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A living record of what we've shipped and what's coming next.

All Features
FEBRUARY 2020 Released

Insights you can trust

Most reporting tools produce numbers that change depending on which screen you're looking at. That's not reporting. That's guesswork with a dashboard.

Time, invoiced and net write-off values that reconcile across clients, jobs, people and services.
MARCH 2020 Released

Know where every dollar of WIP sits, and who needs to act on it.

Most firms find out about WIP overruns after the invoice has gone out. By then the write-off is already inevitable.

WIP Movement reporting that keeps your team accountable
MARCH 2020 Released

Know whether your fixed fee engagements are actually profitable.

Fixed fees look predictable on the surface. Underneath, the recoverability picture is often very different.

WIP Movements by Job Category
MARCH 2020 Released

Don't let small jobs hold up your bigger invoices.

When you invoice by Client Group, small balances on minor jobs can hold up the invoice for other entities.

WIP Movements by Client Group
MARCH 2020 Released

Half your WIP balance and unlock a 13th month of invoicing.

The average firm carries two months of WIP. Firms that use Link carry one month or less. The difference goes straight to invoicing.

WIP Movements by Job Manager
MARCH 2020 Released

Stop letting ad-hoc work slip through uninvoiced.

General queries and quick client requests generate WIP. Most firms only see it at write-off time.

WIP Movements on General Queries by Client
MARCH 2020 Released

Keep your WIP balance low by catching stagnant jobs early.

Most firms only notice a stagnant job once the WIP balance is already too big to ignore. By then it's a write-off conversation, not a workflow one.

WIP analysis made easy with filtering and sorting
OCTOBER 2020 Released

Talk about write-offs while the job is still in progress.

Reviewing August write-offs in September is still helpful. Just not as helpful as having the same conversation while the job is still open.

Detailed write-offs 1
OCTOBER 2020 Released

See how your team are tracking, while they can still do something about it.

You find out someone missed target when the month closes. By then there is nothing left for them to act on.

Team performance metrics 1
OCTOBER 2020 Released

Know who your top performers actually are.

Write-off percentages don't compare between people. They're driven by the billable rate you set, not the work someone did.

Individual ROI 1
OCTOBER 2020 Released

Know how much revenue each team member generates.

You know what the firm invoiced last month. Who generated it is a different question.

Recoverability 1
NOVEMBER 2020 Released

The numbers that matter, without going looking for them.

Reporting that lives behind a login gets opened once a quarter. The firms that improve look every week.

Schedule button
NOVEMBER 2020 Released

Grow the firm without quietly losing your margins.

Most firms only discover that growth cost them margin when the year-end numbers come in lower than expected.

Practice Performance data
NOVEMBER 2020 Released

Pay reviews using what people actually recover.

A team member running consistent net write-ups of 10% isn't outperforming. Their billable rate is set 10 to 20% below where it should be.

Individual Performance data 1
NOVEMBER 2021 Released

Hire on the numbers, not in a panic.

Most firms hire once the team is already underwater. By then you're recruiting under pressure instead of to a plan.

Practice Performance 1
MARCH 2022 Released

Know whether your compliance work is priced where it should be.

Write-off percentages can't answer that. They're driven by the billable rates you set, not by what the work actually recovered.

Service Performance 1
MARCH 2022 Released

Identify the clients worth growing, and grow with them.

Most firms treat every client as equally valuable. Recovered rates, write-offs and profit tell a very different story.

Firms that use Link enjoy fewer clients with higher gross margins.
MARCH 2022 Released

Know whether your advisory work earns its premium.

Advisory should recover a higher rate than compliance. Most firms assume it does without ever checking.

Revenue Stream 1
MARCH 2022 Released

Re-price fixed fees with a number, not a feeling.

Re-pricing without data is a difficult conversation you keep putting off. Most underpriced engagements stay that way for years.

Client Performance
APRIL 2022 Released

See a fixed fee job heading over budget while you can still act.

On most fixed fee jobs the overrun shows up as a write-off at the end. By then there's nothing to do but absorb it.

Open Jobs
MAY 2022 Released

Understand what's driving write-offs, not just how much.

A write-off total tells you there's a problem. Most firms never get past the total to the cause.

Completed jobs
JULY 2022 Released

See the real profit on every job, not just the recovery.

Recovered rate tells you what you charged per hour. It says nothing about what the hour cost you to deliver.

Firms that use Link achieve higher gross margins on their jobs.
SEPTEMBER 2022 Released

Keep your most valuable work moving.

When the queue isn't ordered by value, your biggest invoices sit behind your smallest jobs.

Opens Jobs 1
OCTOBER 2022 Released

Balance client lists before the workload becomes uneven.

