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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
Establish various communities and groups, develop business applications, collaborate with contractors and clients, and facilitate networking among different businesses, all within a single platform. You have the freedom to create an unlimited number of groups and applications, allowing for interlinking across different apps either within the same group or across multiple groups. The homepage acts as your social connection, enabling anyone who follows you to view your posts and offerings. If you prefer to have a mix of access levels, you can designate certain users as 'Lite members' who will have restricted visibility, allowing them to engage only in threads while keeping applications and related discussions hidden from them. This flexible structure promotes effective communication and collaboration tailored to your needs.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google Calendar
Google Drive
Microsoft 365
PayJunction
Stripe
TaxDome
UltimateTax
Integrations
Dropbox
Google Calendar
Google Drive
Microsoft 365
PayJunction
Stripe
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
Voxxi
Country
Australia
Website
voxxi.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
Community
Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label