This webinar will showcase all the available options CrossLink provides for increasing bottom-line revenue. With so many ways to accrue income, CrossLink wants to ensure no customer is leaving well-deserved “money on the table”.  As a tax professional, you work hard to deliver solutions to your customers and CrossLink enables your ability to maximize your profits in concert with the services you provide.   

In this important webinar, we provide up-to-the-minute IRS updates that tax professionals need to know (and follow) in order to accurately process TY 2025 tax returns.

This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming tax season. Included in this presentation will be an introduction to enhancements within both our CrossLink Desktop and CrossLink Online programs. We’ll also showcase CrossLink’s integration with Zapier and how it can help automate your workflow.

Este seminario web se enfocará en la preparación de declaraciones de impuestos individuales, desde la colección de los datos pertinentes del contribuyente hasta la transmisión de la declaración, utilizando el versátil programa en línea de CrossLink. Demostraremos diferentes metodologías de procesamiento, mostrando al mismo tiempo lo sencillo que es realizar un proceso sin papel y obtener firmas de forma remota a través del software. También hablaremos cómo nuestra función Tax Vision Assist puede facilitar la preparación de impuestos, y como verificar las declaraciones en busca de errores antes de transmitirlas.

This webinar introduces CrossLink Desktop’s different tax preparation methodologies, as well as how simple throughput is when using the program. We’ll demonstrate the ease of using the CrossLink software to provide an estimation to the taxpayer, then work through completing a return, including how our Tax Vision Assist feature can streamline tax preparation by reducing manual data entry. We’ll finish by showing how to verify returns for errors before transmitting.

As you continue to look for ways to streamline your tax preparation while increasing your bottom line, it is important to consider all the solutions CrossLink offers that can improve your business efficiencies while enhancing the customer experience. Join us for this webinar focusing on showcasing our many features and integrations that can streamline your workflow and facilitate better interactions with your clients. This webinar will provide you with the tools needed to make the level of service superior for your clients, while also updating your tax preparation processes and efficiencies.

This webinar will focus on accurately preparing individual tax returns – everything from gathering pertinent taxpayer data to transmitting the return – in CrossLink’s versatile online program. We’ll demonstrate different throughput methodologies, while showing how easy paperless processing and remote signature gathering is through the software. We’ll also cover how our Tax Vision Assist feature can streamline tax preparation, as well as how to verify returns for errors before transmitting.

Este seminario web presenta las diferentes metodologías de preparación de impuestos personales en CrossLink Desktop, y la simplicidad del proceso al usar el programa. Demostraremos lo fácil que es utilizar el software de CrossLink para realizar estimados para el contribuyente y como completar una declaración, incluyendo como nuestra función Tax Vision Assist puede hacer más fácil la preparación de impuestos al reducir la entrada manual de datos. Finalizaremos mostrando cómo verificar las declaraciones en busca de errores antes de transmitirlas.

OB3 – also known as the Big Beautiful Bill – has many components that tax professionals will need to give special attention to in order to properly process tax returns on behalf of their clients. This webinar will give the most current information available regarding procedural changes associated with this legislation.