Connect CrossLink Tax Tech Solutions® to Your Business
Connect to thousands of apps to automate your workflows and make your daily operations smoother than ever with our Zapier integration.
Endless Possibilities
Automate and Streamline Your Workflow with Zapier
With CrossLink Tax Tech Solutions’ Zapier integration, you can connect CrossLink with thousands of applications, creating automated workflows that save time and reduce manual tasks. Effortlessly sync data, organize client information, and streamline communications across platforms.
Create Zapier magic: triggers start workflows, actions make things happen—your rules, your way!
Tired of tax software that doesn’t sync with your other business applications? Schedule a demo or give CrossLink a try!
More Integrations
Bank Products
Empower your tax business with our seamless integrations with our banking partners designed to enhance the experience for both you and your clients. Our integrations with industry-leading banking partners make tax preparation more accessible by streamlining payment and refund processes.
What is a Refund Transfer?
A Refund Transfer is a convenient way for clients to cover their tax preparation fees without paying upfront.
Tax preparation fees, along with any related refund transfer fees and charges, are deducted directly from the taxpayer’s refund. The remaining balance is then disbursed through their chosen method — check, direct deposit, or prepaid card. Simple, secure, and hassle-free.
How Long do Refunds Typically Take to Fund?
Refunds typically fund within 21 days after the IRS accepts the return.
Timing may vary depending on IRS processing times and the selected disbursement method.
What is a Refund Advance?
A Refund Advance is a game-changer for your clients! It gives them early access to a portion of their expected refund, making it easier to cover immediate expenses.
The best part? Repayment happens automatically when the IRS processes their refund—no extra hassle for you or your client.
Ready to enroll with one of our banking partners?
Secure, Flexible Payment Processing with PayJunction
CrossLink’s integration with PayJunction provides a trusted and seamless payment solution tailored to tax professionals. PayJunction allows you to accept secure, flexible payments with ease, giving clients the freedom to pay quickly and securely.
Need an integrated payment processor for your business?
With PayJunction, you deliver a professional and secure payment experience, strengthening client satisfaction and loyalty.
Streamline, shine, and stay ahead with our powerful integrations!
From smooth bank solutions to smart tools, we’ve got what you need to level up your tax game.
Don’t wait—link up today!