CrossLink

Built by tax pros, for tax pros.

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Overview

CrossLink is a professional tax software solution tailored for high-volume retail tax preparation businesses. It emphasizes speed, efficiency, and profitability, with robust features for managing multiple offices and offering bank products. Available as a powerful desktop software (CrossLink 1040) and a flexible cloud-based version (CrossLink Online), it caters to the needs of busy tax offices.

✨ Key Features

  • Desktop and cloud-based options
  • Point-and-shoot error correction
  • Text message notifications to clients (TextLink)
  • Support for bank products
  • Multi-site management tools
  • Paperless office capabilities with document archive

🎯 Key Differentiators

  • Focus on the high-volume retail tax market
  • Efficient error correction features
  • Client communication tools like TextLink

Unique Value: Empowers high-volume tax businesses to prepare returns faster and more accurately, enhancing profitability and client satisfaction.

🎯 Use Cases (4)

High-volume retail tax offices Service bureaus Tax preparers focused on offering bank products Businesses with multiple tax office locations

✅ Best For

  • Rapidly processing individual returns in a retail environment.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • CPA firms focused on complex business advisory and tax planning

🏆 Alternatives

TaxWise TaxSlayer Pro Drake Tax

Offers unique features like 'point-and-shoot' error correction and text message alerts that are specifically designed for the fast-paced retail tax environment.

💻 Platforms

Desktop Web

✅ Offline Mode Available

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit CrossLink Website →