Workflow that knows how long a job has been sitting.
Your workflow system shows a list of jobs with statuses. But does it show you how many days its been in that state?
When workflow shows the days in state, your team can make informed decisions around how to prioritise work, and identify stagnant jobs that need a nudge. This allows to work move effortlessly through the firm.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
Trusted by over 4,000 accountants every day.
Everyone’s busy.
Nothing’s moving.
Clients are calling.
You're running a firm full of capable people, but somehow you still can't answer the most basic question: where are my jobs at, and when are they going to be done?
This isn’t a people problem, it’s a visibility problem. They don’t have visibility to prioritise their own work.
Limited visibility
Your workflow shows a list of jobs, but not whether the list is achievable, or how long each job has been sitting.
Too many lists
Work is spread across multiple lists and boards making it impossible for your team to prioritise.
Stagnant work
Because workflow lives in 6 difference places and no one can see how long jobs have been sitting, work stagnates.
WHAT YOU HAVE TRIED
You have already tried to solve these problems.
Everything you tried just added more complexity.
You knew you couldn’t run a firm on spreadsheets, so you looked around for some solutions. Everything you looked at only solved part of the problem. It seemed nothing was really designed for your situation.
Spreadsheets
The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.
Point-solutions
You tried Ignition and other point-solutions. They solved one problem, but created others.
Other solutions
You looked at Karbon, and a handful of others. They were complicated, reporting was limited, and capacity didn’t even work.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
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.”
Daniel Izzo, Operations Manager“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".”
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.”
Stuart Lowe, Director“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.”
BEFORE YOU TRY THE DEMO
A few things you might be wondering
How does the demo work?
You’ll click through Link’s screens with prompts to guide you. Choose from 10 tours covering different aspects of managing your firm.
How long does it take?
Allow around two minutes per deep dive. Explore one area or try several—it’s entirely up to you.
Do I need to enter my email?
No. You can explore the entire demo without sharing your contact details or booking a call.
Do I need to connect my Xero account?
No. This is a guided product tour, so you can see how Link works without connecting your firm’s data.
WITH YOU EVERY STEP OF THE WAY
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
Week 1
We meet to map out the rollout, timing, responsibilities, and key milestones.
Project Review Session
Week 2
We review the setup together and make a plan for future job creation.
Job Creation Session
Week 3
If jobs are being created by spreadsheet import, we will meet to review the spreadsheet.
Team Training Session
Week 4
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
Week 5
This Q&A session gives your team a chance to ask questions after they’ve started using Link.
GIVE IT A TRY
Take a look around Link
Choose a guided tour and see how it works, one click at a time.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
See your firm the way it was meant to run.
