CrossLink Tax Tech Solutions Webinar Series

Learn More. Do More. Earn More.

Join us at one of our Webinars to learn how CrossLink Tax Tech Solutions can help you run a successful and efficient professional tax preparation business.

Tax Webinars

Join CrossLink’s webinar series featuring a variety of topics. From how to complete a tax return in the CrossLink software to the latest IRS and tax industry updates, CrossLink’s webinar series has something valuable for every tax professional.
Up-to-the-minute IRS updates that tax professionals will need to know and follow. In this important webinar, we’ll also revisit expectations all tax professionals must adhere to when securely gathering and storing taxpayer information. This includes understanding what’s required in a ‘Written Information Security Plan’ (WISP), as well as other security requirements that need to be followed to properly run a professional tax business.
Date
Time
11/26/2024 Tuesday
10:00 AM – 11:00 AM PST
01/24/2025 Friday
10:00 AM – 11:00 AM PST

This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming tax season. Included in this presentation will be enhancements to both our Desktop and CrossLink Online (CLO) programs, as well as an introduction of our CrossLink Online Business program. We will also take a few minutes to showcase CrossLink’s integration with our newest business partner, Zapier.

Date
Time
12/06/2024
Friday
10:00 AM – 11:00 AM PST

As taxpayers continue to look for easy ways to do business with you, it is essential to be able to offer simple and streamlined solutions that meet their needs. Join us for this webinar focused on showcasing the different ways you can interact with clients remotely by utilizing features integrated into our CrossLink software. We’ll look at CrossLink’s mobile services, remote signature capabilities, and paperless records storage, all geared to facilitate your ability to provide best-in-class service, even when your client doesn’t physically come to your office. This webinar will provide you with the tools needed to make your level of service superior for your clients, while also improving your tax preparation processes and efficiencies.

Date
Time
12/10/2024
Tuesday
10:00 AM – 11:00 AM PST

Properly setting up billing schedules is vital when looking to maximize your tax practice’s profitability. This webinar’s focus will be on ensuring you understand all the avenues available during billing setup to appropriately charge for services provided.

Date
Time
12/12/2024
Thursday
10:00 AM – 11:00 AM PST

This webinar will introduce CrossLink Desktop’s different tax preparation methodologies, as well as how easy throughput is when using the program. We’ll look at how simple and seamless providing an estimation to the taxpayer can be, then work through completing a return, including depreciation and obligatory due diligence. We’ll finish by showing how to verify returns for errors before transmitting.

Date
Time
12/17/2024
Tuesday
10:00 AM – 11:00 AM PST
01/14/2025
Tuesday
10:00 AM – 11:00 AM PST

En este seminario web se presentarán las distintas metodologías de preparación de impuestos de CrossLink Desktop, así como lo fácil que resulta el rendimiento cuando se utiliza el programa. Veremos lo sencillo y fluido que puede ser proporcionar una estimación al contribuyente, y después trabajaremos en la cumplimentación de una declaración, incluyendo la depreciación y la diligencia debida obligatoria. Terminaremos mostrando cómo comprobar si hay errores en las declaraciones antes de transmitirlas.

Date
Time
12/23/2024
Monday
10:00 AM – 11:00 AM PST
01/21/2025
Tuesday
10:00 AM – 11:00 AM PST

This webinar will focus on accurately preparing individual tax returns – everything from gathering pertinent taxpayer data to transmitting the return – in CrossLink’s versatile online program. We’ll demonstrate different throughput methodologies and show how easy paperless processing and remote signature gathering can be. We’ll finish by covering depreciation and how to verify returns for errors before transmitting.

Date
Time
12/19/2024
Thursday
10:00 AM – 11:00 AM PST
01/16/2025
Thursday
10:00 AM – 11:00 AM PST

Este seminario web se centrará en la preparación precisa de declaraciones de impuestos individuales -desde la recopilación de los datos pertinentes del contribuyente hasta la transmisión de la declaración- en el versátil programa en línea de CrossLink. Demostraremos diferentes metodologías de rendimiento y mostraremos lo fácil que puede ser el procesamiento sin papel y la recogida de firmas a distancia. Finalizaremos cubriendo la depreciación y cómo verificar si hay errores en las declaraciones antes de transmitirlas.

Date
Time
12/30/2024
Monday
10:00 AM – 11:00 AM PST
01/23/2025
Thursday
10:00 AM – 11:00 AM PST

This webinar will cover the fundamentals of doing business returns in the CrossLink Desktop Business program – including what kinds of returns the program supports, basic information relating to filing business returns, and how the throughput methodology mirrors CrossLink 1040 Desktop.

Date
Time
12/27/2024
Friday
10:00 AM – 11:00 AM PST
With so many options available to make money utilizing CrossLink, it is important that all our valued customers understand the true earning potential they have. In this webinar, we’ll discuss the different ways you can appropriately invoice for the value-added services you provide.
Date
Time
10/29/2024 Tuesday
10:00 AM – 11:00 AM PST

Este seminario web cubrirá los fundamentos de la presentación de declaraciones de negocios en CrossLink Business – incluyendo qué tipos de declaraciones admite el programa, información básica relativa a la presentación de declaraciones de negocios, y cómo la metodología de rendimiento refleja CrossLink 1040 Desktop.

Date
Time
01/07/2025
Tuesday
10:00 AM – 11:00 AM PST

An introductory webinar to CrossLink’s newest offering, CrossLink Online for Business. Included in this webinar will be the fundamentals of doing business returns, what kinds of business returns CrossLink Online will support, and how the throughput methodology looks and feels like our online 1040 product used for completing individual tax returns.

Date
Time
01/03/2025
Friday
10:00 AM – 11:00 AM PST

Un webinario introductorio a la nueva oferta de CrossLink, CrossLink Online Business. En este seminario web se incluirán los fundamentos de las declaraciones de la empresa, los tipos de declaraciones de la empresa que CrossLink Online admitirá y cómo la metodología de rendimiento se parece a nuestro producto en línea 1040 programa utilizado para completar las declaraciones de impuestos individuales.

Date
Time
01/09/2025
Thursday
10:00 AM – 11:00 AM PST
This webinar is specifically for customers that are transitioning from the EMP platform to the CrossLink Customer Portal – and will center on the similarities and differences you’ll encounter when setting up your account for the upcoming tax season.
Date
Time
10/17/2024 Thursday
10:00 AM – 11:00 AM PST
Whether this is your first year with CrossLink or you’ve been a longtime customer, ensuring your bank enrollment and agreements have been properly set up is an important step to having a successful tax season. Join us on this webinar as we walk through the straight-forward, yet important, enrollment process that needs to be completed before you can provide bank product solutions to your customers.
Date
Time
10/24/2024 Thursday
10:00 AM – 11:00 AM PST
Join us for an exclusive webinar where we’ll walk you through accessing and utilizing our Digital Marketing Kit to elevate your tax business! Learn how to easily edit and personalize templates using Canva, and get step-by-step guidance on setting up and managing your Google My Business profile to increase your online visibility. Whether you’re new to digital marketing or looking to streamline your efforts, this webinar will provide practical tips and tools to help grow your business.
Date
Time
10/30/2024 Wednesday
10:00 AM – 11:00 AM PST
11/19/2024 Tuesday
10:00 AM – 11:00 AM PST