Save Time. Earn More.

Save Time. Earn More.

Save Time. Earn More.

Join us at one of our Webinars to learn how CrossLink can help you run a successful and efficient professional tax preparation business.

Fall Webinars
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Join us for CrossLink's 2019 Webinar Training Series. These live webcasts will cover several important features within CrossLink 1040, CrossLink Online, and CrossLink Business to help you run a successful and efficient professional tax preparation business. In addition to our live webinars, you can find training videos on the CrossLink YouTube Channel.

IRS Updates for Tax Year 2018

Completing a 1041 and an Introduction to Additional Business Returns Available in CrossLink Desktop

Setting up Your Preparers and Billing for Success in CrossLink 1040 Desktop

Introducción a CrossLink – Completando una declaración de impuestos utilizando CrossLink 1040 Desktop

Introduction to and Completion of a Basic Return in CrossLink Online

What’s New in CrossLink Desktop for 2019 – including enhancements to our mobile apps

Completing a Return with Depreciation in CrossLink 1040 Desktop

Completing a Return with Depreciation in CrossLink Online


IRS Updates for Tax Year 2018

A 30-minute webcast focusing on IRS updates and changes to tax preparation that professionals will need to adhere to during the upcoming tax season.


Date
Time
11/27/18
Tuesday
Webinar
12:00 PM - 1:00 PM CST
01/04/19
Friday
Webinar
12:00 PM - 1:00 PM CST
Register


Completing a 1041 and an Introduction to Additional Business Returns Available in CrossLink Desktop

A 45-minute webcast centered on navigating through Form 1041 – U.S. Income Tax Return for Estates and Trusts. This will contain who must file and when and what’s included as income and recording expenses. Additionally, the instructor will provide an introduction to additional types of business returns the CrossLink Business package provides.


Date
Time
11/29/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Setting up Your Preparers and Billing for Success in CrossLink 1040 Desktop

A 45-minute webcast addressing set up of a tax professional’s billing and preparer information. By taking advantage of this webcast, an owner can be assured their CrossLink software is properly configured for their specific business – before the tax season starts. Simply put, having billing and preparer information properly entered into the program equates to both better earning potential and improved efficiencies.


Date
Time
12/05/18
Wednesday
Webinar
12:00 PM - 1:00 PM CST
Register


Introducción a CrossLink – Completando una declaración de impuestos utilizando CrossLink 1040 Desktop

Este webinario de 45 minutos sirve como introducción al programa CrossLink 1040. El énfasis del webinario serán las funciones primarias del software y la preparación de una declaración de impuestos 1040. En adición, el presentador explicará cómo utilizar el estimador de impuestos (Tax Estimator) para ofrecer una estimación del reembolso basado en la información proporcionada por el cliente. Este webinario será presentado completamente en español.


Date
Time
12/13/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
12/20/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Introduction to and Completion of a Basic Return in CrossLink Online

A 60-minute webcast focusing on accurately preparing a basic individual tax return – from entering the client’s personal information all the way through to gathering signatures – in CrossLink’s new online solution. The emphasis of this training will be on solution throughput, with the instructor showing how easy it is to complete client data, add appropriate forms, verify for errors, and (even) how paperless processing of a return can be done.


Date
Time
12/18/18
Tuesday
Webinar
12:00 PM - 1:00 PM CST
01/03/19
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


What’s New in CrossLink Desktop for 2019 – including enhancements to our mobile apps

A 45-minute webcast showcasing enhancements we’ve made to CrossLink 1040 for the 2019 tax season. Included in this webcast will be notable improvements to our ‘Return Interview’ and ‘Mobile App’ features which will make CrossLink even easier and more efficient to use.


Date
Time
12/19/18
Tuesday
Webinar
12:00 PM - 1:00 PM CST
12/27/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Completing a Return with Depreciation in CrossLink 1040 Desktop

A 45-minute webcast dedicated to accurately preparing an individual tax return with depreciable assets. The instructor will show how to add a Schedule C or Schedule E to the return, then walk step-by-step through building a correlating asset table, which will (then) calculate and post the correct depreciation amount into the schedule.


Date
Time
01/10/19
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Completing a Return with Depreciation in CrossLink Online

A 45-minute webcast dedicated to accurately preparing an individual tax return with depreciable assets in CrossLink’s new online solution. The instructor will show how to add a Schedule C or Schedule E to the return, then walk step-by-step through building a correlating asset table, which will (then) calculate and post the correct depreciation amount into the schedule.


Date
Time
01/16/19
Wednesday
Webinar
12:00 PM - 1:00 PM CST
Register


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PUTTING CUSTOMERS FIRST SINCE 1974
PUTTING CUSTOMERS FIRST SINCE 1974