Manage All Aspects of Your Multi-Office Tax Business From a Single Location
The CrossLink Management Dashboard allows CrossLink customers complete control over, and visibility into, each sub-site within their multi-office tax organization. With the CrossLink Management Dashboard, the ability to setup sub-sites, review returns, and obtain valuable management reports is right at your fingertips.
Streamline Your Multi-Office Tax Operation
- Set-up transmit and feeder sites
- Review both paper and e-File returns from each sub-site
- View and manage each return and source documents for quality assurance
Manage and View Status of Tax Returns for Your Offices
Management Dashboard 1040 Reports:
- Group and User Summaries allow visibility into group structure and returns by user
- Financial Totals Report that shows returns by fee and refund type
- Bank Information Reports include total bank product counts and return status
- Daily Activity Reports show the number of returns that are Paper Filed, e-Filed, Acknowledged, and Completed
Download Management Dashboard Feature Sheet
Contact your CrossLink Team today to learn more.
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In Our Customers' Words
I have used CrossLink at all of my offices since 1996. It is simple and very user friendly for my staff. There is no need for me to ever consider another tax software solution.
Olegario Aguilera
A S Income Tax Service