Connect CrossLink® to Your Business
Connect to thousands of apps to automate your workflows and make your daily operations smoother than ever with our Zapier integration.
Endless Possibilities
Automate and Streamline Your Workflow with Zapier
Create Zapier magic: triggers start workflows, actions make things happen—your rules, your way!
Tired of tax software that doesn’t sync with your other business applications? Schedule a demo or give CrossLink a try!
Trusted by thousands of professionals since 1989.
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.
Refunds typically fund within 21 days after the IRS accepts the return.
Timing may vary depending on IRS processing times and the selected 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.
Ready to enroll with one of our banking partners?
Secure, Flexible Payment Processing with PayJunction
CrossLink’s integration with PayJunction provides a trusted and seamless payment solution tailored to tax professionals. PayJunction allows you to accept secure, flexible payments with ease, giving clients the freedom to pay quickly and securely.
Need an integrated payment processor for your business?
With PayJunction, you deliver a professional and secure payment experience, strengthening client satisfaction and loyalty.
Streamline, shine, and stay ahead with our powerful integrations!
From smooth bank solutions to smart tools, we’ve got what you need to level up your tax game.
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The privacy and security of your personal information are important to CrossLink Family of Companies (“CrossLink”). By providing your information above, you consent to CrossLink contacting you and sending information about our products, programs, and services from time to time. You may unsubscribe at any time by using the link provided in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For more details about CrossLink’s privacy practices, please review our Privacy Policy.
Fill out the form below and we will be in touch shortly.
The privacy and security of your personal information are important to CrossLink Family of Companies (“CrossLink”). By providing your information above, you consent to CrossLink contacting you and sending information about our products, programs, and services from time to time. You may unsubscribe at any time by using the link provided in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For more details about CrossLink’s privacy practices, please review our Privacy Policy.
The privacy and security of your personal information are important to CrossLink Family of Companies (“CrossLink”). By providing your information above, you consent to CrossLink contacting you and sending information about our products, programs, and services from time to time. You may unsubscribe at any time by using the link provided in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For more details about CrossLink’s privacy practices, please review our Privacy Policy.