Practice management for UK accountancy firms
Run the whole practice
in one place.
Jobs, capacity, client communications, HMRC and Companies House filing, bookkeeping, proposals and billing — built inside a working UK accountancy firm.
Or build a personalised deck — six questions, ninety seconds, no signup.
Eight modules. One system. No integrations to maintain between them.
Most firms run six to eight disconnected subscriptions and spend real time keeping them in step. Here is what The Link covers instead — 58 capabilities across eight modules, all on the same data.
Practice management
Jobs, stages, owners, capacity and time — the spine the rest of the firm hangs off.
Communications
Email, calls, meetings, internal chat and campaigns — all attached to the client they belong to.
Compliance
HMRC, Companies House, AML and the audit trail that proves all three were done.
Bookkeeping
Bank statements, receipts and supplier documents read by AI and pushed to the ledger — without a separate auto-entry licence.
Proposals & engagement
Scoped proposals, engagement letters and e-signature — signed, countersigned and filed without leaving the platform.
Billing & credit control
Direct Debit, recurring fees, payment links and a chase ladder that runs without anyone remembering to.
Reporting & intelligence
Thirty named reports, a pivot builder, and an AI you can ask questions of in plain English.
Client experience
What your clients actually touch — the portal, the app, and every page they land on to approve, sign or send you something.
Already connected to the things you file with and get paid through.
Not a logo wall. Every one of these has a client, credential storage, error handling and, where the provider needs one, a job that keeps the connection alive and tells somebody when it dies.
- Adfin
- Cloudflare R2
- Companies House IDV
- Companies House Public Data API
- Companies House REST Filing API
- Companies House XML Gateway
- Creditsafe
- Daily.co
- Dialora
- Docparser
- HMRC MTD
- HMRC XML Gateway
- Microsoft Outlook
- Microsoft Teams
- Mistral OCR
- QuickBooks Online
- RingCentral
- SendGrid
- VoodooSMS
- Xero
AI throughout
AI that does the work, not AI that writes about the work.
It reads the bank statements, classifies the inbox, reconstructs the timesheets, drafts the management-accounts commentary and answers questions about your practice in plain English — in the places your team already works, not in a separate chat window bolted to the side.
Practice Intelligence
Ask about your own practice in plain English and get a table or a chart back from live data. “Which clients have not had a review this year?”, answered in seconds.
Client Intelligence
A per-client dossier compiled nightly, so opening a client record means opening the full context — no preparation before a call.
Extraction that verifies itself
Bank statements read in two passes and then walked from opening balance to closing balance. A statement that does not reconcile is flagged, not pushed to the ledger looking right.
What actually happens next
A conversation, not a pitch
Thirty minutes, screen shared, on your firm's actual work. You will be talking to someone who has done the job.
We work out what it replaces
What you are paying for today, what The Link covers, and — honestly — what it does not. The savings calculator gets you most of the way before we speak.
A migration with a date on it
Your clients, services and workflows set up and checked before anyone switches. No big-bang weekend.
Prefer to look before you talk? Build a personalised deck — pick three priorities, answer six questions, and get a written case built around your answers in ninety seconds.
Ready to see what The Link can do for your firm?
We are a small team and the person you speak to builds the product. Bring your hardest workflow.