Revenue Opportunities

Maximize Your Revenue Potential with CrossLink®

We don’t just provide industry-leading tax software—we create pathways for you to grow your business and boost your income.

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.

Timing may vary depending on IRS processing times and the selected disbursement method.

What is a 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?

Increase Revenue. Elevate Your Business with CrossLink.

Our game-changing programs turn everyday tax preparation into a profit powerhouse.

Take your tax office to the next level with innovative tools that grow your income and strengthen client trust.

Schedule a demo or give CrossLink a try!

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