Powerful Tax Software. Built for Success.

CrossLink provides tax professionals with one of the industry’s most advanced tax software solutions, built for speed, accuracy, and growth. Our integrated revenue opportunities help you earn more per return, while seamless integrations eliminate manual tasks—saving you time and boosting efficiency.

as of Feb. 2025

Solutions tailored for You

From single offices to multi-office setups, franchises, and service bureaus, our top-notch professional tax preparation software is designed to meet your needs. Discover how CrossLink can work for you.

Select the platform that is best for you

I need a desktop solution

I need an online solution

Available for 1040 & Business tax returns

Decide if you will offer bank products to your clients

Yes, I want to offer

No thanks

Determine how many revenue opportunities you want 🛈

3 No, I am fine with just collecting prep fees

Integrate Your Business

Connect your CRM, send emails automatically to clients, and send Slack messages to your staff with our Zapier integration.

Connect to thousands of apps to automate your workflows and make your daily operations smoother than ever.

Unlock Your Full Potential

Remote Signature

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

Remote Signature request sent to client.

Remote Signature request received.

Send client’s tax return for processing.

Document Archive

Securely store critical documents and streamline your workflow — all within the CrossLink Software.

TextLink Plus

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

Thank You for the requested document! This helped your result!

Great! Let me know if you need anything else.

Trusted by thousands of professionals since 1989.

“I have been using CrossLink for the past 10 years. The software is very user friendly, and the customer service and technical support are exceptional.”

Coming soon to CrossLink:

We believe in celebrating the achievements of our customers. The CrossLink Rewards Program is designed to honour your dedication, expertise, and commitment to excellence in tax preparation. Every badge you earn showcases your status as a trusted professional and a leader in the industry.

Powerful Tax Software. Built for Success.

Solutions tailored for You

I need a desktop solution

I need an online solution

Yes, I want to offer

No thanks

3

No, I am fine with just collecting prep fees

Integrate Your Business

Unlock Your Full Potential

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Grow Your Business

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