CrossLink

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
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.

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)
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.

How to Maximize Your Earning Potential with CrossLink
2024-10-29 10:00 - 11:00 UTC
With so many options available to make money utilizing CrossLink, it is important that all our valued customers understand the true earning potential they have. In this webinar, we’ll discuss the different ways you can appropriately invoice for the value-added services you provide.

How to Complete Your Bank Enrollment with CrossLink
2024-10-24 10:00 - 11:00 UTC
Whether this is your first year with CrossLink or you’ve been a longtime customer, ensuring your bank enrollment and agreements have been properly set up is an important step to having a successful tax season. Join us on this webinar as we walk through the straight-forward, yet important, enrollment process that needs to be completed before you can provide bank product solutions to your customers.
