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

This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming 2023 Tax Season. Included in this 45-minute presentation will be enhancements to our integration of credit card payment-processer PayJunction, as well as important changes to our TaxPass mobile feature. Other improvements of note are CrossLink Online’s new ‘Estimator’ mode and CrossLink Desktop’s updated look, which will provide easier navigation while completing tax returns. Finally, we’ll provide instruction on setting up your CrossLink ‘Wallet’, whether in the program or on the CrossLink Portal.

This webinar focuses on showcasing the different ways you can interact with clients remotely by utilizing features integrated into the CrossLink software. We’ll look at CrossLink’s mobile services, remote signature capabilities, and paperless records storage, all geared to facilitate your ability to provide best-in-class service, even when your client doesn’t physically come to your office. Ultimately, this webinar will provide you with the tools needed to make your level of service superior for remote clients, while also improving your tax preparation processes and efficiencies.

Knowing you are set up for maximum profitability, regardless of your individual business model, is essential for your tax practice. This webinar is centered on ensuring you understand the various tools available to improve business efficiencies, as well how to set up your billing for maximum profitability based on how you want to charge clients for services provided.

This webinar will introduce CrossLink Desktop’s different tax preparation methodologies, as well as show how easy throughput is when using the program. We’ll look at how simple and seamless providing an estimation to the taxpayer can be, then work through completing a return – including obligatory due diligence. We’ll finish by showcasing our paperless features and how to verify a return for errors before transmitting.

En este seminario web se presentarán las diferentes metodologías de preparación de impuestos de CrossLink Desktop, así como lo fácil que es el rendimiento cuando se utiliza el programa. Veremos lo sencillo y fluido que puede ser proporcionar una estimación al contribuyente, y luego trabajaremos en la competencia de una declaración, incluyendo la diligencia debida obligatoria. Terminaremos mostrando nuestras funciones sin papel y cómo verificar una declaración en busca de errores antes de transmitirla.

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, and verify for errors, as well as how paperless processing of a return can be done.

Este seminario web se centrará en la preparación precisa de una declaración de impuestos individual – desde la introducción de la información personal del cliente hasta la recogida de firmas – en el programa online de CrossLink. El énfasis de esta formación estará en el rendimiento del programa, con el instructor mostrando lo fácil que es completar los datos del cliente, añadir los formularios apropiados, verificar los errores, así como la forma de procesar una declaración sin papel.