CrossLink Tax Tech Solutions

CrossLink Tax Tech Solutions provides tax preparation software and workflow tools for tax professionals, serving thousands of users since 1989. Its software is designed to support speed, accuracy, and business growth, with integrated revenue opportunities and features that reduce manual work. CrossLink Agent Intelligence can extract information from documents such as W-2s, 1099-Ks, 1099-Rs, SSA-1099s, and identification documents, then place the data in the appropriate parts of a return. It also offers in-software tax research guidance and support in more than 12 languages.

The platform includes tools for client communication and document management. TaxPass gives clients a mobile site for securely sharing documents and information, while Document Archive organizes tax files alongside client returns. TextLink Plus supports unlimited texting connected to client returns, and remote signatures let clients sign documents remotely. CrossLink also offers Zapier integration to connect with other apps and automate workflows. Participating financial institutions may provide refund transfers for current- and prior-year returns, subject to eligibility and program requirements.