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Who We Are

At CrossLink, we believe tax professionals deserve more than just software—they deserve a partner dedicated to their success.

For over 35 years, we’ve empowered tax professionals with cutting-edge technology, seamless automation, and a commitment to service that goes beyond the competition. From independent tax preparers to multi-office firms, we provide the tools, resources, and support needed to simplify tax season, maximize efficiency, and boost profitability.

Our Mission

We help tax professionals thrive by delivering powerful, intuitive software backed by real, U.S.-based support.

Our mission is simple:

Streamline tax preparation with industry-leading solutions

Elevate businesses through revenue opportunities and integrations

Foster community with expert training, webinars, and support

Our Core Values

At CrossLink, our values define who we are and how we serve our customers.

Customer-Centricity
“We put our customers at the heart of everything we do.”
Your success is our priority. We are committed to understanding and meeting the needs of our customers, providing exceptional service and support that helps tax professionals grow and thrive.
Innovation and Growth
“We drive innovation to empower growth.”
We believe in continuous improvement and embracing new technology to create solutions that enhance efficiency and effectiveness. By staying ahead of industry changes, we empower tax professionals to work smarter and scale their businesses.
Integrity and Trust
“We build trust through honesty and accountability.”
Trust is the foundation of everything we do. We act with honesty, take responsibility for our actions, and maintain transparency in all our interactions—with our customers, partners, and each other.
Excellence in Service
“We are dedicated to delivering excellence.”
We set high standards and work relentlessly to exceed expectations at every touchpoint. Through proactive support, reliable solutions, and a focus on quality, we make every customer experience exceptional.
Collaboration and Community
“We succeed together as a team and as a community.”
We believe that success is a shared journey. By fostering a collaborative culture—both internally and with our customers—we create strong connections that drive innovation and long-term success in the tax industry.
Empowerment and Accountability
“We empower our team and take ownership of our actions.”
We encourage initiative and decision-making at all levels. By holding ourselves accountable and trusting our team, we build a culture of responsibility and continuous improvement.
Commitment to Success
“We are dedicated to helping our customers thrive.”

When our customers win, we win. Every product, service, and initiative we develop is designed to help tax professionals achieve their goals, grow their businesses, and succeed in an ever-evolving industry.

The CrossLink Advantage

We don’t just build tax software—we build partnerships that last. Whether you’re a first-time preparer or a seasoned tax pro, CrossLink is your roadmap to success for every tax season and beyond.
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At CrossLink, we empower tax professionals with robust, reliable software solutions designed to streamline the tax preparation process and boost business efficiency.
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Privacy Statement

The privacy and security of your personal information are important to CrossLink Family of Companies (“CrossLink”). By providing your information above, you consent to CrossLink contacting you and sending information about our products, programs, and services from time to time. You may unsubscribe at any time by using the link provided in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For more details about CrossLink’s privacy practices, please review our Privacy Policy.