Service Bureau Solutions
Empower Your Tax Business with CrossLink Tax Tech Solutions Software
Ready to take your tax business to the next level? As a Service Bureau, you have the power to build and scale a thriving tax preparation network — and even create your own team of sub-service bureaus. With industry-leading software, flexible pricing options, and a full suite of essential features and tools for your tax professionals, you’re perfectly positioned for growth and long-term success. CrossLink CrossLink Tax Tech Solutions delivers the cutting-edge resources, innovative technology, and dedicated support you need to stay ahead in today’s competitive tax industry.
Preferred Service Bureau Solution for:
What is a Service Bureau?
A Service Bureau acts as a reseller and administrator of professional tax software, equipping independent tax offices with the tools they need to prepare and file tax returns efficiently.
As a Service Bureau, you can:
Brand the Software as Your Own
Establish your own identity by white-labeling CrossLink’s tax software.
Set Your Own Pricing & Fees
Control your revenue by structuring software and tax prep fees that fit your business model.
Support Your Own Network
Provide hands-on assistance to your tax offices with your own customized approach.
Leverage Advanced Technology
Give your clients a cutting-edge tax software solution with seamless e-filing, compliance tools, and automation features.
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.
Offer clients the convenience of remote signing — and generate additional revenue — all through the CrossLink Tax Tech Solutions Software.
Remote Signature request sent to client.
Remote Signature request received.
Send client’s tax return for processing.
e-file Revenue
Jessica Lee, XXX XX 7130
e-file Fee – Collected
ERO Add-on Fee
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?
Your Success Starts Here
Let’s Build Your Tax Business Together
Contact us today to learn more about CrossLink’s Service Bureau program and how we can help you scale, earn, and succeed.