Built for Practice Managers
Link gives Practice Managers the control and visibility they need to keep the firm running smoothly, without relying on guesswork, spreadsheets, or workarounds. With workflow, capacity, timesheets, and reporting all connected, it becomes much easier to stay ahead of issues, keep the team on track, and give partners clear, accurate insight into how the practice is performing.
Workflow
Link gives Practice Managers one clear place to manage the firm’s workflow, so nothing is scattered across boards, lists, or workarounds. That makes it much easier to stay on top of priorities, spot hold-ups early, and show partners that work is under control.
Capacity
Link keeps capacity live inside workflow, updating with every timesheet, allocation, reallocation, and completed task. That gives Practice Managers a real-time view of who has room for more work, who is overloaded, and whether deadlines are actually achievable before partners need to ask.
Automated Work Allocation
Link helps Practice Managers allocate work with structure, not guesswork. Using historical data, Suggest Allocations can automatically recommend who should do the work, when it should be due, and how long it should take, making it far easier to allocate at scale and keep the team organised.
Timesheets
Link makes timesheets fast and easy to enter directly from workflow, with the job and task already populated and time automatically suggested. That means less chasing, better compliance from the team, and more reliable reporting to put in front of partners.
WIP Reporting
Link’s WIP Reporting reconciles with Xero Practice Manager, giving Practice 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 give partners confidence in the reporting.
Team Reporting
Link’s Team Reporting gives Practice Managers a clear view of how each team member and each team is performing. Because every number can be drilled into, it is easier to spot issues early, answer partner questions confidently, and stay ahead of underperformance.
Client Reporting
Link’s Client Reporting helps Practice Managers see which clients are performing well and which ones are dragging on profit. That makes it easier to bring meaningful insight to partners around pricing, write-offs, and where the firm should be focusing its attention.
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.
Simon Ward, Director“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.”
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.”
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.”
Grant Heaslip, Director“The Link team made it so easy and could explain everything while helping improve things along the way.”