Events

The purpose of this webinar is to ensure attendees understand all the available options CrossLink provides for increasing bottom-line revenue – including the new ability to offer Prior-Year Refund Transfers. With so many ways to accrue income, we want to make sure no customer is leaving well-deserved “money on the table”. As a tax professional, you work hard to deliver solutions to your customers – and accordingly, should look to maximize your profits in concert with the services provided.

As you continue to look for ways to streamline your tax preparation while increasing your bottom line, it is important to consider all the solutions CrossLink offers that can improve your business efficiencies while enhancing the customer experience. Join us for this webinar focusing on showcasing our many features and integrations that can facilitate interacting with your clients. Ultimately, this webinar will provide you with the tools needed to make the level of service superior for your clients, while also updating your tax preparation processes and efficiencies. Features covered include: CrossLink AI, Zapier, TaxPass, Remote Upload, Document Archive, Audit Allies, iPROTECT, PayJunction, Remote Signature Service, and SmartWiz.

This webinar will highlight key upgrades that CrossLink will be implementing for the upcoming tax season. Included in this presentation will be an introduction to enhancements within both our Desktop and Online programs – including the new ability to offer Prior-Year Refund Transfers. We’ll also take a few minutes to showcase CrossLink AI.

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 it is to incorporate paperless processing and remote signature gathering. We’ll also cover how our CrossLink AI feature can streamline tax preparation, as well as how to verify returns for errors before transmitting.

This webinar introduces CrossLink Desktop’s different tax preparation methodologies, as well as how simple throughput is when using the program. We’ll look at how easy providing an estimation to the taxpayer can be, then work through completing a return, including how our CrossLink AI feature can streamline tax preparation. We’ll finish by showing how to verify returns for errors before transmitting.

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 it is to incorporate paperless processing and remote signature gathering. We’ll also cover how our CrossLink AI feature can streamline tax preparation, as well as how to verify returns for errors before transmitting.

This webinar introduces CrossLink Desktop’s different tax preparation methodologies, as well as how simple throughput is when using the program. We’ll look at how easy providing an estimation to the taxpayer can be, then work through completing a return, including how our CrossLink AI feature can streamline tax preparation. We’ll finish by showing how to verify returns for errors before transmitting.

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

This webinar provides an introduction to CrossLink Online for Business returns. Included in this webinar will be the fundamentals of doing business returns, what kinds of business returns CrossLink Online supports, and how the throughput methodology looks and feels like our online product used for completing individual tax returns.

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