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
"Since working with Link, our day-to-day operations are incredibly less stressful."
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
Copilot Accounting
"The Link team made it so easy and could explain everything while helping improve things along the way."
Grant Heaslip, Director
Finspective
"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."
Simon Ward, Director
Heaney Business Group
"What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm."
Gemma Heaney, Director
Strettons Chartered Accountants
"Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead."
Daniel Britten, Director
Bennetts Proactive
"Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required."
Maria Livingstone, Director
Balance & Flow Accounting
"Link has helped with our pricing of our fixed fees, as we have a clearer idea of what is involved and where the leakages are."
Adam Bird, Director
SMYD Accounting / Advisory
"You can get the visibility you need quickly and make impactful decisions in a fast-paced environment."
Phoebe Meares, Head of Operations
WiZDOM Accounting
"It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips."
Andrew Lyddiard, Senior Accountant