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Average Ratings 0 Ratings

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ease
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support

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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

Qount is a platform that leverages artificial intelligence to streamline the essential functions of tax, accounting, bookkeeping, and audit firms into a cohesive system. By integrating various components such as time and billing, customer relationship management, document management, client communications, workflow management, tax services, invoicing, payment processing, and secure client portals, it eliminates the need for disparate spreadsheets and numerous third-party applications. The platform incorporates QAI, an AI feature that supports three main areas of intelligence: Operational Intelligence, which optimizes work prioritization, assignment, and scheduling based on deadlines, staff workload, data availability, and client feedback; Client Intelligence, which evaluates the nuances of client interactions to identify potential risks or opportunities, create detailed meeting summaries, and formulate accurately defined proposals; and Performance Intelligence, which monitors key performance indicators related to profitability, utilization, realization, and employee productivity. Overall, Qount aims to enhance the efficiency and effectiveness of firm operations, providing a comprehensive solution for modern accounting practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PayJunction
TaxDome
UltimateTax

Integrations

PayJunction
TaxDome
UltimateTax

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$74 per month
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

Qount

Founded

2015

Country

United States

Website

qount.io

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

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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

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