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
Onboarding is typically completed within 30 days of you giving us the green light. We ask you to commit to just 3 Zoom meetings, and we take care of the rest. Below are the six steps for onboarding.
Green Light
You give us the green light, and we take ownership of the onboarding process.
Project Planning
We meet to map out the rollout, timing, responsibilities, and key milestones.
Data Cleaning
We prepare and clean your data for a smooth move into Link.
Training
We train your team to use Link confidently in their day-to-day work.
Go-Live
We support the move into Link and guide your team through the first days of rollout.
Ongoing Support
We are always here to support you, with real people who care about your success.
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.
Shona Wallace, Director“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
Maria Livingstone, Director“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.”
Grant Heaslip, Director“The Link team made it so easy and could explain everything while helping improve things along the way.”
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.”