Features
Everything a firm needs to run the work and get paid
ResourceLinx connects workflow, time, billing, and receivables in one place, so the board, the timesheet, and the invoice all agree.
Engagement and workflow tracking
Projects are client engagements: tax returns, reviews, compilations, bookkeeping, advisory. Track due dates, tax year or period, status, and the lead. See the work as a kanban board, a list, or by due date.
Roles on every engagement
Assign preparers, reviewers, and partners. Everyone sees who is responsible for what, and the whole team can keep the board current.
A complete audit trail
Every change is stamped with who, what, and when. Nothing is erased: records are archived or disabled, never deleted, so the history is always intact.
Recurring roll-forward
When an annual engagement is completed, generate next year's from the same template in one click, carrying the client, type, and team forward.
Time and work in progress
Staff code time to the engagements they work on. Unbilled billable time accrues as work in progress per client and engagement, available at any time.
Invoicing, rate-based or fixed fee
Generate invoices from selected WIP or set a fixed fee, with rates resolved per user or role and per-engagement overrides. Review before you send.
Accounts receivable and aging
Track what each client owes and how old it is. Unbilled WIP by client and AR aging are always one view away.
QuickBooks Online sync
Connect QuickBooks Online, map clients to customers, and push invoices without double entry. Pull payment and receivable status back.