Performance Meets Mobility
Whether you prefer the speed of Desktop or the freedom of Online, CrossLink 1040 and CrossLink Business adapt to your needs.
Work smarter, anywhere.
Find the Right Fit for Your Tax Business
Effortless Tax Preparation for Individuals and Small Businesses.
Designed to streamline your workflow and increase productivity during tax season, CrossLink 1040 is the trusted choice for professional tax preparers.
Available in Two Versions:
Desktop: Installed locally for reliable, high-speed performance. Ideal for preparers working in a single location.
Online: Cloud-based access for anytime, anywhere flexibility. Perfect for remote work or multi-location teams.
Key features, integrations, and revenue opportunities
Key features
Work-in-Progress Screen/Dashboard for instant status of tax returns, IRS acknowledgements, and rejects
Point-and-Shoot Error Correction™ takes you directly to errors for quick fixes
Multiple input modes including interview-based and forms-based
Multiple drains to the IRS each day
Real-time processing with industry-leading banks
Integrations
Bank Product integrations with industry-leading banking partners.
Zapier integration for automating your business.
PayJunction integration for easy payment processing
Tax Vision Assist™ for importing documents with our OCR technology
Revenue opportunities
Audit assistance provided by Audit Allies
Identity protection provided by iPROTECT
Remote Signature Service
ERO add-on
e-file revenue
Desktop system requirements:
Hard Drive Space: 1 GB
Memory: 1 GB
Operating Systems: Windows 10 and Windows 11 (some peripheral features may not work on Windows 11 Home edition)
Check Printing: HP compatible Laser Printer which supports Printer Control Language (PCL) 6 or higher
Interested in CrossLink 1040?
Advanced Tools for Complex Business Tax Returns
Advanced Tools for Complex Business Tax Returns
Whether it’s corporations, partnerships, or trusts, CrossLink Business simplifies the most intricate tax scenarios with precision and speed.
Available in Two Versions:
Desktop: Powerful software designed for heavy workloads and offline use.
CrossLink Business requires users to have an active CrossLink 1040 license.
Key features, integrations, and revenue opportunities
Key features
Work-in-Progress Screen/Dashboard for instant status of tax returns, IRS acknowledgements, and rejects
Point-and-Shoot Error Correction™ takes you directly to errors for quick fixes
Multiple connections to the IRS each day
Integrations
Zapier integration for automating your business.
PayJunction integration for easy payment processing
Tax Vision Assist™ for importing documents with our OCR technology
Revenue opportunities
Remote Signature Service
e-file revenue
Interested in CrossLink Business?
“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.”
Compare Versions at a Glance
<< Swipe to see full table >>
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Feature
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CrossLink 1040 Desktop
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CrossLink 1040 Online
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CrossLink Business Desktop
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CrossLink Business Online
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|---|---|---|---|---|
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Best For
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Individual tax preparers
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Individual preparers needing cloud access
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Businesses handling complex returns
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Businesses needing cloud access for complex returns
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Access
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Desktop-based
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Cloud-based, accessible on multiple devices
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Desktop-based
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Cloud-based, accessible on multiple devices
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Return Types
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Individual Returns (1040)
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Individual Returns (1040)
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Business & corporate returns
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Business & corporate returns
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e-filing Capabilities
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Included for individual returns
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Included for individual returns
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e-filing support for business returns
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e-filing support for business returns
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Multi-user Support
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Multi-preparer desktop support
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Multi-user cloud access from any location
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Multi-preparer desktop support
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Cloud-based, multi-preparer access
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Compliance Tools
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Point-and-Shoot Error Correction™ for returns
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Point-and-Shoot Error Correction™ plus real-time updates for regulatory compliance
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Point-and-Shoot Error Correction™ for all return types
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Point-and-Shoot Error Correction™ plus real-time updates for regulatory compliance
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Client Communication Tools
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Integrated, secure tools for instant client communication from directly inside the software via TextLink™ and TaxPass Mobile Solution
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Reporting & Analytics
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Built-in custom reporting
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Cloud-based custom analytics and reporting
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Built-in custom reporting
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Cloud-based custom analytics and reporting
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Support & Training
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Custom on-boarding and training, support options, and access to knowledge base articles, CrossLink University courses, and training resources
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