Audience

Tax professionals looking for a software solution to improve their operations

About CrossLink

At CrossLink (CPTS) we believe in building tax solutions you need. Solutions that help you assist the taxpayers in your community. Solutions that support your success. With both online and desktop-based tax solutions, CrossLink has what you need – whether you are a mobile or remote preparer or a tax professional in a physical office. We believe in building the product you need. Every year, we take hundreds of customer suggestions and work them into our software because you know the needs of your community and your business better than anyone else. With industry-leading tools such as Point-and-Shoot Error Correction™, exclusive TextLink™ integrated text messaging technology, and support for electronic signature pads and hand-held W-2 barcode scanners, CrossLink 1040 software users are able to process tax returns more quickly and accurately.

Integrations

Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Company Information

CrossLink Professional Tax Solutions
Founded: 1974
United States
www.crosslinktax.com

Videos and Screen Captures

CrossLink Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

CrossLink Frequently Asked Questions

Q: What kinds of users and organization types does CrossLink work with?
Q: What languages does CrossLink support in their product?
Q: What kind of support options does CrossLink offer?
Q: What other applications or services does CrossLink integrate with?
Q: What type of training does CrossLink provide?

CrossLink Product Features

Tax Practice Management

Approval Process Control Not Supported
Workflow Management Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Due Date Tracking Not Supported
Document Management Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Scenario Planning Not Supported
Client Portal Not Supported

CrossLink Verified User Reviews

Write a Review
  • A CrossLink User
    Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Extreme Charges $10 per e-file "

    Posted 2024-02-08

    Pros: 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.

    Cons: 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.

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

    Read More...
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