Built for Managers
Link helps Managers stay on top of their own work, their team’s workflow, and their review responsibilities without the stress of guesswork or constant firefighting. With workflow, capacity, and timesheets all connected, Managers can prioritise confidently, avoid overload, and keep deadlines under control while using a system that feels simple and easy to manage.
Workflow
Link gives Managers one clear place to manage both their own workflow and their team’s. Because everything sits in one view, with drag-and-drop prioritisation and instant search, it is much easier to stay organised, respond when priorities change, and keep work moving without chaos.

Capacity
Link keeps capacity live inside workflow, so Managers can see whether both their own workload and their team’s workload are actually achievable. That means less stress around hidden overload, fewer deadline surprises, and more confidence when juggling delivery, reviews, and team management.

Timesheets
Link makes timesheets quick and easy to enter directly from workflow, with the job and task already populated and time automatically suggested. That means less admin, less frustration, and far less risk of timesheets becoming the bane of a Manager’s life.

Automated Work Allocation
Link helps Managers allocate work faster and with more confidence by suggesting who should do the work, when it should be due, and how long it should take. That reduces the admin of manual allocation, improves consistency across the team, and makes it much easier to keep workflow under control at scale.

WIP Reporting
Link’s WIP Reporting reconciles with Xero Practice Manager, giving Managers numbers they can trust. With grouping, filters, search, and drilldowns to job-level detail, it becomes much easier to explain movement in WIP and make decisions around what needs to be billed.

Team Reporting
Link’s Team Reporting helps Managers see how their team is really performing across productivity, write-offs, ROI, and average hourly rates. That makes it easier to identify where support is needed, keep standards high, and give partners clear answers backed by real data.

Onboarding
Onboarding is fully managed by our team. Once you give us the green light, we take care of everything from project planning and data cleaning through to training, go-live, and post-launch support.
Our goal is to deliver not just an excellent solution, but an excellent onboarding experience and ongoing support to match.

How Onboarding Works
Once you give us the green light, onboarding is typically completed within 30 days. Below is a high-level view of the process, from project kick-off to go-live and beyond.

Project Kick-off Session
We meet to map out the rollout, timing, responsibilities, and key milestones.

Project Review Session
We review the setup together and make a plan for future job creation.

Job Creation Session
If jobs are being created by spreadsheet import, we will meet to review the spreadsheet.

Team Training Session
We train your team to use Link confidently in their day-to-day work.

Go-Live
From today your team will be looking in Link to view their workflow

Adoption Session
This Q&A session gives your team a chance to ask questions after they’ve started using Link.
World-class Onboarding
"Our onboarding experience was very smooth. The Link team were knowledgeable, responsive, and made the process really easy.
They made sure we were comfortable and knew what we were doing before going live with the platform."
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Grant Heaslip, Director“The Link team made it so easy and could explain everything while helping improve things along the way.”

Tyler Rice, Director“Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link.”

Terri Gamble, Director“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.”

Phoebe Meares, Head of Operations“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
