Control of Your Office Operations at Your Fingertips
CrossLink customers have the ability to improve efficiency and control their office operations all in the palm of their hand with CrossLink mobile applications. Using CrossLink mobile apps, CrossLink customers are able to perform reporting, receive product and industry updates, and manage office functions straight from their mobile device.
Control & Monitor Your Remote Tax Office Operations
- Monitor last login and transmit information by UserID
- Queue State packages for users
- Enable/Disable users and locations
Get Tax Industry Updates Instantly
- Support Updates – Product updates, tax season bulletins, and more
- Bank Bulletins – The latest bank related information and bank product updates
- Tax Updates – Important information relevant to the professional tax preparation industry
Real-Time Data Reporting Straight to Your Mobile Device
- Summary Report – View total return information counts and status notifications; as well as summary financial details for processed returns for your entire organization.
- EFIN/User Report – View total return information counts and status notifications; as well as summary financial details for processed returns by EFIN and User.
Mobile Platforms Supported
- iOS (iPhone)
- Android
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Download Mobile Apps Feature Sheet
Contact your CrossLink Team today to learn more.
