Built for Partners
Link gives partners a clearer view of the firm, reducing the stress that comes from guesswork, scattered workflow, and unreliable reporting. With workflow, capacity, timesheets, and reporting all connected, partners can make better decisions faster and improve profitability with more confidence.
Workflow
Link gives partners one clear view of the work ahead, so it is easier to see what the team is doing, what needs attention, and where things are getting stuck. That means less chaos day to day, and more control over deadlines, budgets, and delivery.
Capacity
Link keeps capacity live inside workflow, so partners can see who has room for more work, who is overloaded, and when hiring may be needed. That reduces the stress of guessing and helps protect profit by keeping workload balanced across the team.
Timesheets
Link makes timesheets fast and easy to enter from workflow, which means they are more likely to be done properly and on time. That gives partners more reliable reporting, less chasing, and better visibility over productivity, write-offs, and profit.
WIP Reporting
Link’s WIP reporting reconciles with Xero Practice Manager, giving partners confidence in every number. It supports multi-period reporting from opening to closing WIP balances, with grouping, sorting, filtering, search, and drilldowns to job-level detail.
Team Reporting
Link’s Team Reporting helps partners quickly see who is performing well, where write-offs are coming from, and which parts of the team need attention. That makes it easier to improve productivity, reduce wasted time, and protect firm profitability.
Client Reporting
Link’s Client Reporting shows which clients are making money and which ones are eroding it. That gives partners clear insight for repricing, improving margins, and making better decisions about where the firm’s time should be going.
Firm Target Reporting
Link’s Firm Target Reporting shows where the firm is headed based on expected hours, capacity, billable rates, and target settings. That gives partners a clearer view of future revenue and profit, helping them plan with more confidence and less guesswork.
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.
Gemma Heaney, Director“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.”
Adam Bird, Director“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.”
Brendan Podevin, Director“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.”
Stephanie Pope, Director“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.”