Checklists – CTTS

Stay Ready for Tax Season – With the Right Tools at Your Fingertips

February is peak execution month, and staying organized is critical to keeping returns moving and revenue on track. This checklist walks you through the key software, operations, training, and marketing actions you should be reviewing right now to finish tax season strong.

Desk Reference Guide and February Checklist

February moves fast, and small oversights can quickly create delays or missed opportunities. This checklist provides a clear monthly action plan to help you manage staffing, monitor rejects, stay current on software updates, and drive repeat visits and referrals. Complete the form below to access the February Checklist and stay in control during the busiest stretch of the season.

First Name

Last Name

Company

Phone

State

Zip

Current Tax Software

Number of Federal E-Files

Number of Business E-Files

Number of Financial Products (RTs)

Number of Office(s)/Location(s)

How did you hear about CrossLink?

Prefer help in Spanish

The information you provide on this form will be shared among the CrossLink Family of Companies, which includes CrossLink Professional Tax Solutions, LLC, CrossLink Tax Tech Solutions, LLC, and Audit Allies, LLC (collectively referred to as “CrossLink”). The privacy and security of your personal information is important to us. By providing your information above, you agree that CrossLink may contact you or send you information about our products, programs, and services periodically. You will be able to opt out at any time by using the unsubscribe link in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For further information about our privacy practices, please review our Privacy Policy.