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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
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

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

Screenshots View All

Screenshots View All

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

Alternatives

Alternatives

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