Workflow that knows what
your team can actually handle.
Does your workflow system shows a big list of jobs, without any reference to your teams available capacity?
When capacity is built into workflow it updates with every timesheet, allocation and completed task. You can move work when someone is over-allocated, making every job achievable within their due dates. Deadlines don’t get missed. Team members don’t get stressed. Work moves effortlessly through the firm.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
Trusted by over 4,000 accountants every day.
Your workflow, capacity and reporting are disconnected.
There are so many moving parts between workflow, capacity and reporting, and as soon as one of these relies on a spreadsheet the whole system breaks down.
When jobs take longer than planned, it affects your team's capacity. But your capacity spreadsheet doesn’t know about this. People become over-allocated, jobs become stagnant, deadlines get missed, clients start chasing, people get stressed, they take that stress home, they work overtime.
Eventually, your best people resign.
Disconnected Systems
The systems don’t talk to each other so there’s no capacity visibility. You just keep loading up your team with more work.
Everyone gets stressed
Too much work is allocated, jobs stagnate, deadlines get missed, clients start chasing, everyone becomes stressed.
Your best people resign
You keep loading up your best team members. They get stressed, they take that stress home, and eventually they resign.
WHAT YOU HAVE TRIED
You have already tried to solve these problems.
Everything you tried just added more complexity.
You knew you couldn’t run a firm on spreadsheets, so you looked around for some solutions. Everything you looked at only solved part of the problem. It seemed nothing was really designed for your situation.
Spreadsheets
The spreadsheets worked, somewhat, but data gets messy, and maintaining them became a job in itself.
Point-solutions
You tried Ignition and other point-solutions. They solved one problem, but created others.
Other solutions
You looked at Karbon, and a handful of others. They were complicated, reporting was limited, and capacity didn’t even work.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Emma Kenny, Director“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Tyler Rice, Director“Our organisation’s growth, scheduling visibility, and client and team satisfaction can all be attributed to working with Link.”
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.”
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.”
BEFORE YOU TRY THE DEMO
A few things you might be wondering
How does the demo work?
You’ll click through Link’s screens with prompts to guide you. Choose from 10 tours covering different aspects of managing your firm.
How long does it take?
Allow around two minutes per deep dive. Explore one area or try several—it’s entirely up to you.
Do I need to enter my email?
No. You can explore the entire demo without sharing your contact details or booking a call.
Do I need to connect my Xero account?
No. This is a guided product tour, so you can see how Link works without connecting your firm’s data.
WITH YOU EVERY STEP OF THE WAY
How onboarding works
Once you give us the green light, onboarding is typically completed within 30 days. Below is a high-level view of the process, from project kick-off to go-live and beyond.
Project Kick-off Session
Week 1
We meet to map out the rollout, timing, responsibilities, and key milestones.
Project Review Session
Week 2
We review the setup together and make a plan for future job creation.
Job Creation Session
Week 3
If jobs are being created by spreadsheet import, we will meet to review the spreadsheet.
Team Training Session
Week 4
We train your team to use Link confidently in their day-to-day work.
Go-Live
From today your team will be looking in Link to view their workflow
Adoption Session
Week 5
This Q&A session gives your team a chance to ask questions after they’ve started using Link.
GIVE IT A TRY
Take a look around Link
Choose a guided tour and see how it works, one click at a time.
No email required No sales pitch Around 2 minutes per deep dive
If you like what what you see, book a discovery call with our team.
See your firm the way it was meant to run.
