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Features

Explore all the features CrossLink® has to offer and more.

What’s New in CrossLink

Discover new ways to integrate your business with CrossLink and Zapier, and optimize your workflow when preparing tax returns with our new OCR technology called Tax Vision Assist.
Zapier Integration
Integrate tax return data into their choice of over 7,000 different types of software and tools.
Tax Vision Assist

Import taxpayer identification and income information into tax returns.

Unlock Your Full Potential

Remote Signature
Offer clients the convenience of remote signing — and generate additional revenue — all through the CrossLink Software.
Remote Signature request sent to client.
Remote Signature request received.
Send client’s tax return for processing.
Document Archive
Securely store critical documents and streamline your workflow — all within the CrossLink Software.
TextLink Plus
Easily send and receive unlimited texts through the CrossLink Software, with every conversation seamlessly connected to the client’s tax return.

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All Features

Available features

Unlimited preparers

Free data conversions

Federal e-file

Unlimited federal returns

State e-file

Unlimited state returns

Desktop, Online, & Hosted software versions

Unlimited document archive

Personalized onboarding

Compliance

4,300 federal and state forms and schedules

Hundreds of return verifications

Part-year and non-resident state returns

Filing status optimization

Fixed asset reports

Import 4562 assets, 8948 transactions, and trial balances

Export K-1s from pass-through to individual returns

City/local programs (KY, MI, NY, OH, OR, PA)

Multi-year comparison report (3-year)

Prior year programs

Integrations

Bank product options

Audit assistance & ID theft protection

Customer portal

Remote signature service

TheTaxBook WebLibrary

Remote invoicing with Payjunction

Zapier

Workflow features

TaxPass Mobile Site

Management Dashboard

Appointment calendar

Pre-season letters & organizers

Autofill employer, payer, and provider data from EIN database

Verify system

Compare to prior-year form entry

Quick link from verify to source

Tax Vision Assist on Client Data & Forms W-2 and 1099

Office Management

Network-ready

Multi-firm support

Backup/restore

Office configuration

Tax preparer configurations

Multi-factor authentication

Trusted by thousands of professionals since 1989.

“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.”

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