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.
Stephanie Pope, Director Arcus Advisory“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.”
Terri Gamble, DirectorRice & Company LLP“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.”
Tyler Rice, DirectorSMYD Accounting / Advisory“Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link.”
Phoebe Meares, Head of Operations“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
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.