Practice management that keeps the work moving
ResourceLinx puts engagement and workflow tracking on top of time, work in progress, invoicing, and accounts receivable, with QuickBooks Online sync. Built for CPA firms, from the first return to the final invoice.
Default-deny security, a full audit trail, and per-firm isolation from day one.
1120
Acme Manufacturing
Due Apr 15
1040
Rivera Family
Due soon
990
Northside Nonprofit
Filed
One system, from workflow to cash
The four things a firm runs on, connected. No more spreadsheets for the board, a timer somewhere else, and invoices in a third place.
Engagement tracking
Every return, review, and bookkeeping job on one board. Due dates, roles, and status, updatable by the whole team.
Time and WIP
Staff code time to engagements. Unbilled work accrues as work in progress per client, visible at any time.
Invoicing and AR
Generate invoices from WIP or a fixed fee, then track accounts receivable and aging by client.
QuickBooks Online
Push invoices to QuickBooks Online and keep client and receivable data in sync, without double entry.
E-signed agreements
Send the engagement letter and a mutual NDA from any engagement. Clients review and sign on any device via a secure link.
Reports and exports
Ad hoc detail reports with filters, downloadable as PDF or as Excel where every computed figure is a live formula.
Project tracking
See every engagement and every due date
A monday.com-style board for the work a firm actually does. Kanban by status, a list view, and a due-date view. Assign preparers, reviewers, and partners. When an annual engagement is done, roll it forward to next year in one click.
- Kanban, list, and due-date views
- Roles on every engagement
- Engagement letter and NDA e-signed from the engagement
- Recurring roll-forward on completion
- A full who-changed-what history
1120
Acme Manufacturing
BOOK
Bright Cafe Group
1040
Rivera Family
990
Northside Nonprofit
Time and billing
Bill what you earn, see what you are owed
Staff code time to engagements and it accrues as work in progress by client. Generate invoices from WIP or a fixed fee, push them to QuickBooks Online, and watch accounts receivable and aging update in real time.
- WIP by client and engagement
- Rate-based and fixed-fee billing
- Invoices export to QuickBooks Online
- Live AR and aging
- Ad hoc reports with formula-driven Excel exports
Unbilled WIP
$48,250
Accounts receivable
$31,900
- Acme Manufacturing42.5 h$14,875
- Rivera Family8.0 h$2,400
- Bright Cafe Group16.25 h$4,062
Secure by default, audited by design
Every row is scoped to your firm at the database, not just hidden in the app. Least-privilege roles, a mutation audit trail, and a never-erase doctrine mean you always know who changed what, and when.
Live in a week, not a quarter
Bring your engagements in
Set up clients, engagement types, and this year's work. Assign the team.
Track time and progress
Staff code time and move engagements across the board as work gets done.
Bill and see your numbers
Invoice from WIP, sync to QuickBooks, and watch AR and unbilled WIP by client.
Ready to see it on your firm's work?
Book a walkthrough and we will map your engagements, roles, and billing to ResourceLinx.