Client books
without the spreadsheet swamp.
Bookkeepers, CPAs, fractional CFOs — Linq gives every client their own portal for documents, timelines and invoicing, and gives the firm a single dashboard to see what's reconciled, what's overdue, and what's blocking the close.
One front door
per client.
Every client gets a clean, branded portal where they upload documents, see what you've requested, and pay invoices. No more shared Dropbox folders, no more "did you get my email?".
- Per-client document portal with secure upload (W-9, 1099, receipts)
- Document checklists with status — requested, received, in review, posted
- Auto-chase missing docs with branded reminder emails
- Firm-wide rebrand: your logo, your colors, your domain
- Encrypted storage with retention policy per client / engagement
- Audit trail: who uploaded what, when, from where
Monthly close.
Quarterly. Year-end.
Engagement templates with the right cadence baked in — kickoff, monthly close, quarterlies, year-end. Linq tracks the timeline, flags blockers, and gives the firm a single dashboard view of every active engagement.
- Engagement templates: bookkeeping, tax prep, fractional CFO, audit-ready
- Monthly / quarterly / annual cadence with auto-roll forward
- Internal review queue: prepared → reviewed → posted
- Capacity dashboard — who's underwater, who has slack
- Per-client SLA timers so nothing slips past close
- Client-facing status: "we're waiting on you" vs "we're on it"
Hours, retainers,
and the firm's collections.
Time-entry by client, by engagement, by team member. Retainer balances drawn down on each invoice. Collections aged the way the IRS does it — current, 30, 60, 90+. And the same 2% card processing rate the rest of Linq uses.
- Time-entry tied to engagement → billable, non-billable, write-off
- Retainer + trust balances with automatic draw-down on invoice
- Aged AR by client / engagement with one-tap follow-ups
- Recurring invoices (monthly bookkeeping, fractional CFO)
- 2% card processing rate locked for year one
- QuickBooks · Xero · Wave bridges — pull the trial balance over