nil and we continue to utilise Link to monitor the progress we have made."
Matthew Davis, Director
Drive 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."
Emma Kenny, Director
SP Solutions
"Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win"."
Daniel Izzo, Operations Manager
Wilson Accounting
"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."
Stephanie Pope, Director
HW One
"With Link, reporting became automated, systemised, and easy. Schedulable WIP reporting and improved visibility across the business allowed the team to make faster, better informed decisions."
Brendan Podevin, Director