Work gravitates to your best people. Left alone, that overloads your strongest managers and leaves capacity idle elsewhere.

Balance clients across managers to optimise workload and delivery
OCTOBER 2022 Released

Know what your client list is actually worth.

Revenue per client tells you what you invoiced. Most firms never look past it to the capacity required to service the client.

Partner Performance
SEPTEMBER 2024 Released

Commit to a client knowing your team can actually keep it.

Most partners promise the client first and work out whether anyone has the capacity to deliver it later.

Search the client name in allocate work
OCTOBER 2024 Released

Take leave without paying for it when you get back.

In most systems leave changes nothing. The work waits for you, so people either skip leave or come back to a worse week than the one they left.

June looks like a good time for a week off
OCTOBER 2024 Released

Always know what's sitting with your outsourced team.

Most workflow systems have no state for outsourced work. It leaves your team and disappears until it comes back.

Custom task states
OCTOBER 2024 Released

Start next month's work before next month arrives.

When this month's work is done, most teams stop. Next month's work isn't in front of them, so nobody starts it.

This team member is progressed all of this months work as far as they can right now.
NOVEMBER 2024 Released

See every job you're responsible for in one place.

When work is split across boards and filtered views, no manager can see their their client responsibilities at once.

Quick select Job Manager in Allocate work to see all of the jobs they are responsible for.
NOVEMBER 2024 Released

Get a real budget onto every job, in bulk.

Budgets that never made it onto the job can't warn you about anything. In most firms they're set once, by hand, on the jobs someone remembered.

Bulk update Job Budgets in Xero
NOVEMBER 2024 Released

Put a name against every client and every job.

Missing partners, managers, categories and budgets quietly break your reporting. Most firms don't notice until they're relying on the numbers.

Bulk update jobs with Link
NOVEMBER 2024 Released

Know where every deadline sits, months ahead.

Deadlines scattered across jobs, boards and spreadsheets aren't deadlines. They're surprises with a date attached.

If you are a people manager use the team filters to view due dates for your team.
JANUARY 2025 Released

Take a sick day without losing the whole week.

In most systems a sick day changes nothing. You come back to the same deadlines with less time to hit them.

Available capacity when I return to work after illness.
JANUARY 2025 Released

Stop squeezing five days of work into four.

Most capacity plans assume every week is five days. Public holidays quietly turn a full week of work into four.

Live available capacity for every team member
JANUARY 2025 Released

Never worry about tasks going missing.

When work is spread across boards and personal lists, tasks get lost. Usually the ones nobody was watching.

Incomplete tasks roll forward to the next month at the end of each month
FEBRUARY 2025 Released

No surprise reviews derailing your week.

When a task can only hold one name, the reviewer never sees it coming until it lands on their desk.

Allocate Work: Add New Row
FEBRUARY 2025 Released

Compare capacity and performance across teams, roles and offices.

Most systems report at firm level or individual level. Nothing in between, which is exactly where multi-office firms are run.

Team, Role and Office assignment
MARCH 2025 Released

Measure what got finished, not what got touched.

Busy and finished are not the same thing. Most systems measure activity and let completion look after itself.

See what got done last month.
MAY 2025 Released

See when your team will be away, months ahead.

Leave usually surfaces the week it happens. By then the work has already been allocated to someone who won't be there.

Available capacity in workflow
MAY 2025 Released

Know where your goalposts are, every day.

Finding out you missed your productivity target after the month closes tells you something. It just doesn't give you anything to do about it.

Capacity targets are productivity targets
JUNE 2025 Released

A single place to update work, integrated with Xero

Updating the same job in two systems isn't integration. It's double handling with extra steps.

Update the allocated time to this task
JUNE 2025 Released

Know that every change actually made it to Xero.

Most integrations fail quietly. You find out weeks later when a number doesn't add up and nobody can say why.

Export queue in menu
JULY 2025 Released

Give every team member one list, not five.

Most apps split work across multiple boards and filtered views. Everyone ends up rebuilding their own list somewhere else.

My Workflow is a single place to view your work
JULY 2025 Released

A single workflow list per person in the order you want the work done, visible to everyone.

Every other workflow app gives you six places to look, and not one of them can be put in priority order. At best you get a sort.

JULY 2025 Released

Answer a client's call without having to ask around.

When a client rings to ask where their work is up to, most partners have to check with someone and call back.

Allocate Work in the menu
JULY 2025 Released

Let your team pull their own next task.

When only managers can allocate work, every team member between tasks is waiting on someone else.

Auto Assign settings are user-specific
AUGUST 2025 Released

Go from your workflow to the tax return in one click.

Hunting for the right job in another system is a small cost, repeated thousands of times a year.

Anywhere you see a job number in Link, click straight through to the job
SEPTEMBER 2025 Released

Know what every job is actually waiting on.

