CrossLink vs TaxCaddy
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CrossLink offers more features (48 vs 14) and more integrations (6 vs 5). Both start at Contact Sales. CrossLink has 48 unique features while TaxCaddy has 14 unique features, with 0 features in common.
| CrossLink | TaxCaddy | |
|---|---|---|
| Category | Accounting Software | Accounting Software |
| Total Features | 48 | 14 |
| AI-Powered Features | 2 | 0 |
| Starting Price | Contact Sales | Contact Sales |
| Pricing Tiers | 3 | 0 |
| Integrations | 6 | 5 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 40% |
Feature Comparison by Category
AI (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Tax Vision Assist | ||
| Tax Vision Assist on Client Data & Forms |
Access (0 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Cross-Device Access |
Account Management (0 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Account Ownership |
Automation (0 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Automatic Document Retrieval |
Client Communication (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Pre-Season Letters & Organizers |
Client Management (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Customer Portal | ||
| Remote Signature |
Client Services (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Audit Assistance & ID Theft Protection |
Collaboration (0 vs 2)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Client-Accountant Communication | ||
| Document Request Management |
Communication (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| TextLink Plus |
Compliance (3 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| 4,300 Federal and State Forms and Schedules | ||
| Form Verifications | ||
| Verify System |
Customization (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Cobranding |
Data Analysis (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Compare to Prior-Year Form Entry |
Data Automation (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Autofill Employer, Payer, and Provider Data |
Data Import (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Import 4562 Assets and 8948 Transactions | ||
| W-2 and 1099 Processing |
Data Management (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Backup/Restore |
Data Migration (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Free Data Conversions |
Deployment (3 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Desktop Version | ||
| Hosted Version | ||
| Online Version |
Document Management (1 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Document Archive | ||
| Document Upload |
Infrastructure (0 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Enterprise Infrastructure |
Integration (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Zapier Integration |
Mobile (1 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Mobile Photo Capture | ||
| TaxPass Mobile Site |
Office Management (5 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Appointment Calendar | ||
| Management Dashboard | ||
| Multi-Firm Support | ||
| Network-Ready | ||
| Office Configuration |
Payment Processing (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Remote Invoicing with Payjunction |
Payments (0 vs 2)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Accountant Invoice Payment | ||
| Tax Payment Processing |
Professional Development (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| CrossLink Rewards |
Reference (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| TheTaxBook WebLibrary |
Reporting (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Fixed Asset Reports | ||
| Multi-Year Comparison Report |
Revenue Generation (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Bank Product Options |
Security (1 vs 3)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Data Encryption | ||
| Independent Security Audit | ||
| Multi-Factor Authentication | ||
| Secure Document Storage |
Signature (0 vs 1)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Electronic Signatures |
Support (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Personalized Onboarding | ||
| Technical Support |
Tax Filing (7 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| 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 | TaxCaddy |
|---|---|---|
| Filing Status Optimization |
Team Management (2 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| Tax Preparer Configurations | ||
| Unlimited Preparers |
Workflow (1 vs 0)
| Feature | CrossLink | TaxCaddy |
|---|---|---|
| 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 TaxCaddy (14)
Cross-Device Access
Account Ownership
Automatic Document Retrieval
Client-Accountant Communication
Document Request Management
Document Upload
Enterprise Infrastructure
Mobile Photo Capture
Accountant Invoice Payment
Tax Payment Processing
Data Encryption
Independent Security Audit
Secure Document Storage
Electronic Signatures
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