Since 1974, Petz Enterprises, Inc. (PEI), the makers of CrossLink, has provided 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 and handheld scanners, CrossLink customers are able to process tax returns more quickly and accurately than ever before.
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Our Fall workshops are designed for CrossLink 1040 customers and focus on two distinct areas of the business -- the speed and efficiency with which a tax preparer can complete an accurate tax return and; for owners and managers, the tools available in CrossLink 1040 to help them run a successful tax practice.
CrossLink 1040 Essentials for Tax Preparers - Throughput Workshop
CrossLink 1040 - Managing Your Tax Preparation Business
CrossLink 1040 Essentials for Tax Preparers -
Throughput Workshop:
A half-day hands-on training in which each attendee works independently preparing returns using CrossLink 1040. Held in a computer lab and geared towards helping individuals in your practice who prepare tax returns, the focus of this workshop will be on program throughput with an emphasis on CrossLink product features that will help maximize the efficiency of your office during this upcoming tax season.
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CrossLink 1040 - Managing Your Tax Preparation Business:
A half-day hands-on workshop focusing on the tools within CrossLink 1040 that can facilitate the running of a successful tax practice. Held in a computer lab and geared towards serving individuals responsible for the administration and management of a tax office, topics covered in this interactive session will include:
- Creating meaningful reports for your specific needs;
- Setting up billing tables that can maximize earning potential;
- A synopsis of how our Management Dashboard works;
- Proper documentation of EIC and Head of Household;
- Compliance requirements when utilizing bank products as part of your offering;
- How to customize Client and Cover letters;
- Using CrossLink as part of your marketing strategy;
- The importance of backing up data – and our SOS offering;
- Protection Plus as an ancillary offering;
- What modernized e-filing and CADE 2 (Customer Account Data Engine) will mean; and
- Tax Law updates.
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See CrossLink in Action
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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.