Offer every service your clients need.
FirmLinks is the partner network for professional services firms. Find partners when a client needs a service you don't provide, and grow by partnering on engagements other firms can't cover alone.
Free to join. No card required.
- Add services without adding staff
- Partners secured, often within days
- Your client stays your client
- Free for every firm you invite
The challenge
Your clients need more than any one firm provides.
Tax planning turns into estate planning. A business sale needs legal, valuation and tax work. A new system needs a security review. When a client asks for something you don't do, finding the right firm usually means phone calls, emails and waiting to hear back. The client waits too, and sometimes takes the work somewhere else.
Why FirmLinks
Every service, through partners you trust
Offer every service your clients need
Partner firms fill the gaps, so you can say yes to every request and add services without adding staff.
Be your client's first and only call
Meet your clients' needs through your network, so they have no reason to look anywhere else.
Secure the right partners quickly
See which firms in your network provide each service, best match first. Invite one or more and award the work, often within days.
Bring the firms you already work with
Invite the firms you know and trust. They join free, and your network grows with every firm you invite.
New business
Grow your revenue as a partner to other firms
Every firm in your network has clients who need services it doesn't provide. List the services and expertise you provide, and firms that need them invite you to partner on their client engagements: a source of growth you didn't have before.
- Free to join
- You're invited to engagements that match the services you provide
- Accepting invitations and working on engagements is free
- Invited to partnerEstate plan and trust documentsOct 14
- You acceptedBrightwater CPAs chooses its partnerOct 15
- Awarded to your firmNew client engagement for youOct 17
- Kickoff meetingMessages and updates stay with the engagementOct 21
How it works
Four steps from client need to committed partner
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01
Describe the engagement
List the services your client needs and mark which ones you'll handle and which you'll bring a partner in for.
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02
See who can help
FirmLinks shows the firms in your network that provide each service.
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03
Invite and choose
Invite one or more firms. They accept or decline, and you award the work.
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04
Work together
Messages, meetings and updates stay with the engagement, so everyone knows where things stand.
Who it's for
Built for professional service providers that work with other firms
Accounting, law, wealth management, insurance, IT, consulting and more. If your clients sometimes need a service another firm provides, or other firms' clients need what you provide, FirmLinks is built for you.
FirmLinks for Alliances
Run an alliance or a group of firms?
Give every member a fast way to find the right firm for a client engagement, and see the value your alliance or group creates for its firms. FirmLinks for Alliances can carry your own brand.
Example figures. Names are fictional.
Be your client's first and only call.
Setup takes ten to fifteen minutes. Pick your service lines, and let AI read your website to suggest your services.