Built for Practice Managers
Link gives Practice Managers the control and visibility they need to keep the firm running smoothly, without relying on guesswork, spreadsheets, or workarounds. With workflow, capacity, timesheets, and reporting all connected, it becomes much easier to stay ahead of issues, keep the team on track, and give partners clear, accurate insight into how the practice is performing.
Workflow
Link gives Practice Managers one clear place to manage the firm’s workflow, so nothing is scattered across boards, lists, or workarounds. That makes it much easier to stay on top of priorities, spot hold-ups early, and show partners that work is under control.
Capacity
Link keeps capacity live inside workflow, updating with every timesheet, allocation, reallocation, and completed task. That gives Practice Managers a real-time view of who has room for more work, who is overloaded, and whether deadlines are actually achievable before partners need to ask.
Automated Work Allocation
Link helps Practice Managers allocate work with structure, not guesswork. Using historical data, Suggest Allocations can automatically recommend who should do the work, when it should be due, and how long it should take, making it far easier to allocate at scale and keep the team organised.
Timesheets
Link makes timesheets fast and easy to enter directly from workflow, with the job and task already populated and time automatically suggested. That means less chasing, better compliance from the team, and more reliable reporting to put in front of partners.
WIP Reporting
Link’s WIP Reporting reconciles with Xero Practice Manager, giving Practice 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 give partners confidence in the reporting.
Team Reporting
Link’s Team Reporting gives Practice Managers a clear view of how each team member and each team is performing. Because every number can be drilled into, it is easier to spot issues early, answer partner questions confidently, and stay ahead of underperformance.
Client Reporting
Link’s Client Reporting helps Practice Managers see which clients are performing well and which ones are dragging on profit. That makes it easier to bring meaningful insight to partners around pricing, write-offs, and where the firm should be focusing its attention.
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.
Daniel Britten, Director“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
Simon Ward, Director“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.”
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.”
Tyler Rice, Director“Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link.”