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 Correction™, the distinctive TextLink™ 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.

Screenshots and Video

CrossLink Screenshot 1

Company Facts

Company Name:
CrossLink Professional Tax Solutions
Date Founded:
1974
Company Location:
United States
Company Website:
www.crosslinktax.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

CrossLink Categories and Features

Tax Practice Management Software

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

CrossLink Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Extreme Charges $10 per e-file

    Date: Feb 08 2024
    Summary

    Overall we hated that we had to move as we loved the Topaz signature integration.

    Positive

    Faster than a web-based application but not by much. Data transfer over to the state of California and other states is very fast and complete. Great fast signature topaz integration.

    Negative

    The program is fast when installed locally/Network it is a great tax program our company used to love this program. In the last two years, they have increased the prices to $10 per tax filed plus the cost of software.

    Read More...
  • Previous
  • You're on page 1
  • Next