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Tax Webinars

Join us for CrossLink's 2020-21 Webinar Training Series. These live webinars will cover tax industry changes and several important features within CrossLink 1040 and CrossLink Online to help you run a successful and efficient professional tax preparation business. In addition to our live webinars, you can find training videos on the CrossLink YouTube Channel.


  • Utilizing Best Practices While Providing Essential Services to Your Tax Clients

    Covid19 has changed how businesses interact with their customers – and as an essential service provider, tax businesses are not immune to these changes.

    This webinar will highlight considerations for a safer environment for your customers and see examples of how tax offices have changed their practices to adjust to this “new normal”. We’ll discuss various CrossLink offerings, features, virtual access tools, and settings that can facilitate the delivery of superior customer service, even if the taxpayer is not physically in the tax professional’s office.

    Date
    Time


    11/19/20
    Thursday


    10:00 AM - 11:00 AM PST



  • IRS Updates for Tax Year 2020

    Current IRS updates and changes to tax preparation that professionals will need to adhere to during the upcoming tax season.

    Date
    Time


    11/24/20
    Tuesday


    10:00 AM - 11:00 AM PST


    01/21/21
    Thursday


    10:00 AM - 11:00 AM PST



  • Introduction to and Completion of a Tax Return in CrossLink Online

    This webinar will focus on accurately preparing an individual tax return – from entering the client’s personal information all the way through to gathering signatures – in CrossLink’s online program. The emphasis of this training will be on program throughput, with the instructor showing how easy it is to complete client data, add appropriate forms, verify for errors, and how paperless processing of a return can be done.

    Date
    Time


    12/02/20
    Wednesday


    10:00 AM - 11:00 AM PST


    01/06/21
    Wednesday


    10:00 AM - 11:00 AM PST



  • What’s New with CrossLink 2021

    This webinar will highlight key enhancements CrossLink has implemented for the upcoming 2021 tax season. Included in this webcast will be an introduction to our partnership with credit card payment-processer PayJunction, as well as showcase the importance of utilizing our TextLink Plus, TaxPass Mobile App, and Remote Signature Capability features to better serve taxpayers while maximizing program revenue.

    Date
    Time


    12/09/20
    Wednesday


    10:00 AM - 11:00 AM PST


    12/16/20
    Wednesday


    10:00 AM - 11:00 AM PST



  • Introduction to and Completion of a Return in CrossLink 1040 Desktop

    This webinar will introduce CrossLink Desktop’s different preparation methodologies, the flow of tax preparation when using the program, how the ‘Tax Estimator’ works, and navigating through a return with CrossLink – including appropriately completing obligatory due-diligence.

    Date
    Time


    12/11/20
    Friday


    10:00 AM - 11:00 AM PST


    12/22/20
    Tuesday


    10:00 AM - 11:00 AM PST



  • Introducción, Desarrollo y Finalización de una Declaración de Impuestos en CrossLink Online

    Este seminario web se centrará en la preparación de una declaración de impuestos individual, desde el ingreso de la información personal del cliente, hasta la recopilación de firmas en el programa en línea de CrossLink. El énfasis de esta capacitación se enfocará en el rendimiento del programa y ​​el instructor demostrará lo fácil que es completar los datos del cliente, agregar los formularios apropiados, verificar errores y el proceso para completar una declaración evitando el uso de papel.

    Date
    Time


    12/18/20
    Friday


    10:00 AM - 11:00 AM PST


    01/12/21
    Tuesday


    10:00 AM - 11:00 AM PST



  • Introducción, Desarrollo y Finalización de una Declaración de Impuestos en CrossLink Desktop

    Este seminario web se centrará en la preparación de una declaración de impuestos personal usando las diferentes metodologías que ofrece CrossLink Desktop. Adicionalmente, el instructor demostrará como utilizar la función "Tax Estimator" para realizar estimados y como navegar a través de una declaración de impuestos en CrossLink Desktop.

    Date
    Time


    12/29/20
    Tuesday


    10:00 AM - 11:00 AM PST


    01/14/21
    Thursday


    10:00 AM - 11:00 AM PST



  • Office and Preparer Productivity – Tracking via Reports

    This webinar will focus on creating reports that can track company-wide results, as well as individual tax preparer productivity.

    Date
    Time


    01/08/21
    Friday


    10:00 AM - 11:00 AM PST