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Beautiful Practice Management for Accounting Firms with Fixed Fees.

Running a firm with fixed fees can be challenging. You have limited visibility across your workflow, making budgets difficult to see, so write-offs always come as a surprise.

Link is for accounting firms with fixed fees that need better visibility over capacity, workflow and performance.

If you like what what you see, book a discovery call with our team.

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Trusted by over 4,000 accountants every day.

See what’s possible for your firm

Explore the areas that matter most to you. Each click-through demo takes just two minutes and does not require an email address.

Workflow that knows what your team can actually handle

Workflow that knows what your team can actually handle

Workflow that shows available capacity for each team member to guide decisions around priorities and reallocations.

Capacity that updates as work moves

Capacity that updates as work moves

Capacity that stays perfectly accurate with every timesheet, completed task, and new allocation.

Stop write-offs before your team starts the work

Stop write-offs before your team starts the work

Time budgets are reconciled with job budgets to highlight where you can expect write-offs to occur.

Workflow that knows how long a job has been sitting

Workflow that knows how long a job has been sitting

Workflow that shows how many days each job has been sitting in its current state allowing you to keep work moving.

Trusted report that starts with reconciled WIP

Trusted report that starts with reconciled WIP

WIP, Team, Client, Job and Practice reporting that all reconcile back to the raw WIP data they came from.

Job budgets that are always visible to your team

Job budgets that are always visible to your team

Budgets are front and centre in workflow to show your team how much time they have to complete their work.

  • 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.

Running a firm with fixed fees is challenging.

Lining up engagements, invoicing and workflow is difficult.

You end up creating proposals from one system, workflow from another, reporting from yet another, and capacity from a spreadsheet.

Budgets become difficult to communicate with your team, which means overruns are difficult to spot, and write-offs only become known months after the work has been completed.

Disconnected Systems

Disconnected Systems

The systems don’t talk to each other, there are too many spreadsheets, and you can’t get any clear answers.

Budget Visibility

Budget Visibility

Budgets are separate from workflow making it difficult to communicate them with your team.

Surprise Write-offs

Surprise Write-offs

You don’t find out about write-offs until the job is closed because budgets are not visible in workflow.

You have already tried to solve these problems.

Spreadsheets

Spreadsheets

The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.

Point-solutions

Point-solutions

You tried Ignition and other point-solutions. They solved one problem, but created others.

Other solutions

Other solutions

You looked at Karbon, and a handful of others. They were complicated, reporting was limited, and capacity didn’t even work.

See it in action

Workflow gives each team member one clear, prioritised list of what to work on next. Search tasks, reorder work, update progress, enter timesheets, view live capacity, all while connected seamlessly with Xero Practice Manager.

My Workflow
My WorkflowMy Workflow
Team CapacityTeam Capacity
TimesheetsTimesheets
Allocate WorkAllocate Work
Custom Task StatesCustom Task States
WIP MovementsWIP Movements

If you like what what you see, book a discovery call with our team.

Practices like yours. Before and after.

Ake Chartered Accountants  & Business Advisors

Ake Chartered Accountants & Business Advisors

Before

"We lacked the visibility we needed to make important decisions. At our worst we had write-offs of around 30% in some years."

After

Write-offs reduced to effectively nil. Stress of running the firm significantly reduced.

Rice & Company LLP

Rice & Company LLP

Before

"In one word, inefficient. We had no visibility of our runway and whether we had the team resources available to execute on the work we agreed to deliver."

After

3x growth since implementing Link, with full operational control maintained throughout.

Drive Accounting

Drive Accounting

Before

"We had no idea what our team's true productivity and performance was. Our teams were constantly asking what they were doing next."

After

Team hit 90% completion with three months to spare. Earned paid Fridays off from January through March. No EOFY rush.

Finspective

Finspective

Before

"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."

After

Made the decision to hire based on data, not gut feel. Hitting turnaround commitments to clients consistently.

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

Project Kick-off Session

Week 1

We meet to map out the rollout, timing, responsibilities, and key milestones.

Project Review Session

Project Review Session

Week 2

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

Job Creation Session

Job Creation Session

Week 3

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

Team Training Session

Team Training Session

Week 4

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

Go-Live

Go-Live

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

Adoption  Session

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.

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NEXT STEPS

See your firm the way it was meant to run.

Once you’ve tried the click-through demo, book a discovery call with our team to discuss your firm and the specific problems you’re looking to solve.

Onboarding takes around 30 days. We handle everything to make your experience moving to Link as seamless as possible.

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See how your numbers stack up

Benchmark your firm

Receive a personalised report showing how your firm compares across WIP, productivity, recoverability, pricing and capacity.
  • Takes just three minutes
  • Download PDF of customised results and full benchmark report
  • Your results are not stored or used for benchmarking purposes
Benchmark your firmBenchmark your firm

Australia Benchmark

Compare your firm against Australian accounting firm performance data.

Australia Benchmark Start AU Benchmark

New Zealand Benchmark

Compare your firm against NZ accounting firm performance data.

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One connected platform. Every part of your firm.

Link connects the six parts of practice management that usually run separately.

When workflow, capacity and reporting are disconnected, data gets lost, capacity goes stale, and reporting can’t be trusted.

When they connect, every step feeds the next.

If you like what what you see, book a discovery call with our team.

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1. Proposals

1. Proposals

Link turns accepted proposals into connected work, so scope, budget, billing and reporting stay aligned.

2. Allocation

2. Allocation

Turn thousands of tasks into structured allocations in minutes, with the right people, time budgets and due dates.

3. Capacity

3. Capacity

Capacity updates with every allocation, timesheet, completed task and deadline change, showing what is actually deliverable and who is overwhelmed.

4. Workflow

4. Workflow

Capacity-driven workflow keeps work moving from one connected place, so priorities, budgets and statuses stay visible.

5. Invoicing

5. Invoicing

Connect invoicing to the work, so WIP, write-offs, revenue and reporting stay accurate.

6. Reporting

6. Reporting

Connect reporting back to proposals, so every job informs the next years budget and scope of work.