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What is Firm360?

Enhance your firm's productivity and optimize operations for greater efficiency. Within just 30 days, empower your team to recover an average of 10 hours each week that would typically be consumed by non-billable tasks. This extra time can be utilized to grow your practice and deliver outstanding service to your clients. Cut down on expenses and streamline your processes by merging more than five outdated software systems into a single, integrated platform. With all your essential tools housed in one location, there's no longer a need to toggle between various applications. Our all-encompassing platform is specifically crafted to encompass every feature required to effectively support your firm's operations. By harnessing the power of automation, you can significantly enhance productivity while reducing costs. With Firm 360, you can manage your practice from anywhere in the world, ensuring you maintain constant access to your firm at any time. Welcome the future of practice management and witness the remarkable growth of your firm as it flourishes in this new environment! Additionally, the transition to a streamlined system will foster a more collaborative workplace, further enhancing overall morale and efficiency.

What is CrossLink?

At CrossLink (CPTS), we are dedicated to crafting tax solutions that are specifically tailored to meet your individual needs, enabling you to provide effective assistance to the taxpayers in your community. We provide a range of options designed to boost your success, with both online and desktop solutions that cater to mobile preparers as well as tax professionals working from an office. Our ongoing commitment is to create products that align perfectly with your unique requirements. Each year, we actively solicit feedback from our customers and integrate their suggestions into our software, acknowledging that you have the best insight into the needs of your business and community. With innovative tools such as Point-and-Shoot Error Correctionâ„¢, the distinctive TextLinkâ„¢ messaging system, and compatibility with electronic signature pads and handheld W-2 barcode scanners, users of CrossLink 1040 software can process tax returns with both efficiency and precision, leading to a more streamlined workflow. Our unwavering dedication to hearing our customers allows us to stay ahead in the dynamically changing tax environment, continuously enhancing our offerings to better serve you. This commitment not only strengthens our relationship with users but also reinforces the importance of adapting to the evolving needs of the tax preparation industry.

Media

Media

Integrations Supported

Axis LMS
Microsoft 365
Nekton.ai
PayJunction
QuickBooks Online
Stripe
TaxDome

Integrations Supported

Axis LMS
Microsoft 365
Nekton.ai
PayJunction
QuickBooks Online
Stripe
TaxDome

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Firm Software

Date Founded

2019

Company Location

United States

Company Website

www.myfirm360.com

Company Facts

Organization Name

CrossLink Professional Tax Solutions

Date Founded

1974

Company Location

United States

Company Website

www.crosslinktax.com

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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