1Prior-year Refund Transfers are available through participating financial institutions and are subject to enrollment, approval, eligibility, and program requirements.
CrossLink Agent Intelligence uses advanced technology to instantly read key tax documents and automatically import the data into a return. Simply upload the document – CrossLink Agent Intelligence extracts the information and places it exactly where it belongs.
Works with:
IDs • Form W-2 • Form 1099-K • Form 1099-R • Form SSA-1099
As you prepare a return, CrossLink Agent Intelligence delivers helpful insights directly within the software – so you always know what to do next.
Multilingual Support:
Support in over 12 languages
Connect to thousands of apps to automate your workflows and make your daily operations smoother than ever.
By simplifying client communication and document collection, TaxPass helps tax professionals create a more efficient workflow while keeping returns moving forward.
By keeping important files connected to the client’s return, it reduces time spent searching for documents and helps create a more organized, efficient workflow.
Send client’s tax return for processing.
Thank You for the requested document! This helped your result!
“I have been using CrossLink for the past 10 years. The software is very user friendly, and the customer service and technical support are exceptional.”
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