Features
Explore all the features CrossLink Tax Tech Solutions has to offer and more.
What’s New in CrossLink
Discover new ways to integrate your business with CrossLink and Zapier, and optimize your workflow when preparing tax returns with our new OCR technology called Tax Vision Assist.
Zapier Integration
Import taxpayer identification and income information into tax returns.
Unlock Your Full Potential
Remote Signature
Remote Signature request sent to client.
Remote Signature request received.
Send client’s tax return for processing.
Securely store critical documents and streamline your workflow — all within the CrossLink Tax Tech Solutions Software.
Easily send and receive unlimited texts through the CrossLink Tax Tech Solutions Software, with every conversation seamlessly connected to the client’s tax return.
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Available features
Unlimited users
Free data conversions
Federal e-file
Unlimited federal returns
State e-file
Unlimited state returns
Desktop, Online, & Hosted software versions
Unlimited document archive
Personalized onboarding
Compliance
4,300 federal and state forms and schedules
Hundreds of return verifications
Part-year and non-resident state returns
Filing status optimization
Fixed asset reports
Import 4562 assets, 8948 transactions, and trial balances
Export K-1s from pass-through to individual returns
City/local programs (KY, MI, NY, OH, OR, PA)
Multi-year comparison report (3-year)
Prior year programs
Integrations
Bank product options
Audit assistance & ID theft protection
Customer portal
Remote signature service
TheTaxBook WebLibrary
Remote invoicing with Payjunction
Zapier
Workflow features
TaxPass Mobile Site
Management Dashboard
Appointment calendar
Pre-season letters & organizers
Autofill employer, payer, and provider data from EIN database
Verify system
Compare to prior-year form entry
Quick link from verify to source
Tax Vision Assist on Client Data & Form W-2
Office Management
Network-ready
Multi-firm support
Backup/restore
Office configuration
Tax preparer configurations
Multi-factor authentication
“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.”