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ease
features
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support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

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What is Pascal Workflow?

Organize your practice and collaborate seamlessly by utilizing all the crucial tools necessary for growth. Maintain a centralized location for tracking conversations, emails, notes, and interactions with clients and colleagues. Access all client-related information conveniently from a single interface. Effortlessly create persuasive proposals for clients and prospects alike. Simplify engagement letters to guarantee clear communication. Your team's productivity will be significantly improved with a workflow that is both intuitive and easy to navigate. Ensure that no client tasks are overlooked with our innovative agenda dashboard, which keeps every team member informed about their daily obligations. Our solution takes a holistic approach to tax return delivery, extending beyond just form 8879. Offer clients straightforward instructions for every form they must complete, including payment vouchers and estimated payment vouchers. Easily secure digital signatures on 8879 and any other personalized documents. This system supports both US and Non-US based firms, providing flexibility in its application. Moreover, it includes KBA for IRS compliance, allowing you to upload nearly any document to efficiently collect signatures. This all-encompassing platform not only increases efficiency but also elevates client satisfaction, making it an essential resource for your practice's success and growth. With these tools at your disposal, you can focus more on building relationships and driving results.

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

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
PayJunction
TaxDome
iCloud

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
PayJunction
TaxDome
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
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

Pascal Workflow

Company Location

United States

Company Website

www.pascalworkflow.com

Company Facts

Organization Name

CrossLink Professional Tax Solutions

Date Founded

1974

Company Location

United States

Company Website

www.crosslinktax.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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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