CrossLink Integrations

Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.

PayJunction is where people and technology converge to transact. Providing businesses with solutions that make it easy to accept credit, debit and ACH payments made in-store, online and on-the-go. We take pride in delivering secure, innovative solutions that help businesses increase productivity, reduce costs and elevate the customer payment experience. Our cloud-powered payment solution easily and securely integrates with industry-leading business software and management platforms, or operates as a turnkey stand-alone solution. Our revolutionary No-code Payments Integration™ allows Independent Software Vendors (ISV) and developers to integrate payments within their software in minutes via PayJunction’s browser extension. Grounded in computer science with ethical, customer-centric values at our core, we’re driven to continually develop disruptive technology and tools that help partners and customers innovate and succeed in their businesses.

UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.