Earn $200 Per Referral

– It’s Easy to Save with CrossLink!

Help your colleagues succeed with CrossLink and get rewarded with account credits toward next year’s software.

Referring is simple, rewarding, and can help you save big!

With our new Customer Referral Program, you can earn $200 per qualified referral.

Here’s how it works:

1

Refer a colleague or friend to CrossLink.

2

Once they complete 200 e-Files or 50 funded Refund Transfers (RTs), you’ll earn a $200 account credit.

3

Keep earning! You can collect multiple credits, up to the full cost of your software.

Why wait to earn more? Start referring today and enjoy the rewards.

Key Benefits:

  • Earn $200 in account credits for each successful referral.

  • Reduce your software costs – even cover it entirely with multiple referrals!

  • Help your peers discover the tax software trusted by professionals.

Eligibility:

  • The referred customer must complete either 200 e-Files or 50 funded RTs to qualify.

  • Credits are applied to the next year’s software purchase.

  • This offer is valid for CPTS and CTTS accounts only.

Questions about the program? Contact our team at [email protected] or call us at 1-800-345-4337

Disclaimers:

  • A current customer of CrossLink Professional Tax Solutions (CPTS) or CrossLink Tax Tech Solutions (CTTS) may be eligible to receive a $200 referral credit towards their purchase of CrossLink Software for the 2027 Tax Season by referring a new customer to CrossLink. The referred customer must not be an existing user of CrossLink Software, they must purchase either the CrossLink 1040 Desktop or CrossLink 1040 Online products directly from CPTS or CTTS, and they must inform their CrossLink sales representative about the referral. In addition, the referred customer must transmit 200 e-Files or fund 50 Refund Transfers (RTs) during the 2026 Tax Season. Customers may earn multiple referral credits, up to the total cost of their CrossLink Software for the 2027 Tax Season. This program only applies to referrals made between December 18, 2024, and January 31, 2027. Whether a referral qualifies under this program is a decision made at the sole discretion of CrossLink.

  • CrossLink reserves the right to modify or discontinue this promotion at any time without notice.

  • Other charges and fees may apply when using the software and related products and services. Please consult a CrossLink sales representative for more details.

  • Other restrictions may apply.

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