Agent Intelligence

Two Powerful Capabilities. One Seamless Workflow.

More Than Data Entry. This Is Intelligent Tax Preparation.

85 Hours

59 Minutes

00 Seconds

Hours saved this tax season…and counting

Agent Intelligence doesn’t just save time – it helps you prepare returns with confidence. By combining automated data extraction with built-in guidance, you can move faster while making better decisions on every return.¹

Automatically Import Tax Data

From Document to Return in Seconds Agent Intelligence uses advanced technology to instantly read key tax documents and automatically import the data into a return. Simply upload the document – Agent Intelligence extracts the information and places it exactly where it belongs.

Works with:
IDs • Form W-2 • Form 1099-K • Form 1099-R • Form SSA-1099

10,000+

forms uploaded

1,030,000+

manual keystrokes reduced*

86+

hours saved in manual data entry*

*data is based on an average keystroke of 40 wpm as of 3/17/25

Built-In Dynamic Tax Research

Guidance That Works Alongside You Agent Intelligence now goes beyond data entry by providing real-time guidance for the forms you’re working on. As you prepare a return, Agent Intelligence delivers helpful insights directly within the software – so you always know what to do next.

Multilingual Support
Support in over 12 languages

What Support Does Agent Intelligence Provide?

Clear instructions for completing each form

Helpful tips and insights to avoid mistakes

FAQs

What documents can Agent Intelligence import?

Agent Intelligence can automatically extract data from several common tax preparation documents including government IDs, Form W-2, Form 1099-K, Form 1099-R, and Form SSA-1099. The information is then imported directly into the appropriate fields of the tax return inside CrossLink. Accepted file types are: PNG, JPG, PDF.

How does Agent Intelligence work?

Agent Intelligence uses advanced OCR (Optical Character Recognition) technology to read text from uploaded or scanned documents. Once the document is processed, the system identifies key tax data and automatically transfers it into the correct areas of the return. As you prepare the return, it also provides real-time guidance, including instructions, tips, and recommended next steps to help you complete forms accurately.

Do I still review the data before filing?

Yes. Agent Intelligence is designed to assist with data entry, not replace the tax professional. Preparers can review the imported information before completing the return to ensure everything is accurate.

Does this replace manual data entry completely?

Agent Intelligence significantly reduces the need for manual data entry, but tax professionals remain in control of the preparation process. The feature helps speed up intake and document processing while allowing preparers to review and finalize all information.

Is Agent Intelligence included with CrossLink?

Yes. Agent Intelligence is included with CrossLink tax software and is built directly into the workflow, allowing tax professionals to take advantage of OCR technology without needing additional tools or integrations.

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.”

Work Faster. Prepare Smarter. Serve More Clients.

Agent Intelligence helps you eliminate manual work while giving you the insights you need to complete returns with confidence. See how Agent Intelligence can transform your tax preparation workflow.

Disclaimer: ¹ Agent Intelligence is designed to assist tax preparers by providing helpful guidance and data extraction tools within the CrossLink software. EROs/Preparers remain responsible for reviewing all information and ensuring accuracy before filing.