ResourceLinx
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, with default-deny security, a full audit trail, and per-firm isolation from day one.
CPA and accounting firms tracking engagements, time, WIP, and billing across a client roster.
What it does
Engagement board
Every engagement with its due date, preparer and reviewer roles, and status, updatable by the whole team with a full history.
Roll forward
Completed engagements roll forward to the next period in one step, so recurring work never gets rebuilt by hand.
Time and WIP
Log time against engagements and watch unbilled WIP build by client, so finished work stops sitting invisible.
Invoicing and receivables
Turn WIP into invoices and watch receivables age in buckets: current, 1 to 30, 31 to 60, and 60 plus.
QuickBooks Online sync
Billing and the ledger stay one system, not a monthly reconciliation project.
Secure by default
Default-deny access, a full audit trail, and per-firm isolation from day one.
Who it is for
CPA and accounting firms tracking engagements, time, WIP, and billing across a client roster.