CrossLink vs ProSeries Tax Software
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CrossLink offers more features (48 vs 20) and more integrations (6 vs 3). Both start at Contact Sales. CrossLink has 48 unique features while ProSeries Tax Software has 20 unique features, with 0 features in common.
| CrossLink | ProSeries Tax Software | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 48 | 20 |
| AI-Powered Features | 2 | 0 |
| Starting Price | Contact Sales | Contact Sales |
| Pricing Tiers | 3 | 3 |
| Integrations | 6 | 3 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 70% |
Feature Comparison by Category
AI (2 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Tax Vision Assist | ||
| Tax Vision Assist on Client Data & Forms |
Asset Management (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Fixed Asset Manager |
Client Communication (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Pre-Season Letters & Organizers |
Client Management (2 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Customer Portal | ||
| Remote Signature |
Client Protection (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Protection Plus |
Client Services (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Audit Assistance & ID Theft Protection |
Cloud Infrastructure (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Cloud Hosting |
Collaboration (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Multi-User Remote Access |
Communication (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| TextLink Plus |
Compliance (3 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| 4,300 Federal and State Forms and Schedules | ||
| Form Verifications | ||
| Verify System |
Customization (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Cobranding |
Data Analysis (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Compare to Prior-Year Form Entry |
Data Automation (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Autofill Employer, Payer, and Provider Data |
Data Entry (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Forms-Based Data Entry |
Data Import (2 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Import 4562 Assets and 8948 Transactions | ||
| W-2 and 1099 Processing |
Data Management (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Backup/Restore |
Data Migration (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Free Data Conversions |
Data Security (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Nightly Data Backups |
Deployment (3 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Desktop Version | ||
| Hosted Version | ||
| Online Version |
Disaster Recovery (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Snapshot Technology |
Document Management (1 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Document Archive | ||
| eSignature |
Filing (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| E-File Capability |
Form Generation (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Quick Employer Forms |
Help & Support (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| ProSeries Tool Hub |
Infrastructure (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| 24x7 Availability |
Integration (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Zapier Integration |
Migration (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Data Conversion |
Mobile (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| TaxPass Mobile Site |
Office Management (5 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Appointment Calendar | ||
| Management Dashboard | ||
| Multi-Firm Support | ||
| Network-Ready | ||
| Office Configuration |
Payment Processing (1 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Pay-by-Refund | ||
| Remote Invoicing with Payjunction |
Professional Development (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| CrossLink Rewards |
Quality Assurance (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Diagnostics Engine |
Reference (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| TheTaxBook WebLibrary |
Reporting (2 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Calculation Details | ||
| Fixed Asset Reports | ||
| Multi-Year Comparison Report |
Revenue Generation (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Bank Product Options |
Security (1 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Knowledge Based Authentication | ||
| Multi-Factor Authentication |
Support (2 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Personalized Onboarding | ||
| Technical Support |
Tax Filing (7 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| 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 Optimization (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Filing Status Optimization |
Tax Preparation (0 vs 2)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Business Tax Return Preparation | ||
| Individual Tax Return Preparation |
Team Management (2 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Tax Preparer Configurations | ||
| Unlimited Preparers |
Training & Education (0 vs 1)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Live Webinar Training |
Workflow (1 vs 0)
| Feature | CrossLink | ProSeries Tax Software |
|---|---|---|
| Quick Link from Verify to Source |
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
Only in ProSeries Tax Software (20)
Fixed Asset Manager
Protection Plus
Cloud Hosting
Multi-User Remote Access
Forms-Based Data Entry
Nightly Data Backups
Snapshot Technology
eSignature
E-File Capability
Quick Employer Forms
ProSeries Tool Hub
24x7 Availability
Data Conversion
Pay-by-Refund
Diagnostics Engine
Calculation Details
Knowledge Based Authentication
Business Tax Return Preparation
Individual Tax Return Preparation
Live Webinar Training
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