Client groups made easier
Client data is only useful when it’s easy to keep organised.
Link gives your team a clear view of your full Xero Practice Manager client list, making it easier to review clients and understand how they are grouped.
Where XPM makes client group updates manual and time-consuming, Link allows you to bulk update client groups in one place.
It’s a simple feature, but a useful one. Less clicking, less admin, and cleaner client data across the firm.
Why Choose Link for Client Management?
Managing client groups in Xero Practice Manager can be slow when updates need to be made across multiple clients.
Link makes this process faster by giving your team a single place to view clients and bulk update client groups without working through each client manually.
Clean client grouping supports better reporting, clearer firm structure, and less admin when maintaining your client database.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Grant Heaslip, DirectorWilson Accounting“The Link team made it so easy and could explain everything while helping improve things along the way.”
Stephanie Pope, DirectorHeaney Business Group“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.”
Gemma Heaney, Director Arcus Advisory“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.”
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.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.