Customer Support
Putting Customers First

Since 1974, Petz Enterprises, Inc. (PEI), the makers of CrossLink, has been providing customers with industry leading solutions.

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An Industry Leader

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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Signup now for CrossLink News and receive the latest news and information for high-volume professional tax preparers.

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A Year-Round Solutions Based Approach

Isn't it time you experienced the difference of a tax software provider dedicated to the success of your business?

Experience Map

1. Needs Assessment

The right solution for your business

  • Single office Solutions
  • Multi-office Solutions
  • Service Bureau Solutions

Learn More about the CrossLink Solutions

2. Account Set-up

Simple process to get you started

  • Dedicated Account Team
  • Multi-Lingual Support
  • Success Planning

Contact your CrossLink Team for more Information

3. Data Conversion

Conversions are available!

  • Full Data Conversion
  • Multi-Lingual Support
  • Available for many tax programs

Contact your CrossLink Team for more Information

4. Pre-season Training

A variety of training options

  • Self-paced
  • Instructor-led
  • Web-based and in-person training options available

Contact your CrossLink Team for more Information

5. Implementation

Fast, Easy, Efficient

  • Quick office set-up
  • Permissions by user and location
  • Simple bank fee setup

Contact your CrossLink Team for more Information

6. Ongoing Support & Services

Ensuring your success year-after-year

  • Dedicated account teams
  • 24x7 multi-lingual support through the tax season
  • Ongoing customer training

When you select CrossLink, you select a partner dedicated to ensuring your success year-after-year!

Contact your CrossLink Team for more Information

CrossLink 1040 Video Tutorials

CrossLink Support Center

Compliance Information

Several states, including California, Massachusetts, Mississippi, and Oklahoma have state licensing, bonding, and consumer protection laws you should be aware of. If you conduct business in one of these states please see below for more information:

California
Massachusetts
Mississippi
Oklahoma

CrossLink 1040 Video Tutorials

All CrossLink customers receive access to a full slate of training videos for self-paced learning. Several examples are posted above.

For access to the full library of training videos, please contact your CrossLink Team at (800) 345-4337.