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?

1. Needs Assessment
The right solution for your business
- Single office Solutions
- Multi-office Solutions
- Service Bureau Solutions
2. Account Set-up
Simple process to get you started
- Dedicated Account Team
- Multi-Lingual Support
- Success Planning
3. Data Conversion
Conversions are available!
- Full Data Conversion
- Multi-Lingual Support
- Available for many tax programs
4. Pre-season Training
A variety of training options
- Self-paced
- Instructor-led
- Web-based and in-person training options available
5. Implementation
Fast, Easy, Efficient
- Quick office set-up
- Permissions by user and location
- Simple bank fee setup
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!
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.




