CrossLink 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.

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Integrations

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Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
CrossLink Professional Tax Solutions
Year Founded:
1974
Headquarters:
United States
Website:
www.crosslinktax.com

Media

CrossLink Screenshot 1
CrossLink Screenshot 1 CrossLink Screenshot 2
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

CrossLink Features and Options

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

CrossLink User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Extreme Charges $10 per e-file

    Date: Feb 08 2024

    Summary: Overall we hated that we had to move as we loved the Topaz signature integration.

    Positive: Faster than a web-based application but not by much. Data transfer over to the state of California and other states is very fast and complete. Great fast signature topaz integration.

    Negative: The program is fast when installed locally/Network it is a great tax program our company used to love this program. In the last two years, they have increased the prices to $10 per tax filed plus the cost of software.

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