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.
Engagement letters, signed in a click
Send the engagement letter and a mutual NDA from any engagement. The client opens a link, reviews on any device, and signs with time, IP, and device recorded. Fees pull straight from your rate schedule.
A client record built for CPAs
Contacts, FEIN, entity type, filing states, accounting method, fiscal year end, and every engagement, invoice, and balance for the client in one place. Act from anywhere: new engagements and invoices start right on the client page.
Reports and true spreadsheet exports
Run ad hoc detail reports on time, WIP, invoices, and engagements with date, client, person, and status filters. Download as PDF or as Excel where every computed number is a live formula a reviewer can audit.
Team access under partner control
Add staff with emailed invites, set roles that drive what each person can see and do, and disable access instantly. Sign-ins, failed attempts, and page views all land in the audit log with IP and device.
NetSuite connectorComing soon
Push invoices and pull payment status from NetSuite, the same way QuickBooks works today. Tell us if you want this sooner and we will prioritize it.