CrossLink

OCR technology that imports taxpayer identification and income information into tax returns automatically

Apply OCR technology to extract data from client documents and forms

Prepare pre-season client letters and tax organizers

Client-facing portal for secure communication and document sharing

Offer clients the convenience of remote signing and generate additional revenue through the CrossLink Software

Provide audit assistance and identity theft protection services to clients

Easily send and receive unlimited texts through the CrossLink Software with every conversation seamlessly connected to the client's tax return

Access to 4,300 federal and state forms and schedules

Hundreds of return verification checks for accuracy

Verification system for tax form accuracy and compliance

Cobranding options for franchise and service bureau customers

Compare current year entries to prior year data for consistency

Automatically populate employer, payer, and provider information from EIN database

Import depreciation assets and trial balance transactions

Automated processing and import of W-2 and 1099 documents

Built-in backup and restore functionality for data protection

Convert data from other tax software solutions at no additional cost

Traditional desktop software installation option

Hosted cloud solution managed by CrossLink

Cloud-based web application version accessible from any browser

Securely store critical documents and streamline workflow within the CrossLink Software with unlimited document storage

Integrate tax return data into over 7,000 different types of software and tools to automate workflows and connect CRM, email, and Slack messaging

Mobile-accessible tax preparation interface

Built-in appointment scheduling and calendar management

Dashboard for managing multiple offices and operations

Support for managing multiple tax firms within a single installation

Software designed for network deployment and multi-user access

Configurable office settings and preferences

Send invoices and process payments remotely through Payjunction integration

Professional badge system to demonstrate credibility and expertise to clients

Access to TheTaxBook tax reference library

Generate fixed asset reports for business returns

Compare tax returns across 3 years for analysis

Offer bank products to clients for additional revenue

Enhanced security through multi-factor authentication

Personalized onboarding assistance for new users

Professional technical support from CrossLink's support team

Automatic optimization of filing status for tax savings

Individual configuration settings for each tax preparer

Support unlimited tax preparers within a single account

Quick navigation from verification items to source documents