Built for Managers
Link helps Managers stay on top of their own work, their team’s workflow, and their review responsibilities without the stress of guesswork or constant firefighting. With workflow, capacity, and timesheets all connected, Managers can prioritise confidently, avoid overload, and keep deadlines under control while using a system that feels simple and easy to manage.
Workflow
Link gives Managers one clear place to manage both their own workflow and their team’s. Because everything sits in one view, with drag-and-drop prioritisation and instant search, it is much easier to stay organised, respond when priorities change, and keep work moving without chaos.
Capacity
Link keeps capacity live inside workflow, so Managers can see whether both their own workload and their team’s workload are actually achievable. That means less stress around hidden overload, fewer deadline surprises, and more confidence when juggling delivery, reviews, and team management.
Timesheets
Link makes timesheets quick and easy to enter directly from workflow, with the job and task already populated and time automatically suggested. That means less admin, less frustration, and far less risk of timesheets becoming the bane of a Manager’s life.
Automated Work Allocation
Link helps Managers allocate work faster and with more confidence by suggesting who should do the work, when it should be due, and how long it should take. That reduces the admin of manual allocation, improves consistency across the team, and makes it much easier to keep workflow under control at scale.
WIP Reporting
Link’s WIP Reporting reconciles with Xero Practice Manager, giving Managers numbers they can trust. With grouping, filters, search, and drilldowns to job-level detail, it becomes much easier to explain movement in WIP and make decisions around what needs to be billed.
Team Reporting
Link’s Team Reporting helps Managers see how their team is really performing across productivity, write-offs, ROI, and average hourly rates. That makes it easier to identify where support is needed, keep standards high, and give partners clear answers backed by real data.
Onboarding
Onboarding is fully managed by our team. Once you give us the green light, we take care of everything from project planning and data cleaning through to training, go-live, and post-launch support.
Our goal is to deliver not just an excellent solution, but an excellent onboarding experience and ongoing support to match.
How Onboarding Works
Onboarding is typically completed within 30 days of you giving us the green light. We ask you to commit to just 3 Zoom meetings, and we take care of the rest. Below are the six steps for onboarding.
Green Light
You give us the green light, and we take ownership of the onboarding process.
Project Planning
We meet to map out the rollout, timing, responsibilities, and key milestones.
Data Cleaning
We prepare and clean your data for a smooth move into Link.
Training
We train your team to use Link confidently in their day-to-day work.
Go-Live
We support the move into Link and guide your team through the first days of rollout.
Ongoing Support
We are always here to support you, with real people who care about your success.
World-class Onboarding
"Our onboarding experience was very smooth. The Link team were knowledgeable, responsive, and made the process really easy.
They made sure we were comfortable and knew what we were doing before going live with the platform."
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Matthew Davis, Director“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, 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.”
Stuart Lowe, Director“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Shona Wallace, Director“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.”