For 35 years, Petz Enterprises, Inc. (PEI), the makers of CrossLink, has been providing customers with industry leading solutions.
With industry leading tools such as Point-and-Shoot Error Correction™, exclusive TextLink™ Technology, and support for electronic signature pads CrossLink customers are able to process tax returns more quickly and accurately than ever before.
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Electronically Scan & Store Taxpayer Information
CrossLink customers can improve efficiency and accuracy while saving time with CrossLink’s integrated support from Scan & Store technology. With support for Scan & Store built into CrossLink, customers can electronically capture taxpayer source documents and information easily.
Scan & Store is a simple process that tax preparers will be up-to-speed and using in minutes – and with minimal training. With Scan & Store, CrossLink customers can:
- Scan & Store taxpayer source documents
- Capture valid forms of taxpayer identification
- Take a photo of taxpayer for quick and easy identification
The time savings with Scan & Store are significant. With Scan & Store you no longer have to take the time to photocopy multiple taxpayer documents. Rather, you are now able to capture all the taxpayer source documents without ever leaving your desk.
Download Scan & Store Feature Sheet
Contact your CrossLink Team today to learn more.
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.