QuarterLink
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← Who it’s for

QUARTERLINK FOR ACCOUNTANCY PRACTICES

Your team’s expertise.
A shared routine.

A consistent approach to spreadsheet preparation and client review, with named team members and separate client workspaces. Discuss the access and review responsibilities your practice needs.

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£29 /month or £290/year

View plan details
  • 10 client workspaces
  • 10 named team seats
  • Clear preparation and review

A FAMILIAR FILE. A CLEAR NEXT STEP.

One team. A shared way to prepare.

Keep client records separate and make preparation and review responsibilities clear across your practice.

  1. Two team members organise a client spreadsheet in a shared workspace, with other clients kept separate.

    Organise the client’s files

    Start in the appropriate client workspace with the supported spreadsheet your team needs to prepare.

  2. A preparer connects spreadsheet rows while a colleague checks the original records.

    Prepare with the source

    Map and check the figures, keeping the original records available for the team’s review.

  3. A preparer points out a figure to the named reviewer while a colleague holds the source spreadsheet.

    Review with clear roles

    Have the appropriate team member review the update. Named access and client authority determine who can act.

YOUR NEXT STEP

Your team’s expertise. Space to work together.

Discuss the client workspaces, named team members and review responsibilities your practice needs. Start with 10 client workspaces and 10 named team seats.

Read the professional access answers ↗

FOR YOUR TEAM

Accountancy Practice

£29/monthor £290 billed annually
  • 10 client workspaces included
  • 10 named team seats included
  • Supported Excel and CSV imports
  • Source mapping and quarterly review

Contact us to discuss your professional account, client workspaces and team requirements.

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