Notes that keep work moving
Notes shouldn’t disappear into separate chats, inboxes, or side conversations.
Link lets your team add notes directly to tasks through workflow, with every note captured against the job. If someone leaves a note on a preparation task, the person responsible for the review task can still be notified, keeping communication connected across the full job.
Notes feel familiar from the start, with tagging, threaded replies, pinned notes, and quoted text in a conversational layout your team already understands. No new system to learn. No buried context.
Because notes sit inside workflow and are also available from a dedicated Notes page, your team can communicate where the work happens while still seeing every job note in one place. The result is clearer communication, fewer missed updates, and faster job turnaround.
Why Choose Link for Notes?
Most firms lose important job context in emails, chat messages, or conversations that never make it back to the work. The job keeps moving, but the information needed to complete it often gets scattered.
Link keeps communication attached to the job. Notes can be added directly from workflow, linked to the right task, and shared with the right people through tagging and notifications.
With threaded replies, pinned notes, quoted text, and a full Notes page across all jobs, Link gives your team one clear place to manage job communication. Everyone can see what was said, what matters, and what needs to happen next.
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, DirectorAke Chartered Accountants & Business Advisors“The Link team made it so easy and could explain everything while helping improve things along the way.”
Matthew Davis, DirectorWilson Accounting“Link was the biggest driver of reducing our write-offs and developing strategies to reduce these. At our worst we had high write-offs of around 30% in some years. This has now been reduced to effectively nil and we continue to utilise Link to monitor the progress we have made.”
Stephanie Pope, DirectorLemonade Beach“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.”
Cameo Ashe, Director“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.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.