Replacement Guide

How to Build Your Own CrossLink

Replace CrossLink with a custom build. Powerful Tax Software. Built for Success.

Few Days
48 features6 integrations3-5 days

Estimated Timeline

Based on 48 features at Few Days difficulty, expect about 3-5 days with AI-assisted development.

1
Architecture & setup
Half day
2
Core features
2-3 days
3
Testing & polish
1 day

Recommended Tech Stack

Next.js 14

Full-stack React framework with API routes and server components

Supabase

PostgreSQL database, auth, and real-time subscriptions

Tailwind CSS

Utility-first styling for rapid UI development

Key Features to Replicate

Top features across 8 categories. See all 48 features

Tax Filing(7 features)

City/Local Programs

Support for city and local tax programs in KY, MI, NY, OH, OR, PA

Export K-1s

Export K-1 forms from pass-through entities to individual returns

Federal E-file

Electronic filing capabilities for federal tax returns

Part-Year and Non-Resident State Returns

Support for part-year and non-resident state tax returns

Prior Year Programs

Access to prior year tax preparation programs

+2 more in this category

Office Management(5 features)

Appointment Calendar

Built-in appointment scheduling and calendar management

Management DashboardPremium

Dashboard for managing multiple offices and operations

Multi-Firm Support

Support for managing multiple tax firms within a single installation

Network-Ready

Software designed for network deployment and multi-user access

Office Configuration

Configurable office settings and preferences

Compliance(3 features)

4,300 Federal and State Forms and Schedules

Access to 4,300 federal and state forms and schedules

Form Verifications

Hundreds of return verification checks for accuracy

Verify System

Verification system for tax form accuracy and compliance

Deployment(3 features)

Desktop Version

Traditional desktop software installation option

Hosted Version

Hosted cloud solution managed by CrossLink

Online Version

Cloud-based web application version accessible from any browser

AI(2 features)

Tax Vision AssistAI

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

Tax Vision Assist on Client Data & FormsAI

Apply OCR technology to extract data from client documents and forms

Client Management(2 features)

Customer Portal

Client-facing portal for secure communication and document sharing

Remote SignaturePremium

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

Data Import(2 features)

Import 4562 Assets and 8948 Transactions

Import depreciation assets and trial balance transactions

W-2 and 1099 Processing

Automated processing and import of W-2 and 1099 documents

Reporting(2 features)

Fixed Asset Reports

Generate fixed asset reports for business returns

Multi-Year Comparison Report

Compare tax returns across 3 years for analysis

Cost Calculator

Pricing data not available for CrossLink. Check their website for current pricing.

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