The Link
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Product

One platform, built inside a working accountancy firm.

The Link was not designed in a product workshop. Every part of it was built because a UK accountancy practice needed it that week, and it is still run on daily by the firm that built it. Here is what it covers.

The Link's kanban board showing jobs across colour-coded stages with assignees and due dates

Practice management

Jobs, stages, owners, capacity and time — the spine the rest of the firm hangs off.

7 capabilities
The Link's email inbox with AI classification badges showing sentiment, urgency and opportunity flags

Communications

Email, calls, meetings, internal chat and campaigns — all attached to the client they belong to.

8 capabilities
The Link's AML compliance report listing clients with their check status, findings and expiry

Compliance

HMRC, Companies House, AML and the audit trail that proves all three were done.

7 capabilities
The Link's analytics view with a drag-and-drop pivot builder over practice and financial data

Bookkeeping

Bank statements, receipts and supplier documents read by AI and pushed to the ledger — without a separate auto-entry licence.

7 capabilities
The Link's agreement builder, choosing a visual theme for a client-facing proposal

Proposals & engagement

Scoped proposals, engagement letters and e-signature — signed, countersigned and filed without leaving the platform.

7 capabilities
The Link's contract review report showing agreements per client with values, dates and overdue status

Billing & credit control

Direct Debit, recurring fees, payment links and a chase ladder that runs without anyone remembering to.

7 capabilities
Practice Intelligence in The Link, showing example plain-English questions you can ask about your practice data

Reporting & intelligence

Thirty named reports, a pivot builder, and an AI you can ask questions of in plain English.

7 capabilities
A client approval page in The Link on a phone, showing the document and approve or request-changes buttons

Client experience

What your clients actually touch — the portal, the app, and every page they land on to approve, sign or send you something.

8 capabilities

Connected to

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

Everything, in one list

58 capabilities across 8 modules. If you are looking for one specific thing, it is probably here — and if it is not, ask.

Practice management

  • Kanban workflow engine
  • Project type templates
  • Stage checklists and approvals
  • Stage time tracking and overdue escalation
  • Capacity heatmap and workload smoothingAI
  • Work roles, not job titles
  • Tasks, reminders and timeAI

Communications

  • Outlook email, synced both ways
  • Email Reply CaptureAI
  • AI triage on every emailAI
  • Calls, video and transcriptsAI
  • Tickets and client repliesAI
  • Internal chat that knows the client
  • Campaign sequencesAI
  • Calendar and meeting booking

Compliance

  • HMRC digital submissions
  • Companies House, four ways
  • AML and identity verification
  • Government ID extractionAI
  • Professional clearance
  • Risk register and renewal cadence
  • Compliance audit trail

Bookkeeping

  • Two-pass bank statement extractionAI
  • Balance-chain verificationAI
  • Batch upload and background processing
  • Duplicate detection and account mergingAI
  • Receipt and document capture with OCRAI
  • Ledger push to QuickBooks and Xero
  • Management accounts from the same dataAI

Proposals & engagement

  • Proposals built from your service catalogue
  • Optional items the client chooses
  • The engagement letter is the proposal
  • E-signature with a real audit trail
  • Direct Debit collected at signature
  • Signature requests for everything else
  • Prospects before they are clients

Billing & credit control

  • Direct Debit mandates
  • Recurring billing that follows the engagement
  • One-off payment links
  • Chase ladders that escalate on their own
  • Credit hold, with a name on it
  • Invoices raised in your own ledger
  • Profitability per client

Reporting & intelligence

  • Practice IntelligenceAI
  • Client IntelligenceAI
  • Thirty named reports
  • Build your own, and save it
  • Management accounts with a narrativeAI
  • Scheduled and delivered
  • The owner's morning briefingAI

Client experience

  • Client portal
  • iOS and Android app
  • Approve work in one tap
  • Sign anything, from anywhere
  • Answer bookkeeping queries in place
  • Onboarding and information requests
  • Upload folders that stay organised
  • Meetings clients book themselves

Which part of this is your problem?

Thirty minutes with the people who built it, on your firm's actual work — or six questions and a deck put together around your answers.

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