Clear priorities for your team. Complete visibility for you.
Bring your entire year of work into one searchable view, with clear ownership, deadlines and time budgets. Your team knows what to work on next, while you can see where work is progressing and where it needs attention.
With live capacity built into workflow, you can see whether the plan is achievable. As time is recorded, priorities change and tasks are completed, capacity updates automatically—helping you spot overload early and keep work moving before clients start chasing.
Why Choose Link for Workflow?
Most practice management apps fall short on workflow. They split work across multiple boards, rely on basic sorting, and leave capacity completely disconnected. The result is fragmented visibility, difficult prioritisation, and tasks that get lost.
Link brings everything into one place. Your entire year of work sits in a single, searchable view, with drag-and-drop control to prioritise tasks exactly how your team needs. No switching between boards. No guessing what comes next.
Because workflow is fully connected to capacity, every decision is grounded in reality. You’re not just organising tasks, you’re managing workload, protecting your team, and driving performance with complete clarity.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Adam Bird, DirectorFinspective“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.”
Simon Ward, DirectorDFK Hirn Newey“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Shona Wallace, DirectorHeaney Business Group“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.”
Gemma Heaney, Director“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.”
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.