FAQ
Frequently asked questions
Quick answers about ResourceLinx. Something missing? Ask us directly.
What is ResourceLinx?
Practice management for CPA firms: engagement and workflow tracking on a board, time and work in progress, invoicing and accounts receivable, e-signed engagement letters, reports, and QuickBooks Online sync, all in one place.
How long does setup take?
A new firm is typically working the same day. Set your billing rates, invite your team, add clients, and create your first engagements. A guided setup checklist walks new firms through each step, and our setup guide covers the details.
Can we import our existing clients?
Yes. We help design partners bring clients and open engagements across from spreadsheets or a previous practice-management tool during onboarding. Ask us during your demo.
How does billing work: hourly, fixed fee, or both?
Both. Time is billed at rates resolved per person or role, with per-engagement overrides. Engagements can carry a fixed fee instead, and invoices can be generated from selected WIP or the fee. You review every invoice before it goes out.
How do e-signed engagement letters work?
From any engagement, send the engagement letter and an optional mutual NDA. Your client gets an email, opens a secure link, reviews the document on any device, and signs by typing their name. The signature is recorded with date, time, IP address, and device, and the signed PDF includes a signature certificate.
Is our data isolated from other firms?
Yes, at the database layer. Every record belongs to your firm and row-level security means the database itself refuses to return another firm's rows. Every change is stamped to an audit trail, and nothing is ever hard-deleted.
Does it work with QuickBooks?
QuickBooks Online, yes. Connect your company, map clients to customers, push invoices without double entry, and pull payment and receivable status back. A NetSuite connector is on the roadmap.
Can staff track time on their phones?
Yes. The whole app is responsive, and time entry with the built-in start and stop timer works on any phone. Timer entries record their start and end times in your local timezone.
What do reports export to?
PDF, and Excel workbooks where every computed figure is a live spreadsheet formula, so a reviewer can click any number and audit the math. Time detail, WIP detail, invoice and AR detail, and engagement lists, all filterable.
Who can see what inside the firm?
Access follows roles: partner, manager, senior, staff, billing, and read only. Partners control the roster, roles, and access from Settings, and every sign-in and change lands in the audit log.