CrossLink

Navigating Through a Return in CrossLink Online
2025-01-16 10:00 - 11:00, 2024-12-19 10:00 - 11:00 (America/Los_Angeles) | Webinar
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 and show how easy paperless processing and remote signature gathering can be. We’ll finish by covering depreciation and how to verify returns for errors before transmitting.

Navigating Through a Return in CrossLink Online
2025-01-16 10:00 - 11:00, 2024-12-19 10:00 - 11:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/rt/4151077950281136471

Navigating Through a Return in CrossLink Desktop
2025-01-14 10:00 - 11:00, 2024-12-17 10:00 - 11:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/rt/410980296749766490
This webinar will introduce CrossLink Desktop’s different tax preparation methodologies, as well as how easy throughput is when using the program. We’ll look at how simple and seamless providing an estimation to the taxpayer can be, then work through completing a return, including depreciation and obligatory due diligence. We’ll finish by showing how to verify returns for errors before transmitting.

Navigating Through a Return in CrossLink Desktop
2025-01-14 10:00 - 11:00, 2024-12-17 10:00 - 11:00 (America/Los_Angeles) | Webinar

Navigating Through a Business Return in CrossLink Online - Spanish
2025-01-09 10:00 - 11:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/register/8594017521147487324
Un webinario introductorio a la nueva oferta de CrossLink, CrossLink Online Business. En este seminario web se incluirán los fundamentos de las declaraciones de la empresa, los tipos de declaraciones de la empresa que CrossLink Online admitirá y cómo la metodología de rendimiento se parece a nuestro producto en línea 1040 programa utilizado para completar las declaraciones de impuestos individuales.

Navigating Through a Business Return in CrossLink Desktop – Spanish
2025-01-07 10:00 - 11:00 UTC | CA
Este seminario web cubrirá los fundamentos de la presentación de declaraciones de negocios en CrossLink Business – incluyendo qué tipos de declaraciones admite el programa, información básica relativa a la presentación de declaraciones de negocios, y cómo la metodología de rendimiento refleja CrossLink 1040 Desktop.

Navigating Through a Business Return in CrossLink Desktop – Spanish
2025-01-07 10:00 - 11:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/register/5110936208167011934

Navigating Through a Business Return in CrossLink Online
2025-01-03 10:00 - 11:00 (America/Los_Angeles), 2025-01-03 10:00 - 11:00 UTC | Webinar
An introductory webinar to CrossLink’s newest offering, CrossLink Online for Business. Included in this webinar will be the fundamentals of doing business returns, what kinds of business returns CrossLink Online will support, and how the throughput methodology looks and feels like our online 1040 product used for completing individual tax returns.

Navigating Through a Return in CrossLink Online – Spanish
2024-12-30 18:00 - 19:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/rt/1954240523845218649
This webinar will focus on accurately preparing individual tax returns – from collecting the relevant taxpayer data to transmitting the return – in CrossLink’s versatile online program. We will demonstrate different performance methodologies and show how easy paperless processing and remote signature collection can be. We will finish by covering depreciation and how to check returns for errors before transmitting them.

Navigating Through a Return in CrossLink Online – Spanish
2024-12-30 10:00 - 11:00 UTC | Webinar
Este seminario web se centrará en la preparación precisa de declaraciones de impuestos individuales -desde la recopilación de los datos pertinentes del contribuyente hasta la transmisión de la declaración- en el versátil programa en línea de CrossLink. Demostraremos diferentes metodologías de rendimiento y mostraremos lo fácil que puede ser el procesamiento sin papel y la recogida de firmas a distancia. Finalizaremos cubriendo la depreciación y cómo verificar si hay errores en las declaraciones antes de transmitirlas.

Navigating Through a Business Return in CrossLink Desktop
2024-12-27 10:00 - 11:00 UTC | Webinar
This webinar will cover the fundamentals of doing business returns in the CrossLink Desktop Business program – including what kinds of returns the program supports, basic information relating to filing business returns, and how the throughput methodology mirrors CrossLink 1040 Desktop.

Navigating Through a Return in CrossLink Desktop – Spanish
2024-12-23 18:00 - 19:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/rt/8525638893015787352
En este seminario web se presentarán las distintas metodologías de preparación de impuestos de CrossLink Desktop, así como lo fácil que resulta el rendimiento cuando se utiliza el programa. Veremos lo sencillo y fluido que puede ser proporcionar una estimación al contribuyente, y después trabajaremos en la cumplimentación de una declaración, incluyendo la depreciación y la diligencia debida obligatoria. Terminaremos mostrando cómo comprobar si hay errores en las declaraciones antes de transmitirlas.

Navigating Through a Return in CrossLink Desktop – Spanish
2024-12-23 10:00 - 11:00 UTC | Webinar

How to Set Up Billing in Your CrossLink Program
2024-12-12 10:00 - 11:00 (America/Los_Angeles) | Webinar
Properly setting up billing schedules is vital when looking to maximize your tax practice’s profitability. This webinar’s focus will be on ensuring you understand all the avenues available during billing setup to appropriately charge for services provided.

Improved Efficiencies Create Improved Results; Utilizing CrossLink Features to Help Run a Successful Tax Business
2024-12-10 10:00 - 11:00 (America/Los_Angeles) | Webinar
As taxpayers continue to look for easy ways to do business with you, it is essential to be able to offer simple and streamlined solutions that meet their needs. Join us for this webinar focused on showcasing the different ways you can interact with clients remotely by utilizing features integrated into our CrossLink software. We’ll look at CrossLink’s mobile services, remote signature capabilities, and paperless records storage, all geared to facilitate your ability to provide best-in-class service, even when your client doesn’t physically come to your office. This webinar will provide you with the tools needed to make your level of service superior for your clients, while also improving your tax preparation processes and efficiencies.

What’s New in CrossLink 2025
2024-12-06 10:00 - 11:00 (America/Los_Angeles) | Webinar
This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming tax season. Included in this presentation will be enhancements to both our Desktop and CrossLink Online (CLO) programs, as well as an introduction of our CrossLink Online Business program. We will also take a few minutes to showcase CrossLink’s integration with our newest business partner, Zapier.

Tax Law Updates for Tax Year 2024 – Including a Tax Professional’s Security Requirements
2024-11-26 10:00 - 11:00 (America/Los_Angeles) | https://attendee.gotowebinar.com/rt/3575981691906548566
Up-to-the-minute IRS updates that tax professionals will need to know and follow. In this important webinar, we’ll also revisit expectations all tax professionals must adhere to when securely gathering and storing taxpayer information. This includes understanding what’s required in a ‘Written Information Security Plan’ (WISP), as well as other security requirements that need to be followed to properly run a professional tax business.

Tax Law Updates for Tax Year 2024 – Including a Tax Professional’s Security Requirements
2024-11-26 10:00 - 11:00 (America/Los_Angeles) | Webinar

Utilizing our Digital Marketing Kit to Elevate Your Tax Business
2024-11-19 10:00 - 11:00, 2024-10-30 10:00 - 11:00 (America/Los_Angeles) | Webinar
Join us for an exclusive webinar where we’ll walk you through accessing and utilizing our Digital Marketing Kit to elevate your tax business! Learn how to easily edit and personalize templates using Canva, and get step-by-step guidance on setting up and managing your Google My Business profile to increase your online visibility. Whether you’re new to digital marketing or looking to streamline your efforts, this webinar will provide practical tips and tools to help grow your business.
