800.345.4337 Contact Us
  

Since 1974, we have built long-term relationships with our customers by meeting with them at every opportunity, listening to them - and delivering the solutions they need.

Chuck Petz, CPA
  

Every CrossLink Team Member is dedicated to taking the success of our customers personally.

Craig Petz
  

The CrossLink Suite of products represents the most stable, robust, and innovative solutions available to high-volume professional tax offices.

Leroy Petz, Jr
Committed to Financial Products
We understand that changes regarding tax related financial products can have a significant impact on your business and every PEI employee is personally dedicated to enabling your success not just this year, but every year.

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CrossLink Highlights
  • iPhone App

    CrossLink for iPhone

    Manage your office operations and view real-time data reports by location and preparer straight from your iPhone.

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  • 2D Barcode

    Signature Pad

    Scan 2D barcodes with a CrossLink Certified hand-held scanner to speed the processing of client tax returns.

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  • Electronic Signature Pads

    Signature Pad

    Save time and improve efficiency with Electronic Signature Pads.

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  • Phone Message

    TextLink™

    TextLink enables high-volume tax preparers to send a text message to their clients’ cell phones directly from CrossLink.

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  • Scanner

    Scan & Store

    Electronically capture taxpayer source documents and information easily.

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Tax Resource Center

IRS logo
The latest information on registration, continuing education and testing requirements for new IRS Tax Return Registration.

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