CustomBooks™ vs CrossLink
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CustomBooks™ offers fewer features (36 vs 48) and fewer integrations (2 vs 6). Starting price: CustomBooks™ at $29/mo vs CrossLink at Contact Sales. CustomBooks™ has 36 unique features while CrossLink has 48 unique features, with 0 features in common.
| CustomBooks™ | CrossLink | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 36 | 48 |
| AI-Powered Features | 0 | 2 |
| Starting Price | $29/mo | Contact Sales |
| Pricing Tiers | 5 | 3 |
| Integrations | 2 | 6 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 70% | 80% |
Feature Comparison by Category
AI (0 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Tax Vision Assist | ||
| Tax Vision Assist on Client Data & Forms |
Accounting (2 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Accounting | ||
| Pay Bills |
Banking (3 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Bank Reconciliation Detail | ||
| Bank Transactions | ||
| Banking |
Client Communication (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Pre-Season Letters & Organizers |
Client Management (0 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Customer Portal | ||
| Remote Signature |
Client Services (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Audit Assistance & ID Theft Protection |
Communication (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| TextLink Plus |
Community (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Community Forum |
Compliance (0 vs 3)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| 4,300 Federal and State Forms and Schedules | ||
| Form Verifications | ||
| Verify System |
Customization (2 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Cobranding | ||
| Custom Print Forms | ||
| Customization Services |
Data Analysis (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Compare to Prior-Year Form Entry |
Data Automation (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Autofill Employer, Payer, and Provider Data |
Data Import (0 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Import 4562 Assets and 8948 Transactions | ||
| W-2 and 1099 Processing |
Data Management (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Backup/Restore |
Data Migration (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Free Data Conversions |
Deployment (0 vs 3)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Desktop Version | ||
| Hosted Version | ||
| Online Version |
Document Management (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Document Archive |
Infrastructure (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Cloud-Based Access |
Integration (1 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Data Migration Tool | ||
| Zapier Integration |
Inventory Management (5 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Bill of Materials (BOM) | ||
| Inventory | ||
| Item Lot Detail | ||
| Multi-Channel Inventory | ||
| TRUE Inventory Management |
Mobile (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| TaxPass Mobile Site |
Office Management (0 vs 5)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Appointment Calendar | ||
| Management Dashboard | ||
| Multi-Firm Support | ||
| Network-Ready | ||
| Office Configuration |
Onboarding (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Demo/Playground Company |
Payment Processing (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Remote Invoicing with Payjunction |
Pricing Management (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Price Matrix |
Professional Development (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| CrossLink Rewards |
Project Management (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Projects & Time Tracking |
Purchasing (2 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Purchase Orders | ||
| Purchases |
Reference (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| TheTaxBook WebLibrary |
Reporting (5 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Custom Field Reporting | ||
| Fixed Asset Reports | ||
| General Journal by Class | ||
| Multi-Year Comparison Report | ||
| Reports | ||
| Sales by Location | ||
| Universal Report |
Revenue Generation (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Bank Product Options |
Sales (2 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Sales | ||
| Sales Orders/Invoicing |
Security (1 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Multi-Factor Authentication | ||
| User-Defined Security Roles |
Support (1 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| 5-Star Support | ||
| Personalized Onboarding | ||
| Technical Support |
Support Services (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Professional Services |
Tax Filing (0 vs 7)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| City/Local Programs | ||
| Export K-1s | ||
| Federal E-file | ||
| Part-Year and Non-Resident State Returns | ||
| Prior Year Programs | ||
| State E-file | ||
| Unlimited Returns |
Tax Management (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Sales Tax Management |
Tax Optimization (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Filing Status Optimization |
Team Management (0 vs 2)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Tax Preparer Configurations | ||
| Unlimited Preparers |
Training (2 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| CustomBooks™ Academy | ||
| How-to Videos |
Usability (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Multiple Tabs |
User Management (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Unlimited Users |
Workflow (0 vs 1)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Quick Link from Verify to Source |
eCommerce (1 vs 0)
| Feature | CustomBooks™ | CrossLink |
|---|---|---|
| Cloud Commerce |
Unique Features
Only in CustomBooks™ (36)
Accounting
Pay Bills
Bank Reconciliation Detail
Bank Transactions
Banking
Community Forum
Custom Print Forms
Customization Services
Cloud Commerce
Cloud-Based Access
Data Migration Tool
Bill of Materials (BOM)
Inventory
Item Lot Detail
Multi-Channel Inventory
TRUE Inventory Management
Demo/Playground Company
Price Matrix
Projects & Time Tracking
Purchase Orders
+ 16 more unique features
Only in CrossLink (48)
Tax Vision Assist
Tax Vision Assist on Client Data & Forms
Pre-Season Letters & Organizers
Customer Portal
Remote Signature
Audit Assistance & ID Theft Protection
TextLink Plus
4,300 Federal and State Forms and Schedules
Form Verifications
Verify System
Cobranding
Compare to Prior-Year Form Entry
Autofill Employer, Payer, and Provider Data
Import 4562 Assets and 8948 Transactions
W-2 and 1099 Processing
Backup/Restore
Free Data Conversions
Desktop Version
Hosted Version
Online Version
+ 28 more unique features
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