Scorecard - CrossLink

Congratulations! Your on your way to building a stronger, more successful tax business.

The most successful tax professionals do more than prepare returns. They build efficient systems, create new revenue opportunities, and deliver a client experience that drives long-term growth.

At CrossLink, we believe success is built through education, innovation, and continuous improvement. Our mission is to equip tax professionals with the technology, insights, and guidance they need to grow stronger businesses and achieve lasting victory.

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.

What’s New

Save time and boost efficiency with Tax Vision Assist’s automated data entry & form assistance via AI and our Zapier integration connecting CrossLink to the apps you use every day.

Tax Vision Assist

Tax Vision Assist uses advanced AI technologies to automatically capture data from tax documents and IDs directly into the return – dramatically reducing manual entry time.

Prepare returns faster, minimize errors, and gain the efficiency advantage you need to win more this tax season.

Document Types

Identification Card

Form W-2

Form 1099K

Form 1099R

Form SSA1099

Tired of entering taxpayer information manually? Try Tax Vision Assist today!

Zapier Integration

Connect CrossLink to the apps you already use and automate your entire workflow with our powerful Zapier integration.

Trigger emails, update CRMs, manage payments, and streamline operations automatically — so you can save time, reduce manual tasks, and focus on growing your tax business.

Integrates with (and more)

Trusted by thousands of tax professionals since 1989.

“I have been using CrossLink for the past 10 years. The software is very user friendly, and the customer service and technical support are exceptional.”

Ready to Increase Your Score?

Discover practical strategies, proven technology, and expert insights designed to help you build a more efficient, profitable, and successful tax business. CrossLink is committed to educating and mentoring tax professionals at every stage of their journey.