Jobs that are easier to manage
Your job data should be easy to find, update, and keep clean.
Link brings your Xero Practice Manager jobs into one fast, searchable view, giving your team a simpler way to manage the information that matters across the firm.
From the Jobs page, users can bulk update key fields like budgets, job managers, partners, and due dates without opening each job one by one.
With instant search and direct click-through to Xero Practice Manager, Link gives your team a faster way to review, update, and manage job data without unnecessary admin drag.
Why Choose Link for Job Management?
Updating job data directly in Xero Practice Manager can be slow when changes need to be made across multiple jobs.
Link makes job management faster by giving your team one place to search, review, and bulk update important job fields. Budgets, managers, partners, and due dates can be updated quickly, helping keep job data accurate and useful.
Because each job connects back to Xero Practice Manager, your team can still jump straight into the source record when needed. Link gives you the speed of bulk updates without losing the connection to XPM.
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, DirectorSP Solutions“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.”
Daniel Izzo, Operations ManagerLemonade Beach“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".”
Cameo Ashe, DirectorDFK Hirn Newey“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Shona Wallace, Director“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
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.