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.
Emma Kenny, DirectorBalance & Flow Accounting“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Adam Bird, DirectorStrettons Chartered Accountants“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.”
Daniel Britten, DirectorSBA South Island“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
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.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.