Start Your Own Franchise with CrossLink

Empower Your Business. Elevate Your Success.

Are you ready to take control of your future and build a thriving tax business? CrossLink makes it easier than ever to launch and grow your own tax franchise with industry-leading technology, support, and resources. Whether you’re an independent tax professional looking to expand or an entrepreneur seeking a profitable business opportunity, CrossLink gives you the tools to succeed.

Why Choose a Tax Franchise?

A tax franchise allows you to operate your own business while leveraging a trusted brand, proven systems, and a powerful support network.

With CrossLink, you’ll gain:

A Recognized Name in Tax Preparation
Benefit from our established reputation in the industry.

Comprehensive Training & Support
Access expert training and year-round support.

Cutting-Edge Tax Software
Utilize CrossLink’s powerful tax preparation platform.

Multiple Revenue Streams
Expand beyond tax prep with additional service offerings.

Expand Your Revenue Opportunities

Capitalize this tax season by increasing your revenue through new opportunities and offering clients added ancillary services.

Audit Allies¹

Offer your clients audit assistance, earn industry-leading incentives, and boost your profits further with optional markups.

Members who enroll in Audit Allies receive the coveted Certified Audit Ally Badge, symbolizing your expertise, reliability, and dedication to your clients.

iPROTECT¹

Grow your bottom line through iProtect incentives and flexible markups you control — all while offering clients trusted identity theft monitoring.

By enrolling in iPROTECT, you’ll earn the Certified Identity Pro Badge, showcasing your expertise, trustworthiness, and commitment to serving your clients.

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.

e-file Revenue

Maximize your earnings by applying an e-file fee to every Bank Product and non-Bank Product return.

Jessica Lee, XXX XX 7130 e-file Fee – Collected

Leroy Nash, XXX XX 9129 e-file Fee – Collected

ERO Add-on Fee

Boost your profits on bank product returns by adding to certain CrossLink fees.

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Want to add additional revenue opportunities for your business this year?
Schedule a demo or give CrossLink® a try!

¹Provided through our affiliated company Audit Allies, LLC.

Trusted by thousands of professionals since 1989.

“Fast, accurate, generally easy to navigate. Big plus for me! I’ve been with CrossLink over 20 years, so my familiarity with it makes it even easier for me to use.”

Integrated Bank Products

Empower your tax business with our seamless integrations with our banking partners designed to enhance the experience for both you and your clients. Our integrations with industry-leading banking partners make tax preparation more accessible by streamlining payment and refund processes.

What is a Refund Transfer?

A Refund Transfer is a convenient way for clients to cover their tax preparation fees without paying upfront.

Tax preparation fees, along with any related refund transfer fees and charges, are deducted directly from the taxpayer’s refund. The remaining balance is then disbursed through their chosen method — check, direct deposit, or prepaid card. Simple, secure, and hassle-free.

How Long do Refunds Typically Take to Fund?

Refunds typically fund within 21 days after the IRS accepts the return.

However, timing may vary based on IRS processing and the chosen disbursement method.

What is an Refund Advance?

A Refund Advance is a game-changer for your clients! It gives them early access to a portion of their expected refund, making it easier to cover immediate expenses.

The best part? Repayment happens automatically when the IRS processes their refund—no extra hassle for you or your client.

Take the First Step Toward Ownership

Starting your tax franchise with CrossLink is simple. We’ll guide you through every step, from setup to launch and beyond. Join a community of tax professionals who are transforming their businesses with CrossLink.

Let’s Build Your Tax Business Together

Why Choose a Tax Franchise?

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