We don’t just provide industry-leading tax software—we create pathways for you to grow your business and boost your income.
Expand Your Revenue Opportunities
Audit Allies1
Members who enroll in Audit Allies receive the coveted Certified Audit Ally Badge, symbolizing your expertise, reliability, and dedication to your clients.
Grow your bottom line through iProtect incentives and flexible markups you control — all while offering clients trusted identity theft monitoring.
By enrolling in iPROTECT, you’ll earn the Certified Identity Pro Badge, showcasing your expertise, trustworthiness, and commitment to serving your clients.
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e-file Revenue
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e-file Fee – Collected
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1Provided through our affiliated company Audit Allies, LLC.
Integrated 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?
Increase Revenue. Elevate Your Business with CrossLink Tax Tech Solutions.
Our game-changing programs turn everyday tax preparation into a profit powerhouse.
Take your tax office to the next level with innovative tools that grow your income and strengthen client trust.
Schedule a demo or give CrossLink Tax Tech Solutions a try!
