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Description
At CrossLink (CPTS), our mission is to create tax solutions tailored to your needs, empowering you to effectively assist the taxpayers in your area. We offer solutions designed to enhance your success, providing both online and desktop-based options to accommodate mobile, remote preparers, and tax professionals operating in an office setting. Our commitment is to develop the product that meets your specific requirements. Each year, we gather numerous customer suggestions and integrate them into our software, recognizing that you understand the needs of your community and business better than anyone. With cutting-edge features like Point-and-Shoot Error Correction™, the unique TextLink™ integrated messaging system, and support for electronic signature pads and handheld W-2 barcode scanners, users of CrossLink 1040 software can efficiently and accurately process tax returns, ensuring a smoother workflow. Our dedication to listening to our customers ensures we remain at the forefront of the ever-evolving tax landscape.
Description
Q-Law is a robust solution crafted to assist with every facet of practice management, and below is an overview of some of its standout features. For a more thorough examination of the software's capabilities, please refer to the Detailed Description section. Each work case can accommodate an unlimited number of contacts, which are systematically organized using a relationship table and categorized by types such as employers, attorneys, and insurance carriers. The software boasts a comprehensive yet user-friendly notation system that includes various types of notes, such as activity, docket, and emergency notes. It also features an advanced system-wide search function that allows for detailed query searches. Additionally, the platform offers specialized templates tailored for different case types, enhancing its versatility. Users can benefit from the ability to cross-link and cross-reference multiple related cases, ensuring a high level of connectivity between them. Detailed tracking capabilities are available, allowing users to monitor the who, what, when, and how of case management, while the comprehensive history tracking feature logs all modifications made to contact information. To facilitate desk work, the system incorporates a tickler system, internal email (LAN-email), a to-do list, and docket entries, all designed to streamline workload management and improve overall efficiency. With these features, Q-Law not only simplifies practice management but also enhances productivity within legal environments.
API Access
Has API
API Access
Has API
Integrations
PayJunction
TaxDome
UltimateTax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CrossLink Professional Tax Solutions
Founded
1974
Country
United States
Website
www.crosslinktax.com
Vendor Details
Company Name
Vertican
Website
www.vertican.com/q-law/
Product 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
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
