CrossLink Professional Tax Software
Built for the business of taxes.
Overview
CrossLink is a professional tax software solution that is specifically engineered for the needs of high-volume tax preparation businesses, particularly those that offer bank products (Refund Transfers). The software excels at managing the workflow of a busy retail tax office, with features for multi-user management, reporting, and point-of-sale. It is available in both desktop and cloud-based (CrossLink Online) versions. Its robust management and reporting tools help business owners monitor productivity and profitability in real-time.
✨ Key Features
- Designed for high-volume tax offices
- Strong focus on bank product integration and management
- Robust management and productivity reporting tools
- Desktop and cloud-based versions
- Point-of-sale features for tax office management
- Supports both individual and business returns
- Paperless office capabilities with signature pad support
🎯 Key Differentiators
- Superior workflow and management tools for retail tax offices
- Deep integration and focus on bank products
- Point-of-sale and business management features
Unique Value: Provides tax business owners with the tools to not just prepare taxes, but to manage their entire office workflow, track profitability, and maximize revenue from bank products.
🎯 Use Cases (4)
✅ Best For
- Managing a busy, multi-preparer tax office during peak season, with real-time dashboards to track submitted returns, bank product status, and employee productivity.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- CPA firms focused on complex advisory and compliance work
- Low-volume preparers who do not offer bank products
🏆 Alternatives
Goes beyond simple tax preparation to offer a business management solution tailored to the specific needs of the high-volume retail tax industry, a focus not shared by many CPA-centric competitors.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
🔄 Similar Tools in Tax Prep Software SMB
Intuit ProConnect Tax
A cloud-based tax preparation software for professionals to prepare business and individual returns....
Drake Tax
Comprehensive tax preparation software for professionals, known for its all-inclusive pricing and cu...
TaxAct Professional
An affordable and scalable tax software solution for professionals, offering flexible pricing for va...
TaxSlayer Pro
All-inclusive professional tax software with both desktop and cloud-based versions for high-volume t...
UltraTax CS
A high-end professional tax software for large firms, part of the Thomson Reuters CS Professional Su...
Lacerte Tax
Intuit's high-end, form-based tax software for professionals handling complex individual and busines...