Generic job or task statuses tell you nothing. Work that's stuck looks identical to work that's moving.

Task Statuses in the menu
FEBRUARY 2026 Released

A plan for every client deliverable across the financial year.

Most firms plan a few weeks ahead because estimating effort, assigning work and balancing capacity manually takes too long. Beyond that, it's guesswork.

Unallocated financial year ahead
JUNE 2026 Released

See how your team are tracking today, not in next week's report.

A weekly scheduled report tells you someone missed their target. It doesn't tell you in time to help them hit it.

JUNE 2026 Released

Keep every job conversation on the job.

When the conversation about a job lives in email, the context is gone by the time anyone needs it.

Notes on tasks in workflow
JUNE 2026 Released

Work with your offshore team without getting lost in translation.

What's worse: waking up to a tonne of emails from your offshore team, or none?

Notification centre
JULY 2026 Released

Give every manager their own team's workflow, and nobody else's.

In a larger firm every manager can see and reorder the whole practice's workflow, including the people who don't report to them.

JULY 2026 Released

See exactly how your live available capacity is calculated.

A red available capacity number tells you there is a problem. Now it tells you where your hours went.

JULY 2026 Released

Clear finished work out of your team's workflow without losing track of it.

Out for signing, ready to invoice, finalisation. Tasks sit in your team's workflow long after their part in them is done.

AUGUST 2026 Released

Use your timesheet history to automate workflow allocation.

Last year's data suggests who, when and how long. Smarter workflow allocation lets you select the best option from each.

AUGUST 2026 Released

See the number of days a job has been sitting in a status, and with who.

A job that went to client queries yesterday and one that has been there two weeks look exactly the same in Xero Practice Manager.

AUGUST 2026 Released

Add a reviewer to a hundred jobs in one step.

Most client work needs two or more people. Adding each one, task by task, is why review time never makes it into the plan, and why reviewers get stressed.

AUGUST 2026 Released

Know when work is ready for you, without anyone telling you.

A reviewer finds out work is waiting when someone walks over and tells them, or when an internal email gets sent.

AUGUST 2026 Released

Let your team move their own work when a job goes on hold.

A task goes on hold and only a manager can update the due date, so the list your team works from is one step behind.

SEPTEMBER 2026 Released

Know a job will go over budget before anyone starts work on it.

Most firms discover a job was underpriced when the write-off appears. The allocation was telling you months earlier.

Budget Reconciliation
OCTOBER 2026 In Progress

New starters who know what good looks like on day one.

New team members usually spend their first months guessing at the standard they're being measured against.

Schedule Centre
OCTOBER 2026 In Progress

Let your team see exactly how they're measured.

A number in a report nobody can interrogate isn't a target. It's a verdict.

Interactive scheduled reports 1
OCTOBER 2026 In Progress

Measure what your client managers actually contribute.

Client managers get assessed on relationships, because the numbers behind their client list were never visible.

Recognise and reward your top-performing client managers
OCTOBER 2026 In Progress

Re-price on profit, not on revenue.

Recovered rate tells you what you charged per hour. It doesn't tell you what the work cost to deliver, so two clients on the same rate can return very different margins.

Partners at firms that use Link can re-price their engagements using client profitability
OCTOBER 2026 In Progress

Measure what each partner's client list actually returns.

When partner contribution can't be measured, profit share becomes a negotiation instead of a calculation.

Measure profitability across each partner’s client list
OCTOBER 2026 In Progress

Prove the firm is actually improving.

Most firms can tell you this year's numbers. Far fewer can tell you whether they're better than last year's.

WIP Performance data
OCTOBER 2026 In Progress

Show each team member only the numbers they own.

When everyone can see every number, nobody is clear on which one they're accountable for.

Reporting Permissions 1
MARCH 2027 Planned

Recover the software you're paying for on every client.

Software cost per client keeps climbing. Most firms absorb it because nobody is tracking which client uses what.

Service Templates
MARCH 2027 Planned

Set a revenue target you can see the path to.

Most firms set a revenue number and hope. There's no line of sight between the number on the wall and the people, hours and rates that have to produce it.

Revenue Targets
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Identify the clients worth growing, and grow with them.

Most firms treat every client as equally valuable. Recovered rates, write-offs and profit tell a very different story.

Client Performance runs the full WIP equation by client, then adds hours, average rate, total cost, profit and profit percentage. The clients with strong rates and low write-offs deserve more of your time and your best people. The ones dragging the average down are candidates for a re-price or an exit. Fewer clients at higher margins beats more clients at thinner ones.

Release Date: March 2022

Self-guided Demo
Firms that use Link enjoy fewer clients with higher gross margins.
Interactive Demo