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.
Daniel Britten, Director Arcus Advisory“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
Terri Gamble, DirectorLoren Nancke CPA“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.”
Candace Nancke, PartnerWilson Accounting“We realised that we'd be able to track that data over long periods of time for specific clients, making it easier for the team to figure out our results.”
Stephanie Pope, Director“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.”
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.