December 2021

Your tax business’ success and longevity depend on several factors. The one you should focus on the most is the tax software you use. In this article, we’ll help you choose the best tax software for your needs.

1. List Your Needs
First off, before you go through a professional tax preparation software comparison, write down your needs and priorities, and start ruling out options if they lack what you’re looking for.

2. Read Customer Reviews
One of the best things you can do is to read as many professional tax preparation software reviews as possible. Not all the issues show when you try a demo; some issues are long-term and may only show after using the software for some time.

3. Getting Paid
Now that you’re left with a shorter list of professional tax preparer software products, next is to decide how you’d like to get paid. The most common route tax pros go is professional tax preparation software with bank products. This comes with several benefits such as cash advances, loans, as well as a handful of disbursement methods for taxpayers to choose from.

4. Service Bureau vs Main Provider
Lastly, you need to decide whether you’d like to get your software from a service bureau or a main provider. The sole difference is how much paid upfront versus how much your clients will pay in bank product fees. There isn’t a standard, which is why we suggest you compare professional tax software offers individually and decide what works for you.

The success of your tax business depends on several factors. The most important is the tax software you use to run your business. To choose the right software, you need to go through a few criteria:

1. Write down business needs
Before you start your professional tax preparation software comparison, write down your needs and start ruling out options.

2. Read reviews
Read as many professional tax preparation software reviews as possible. This will help you identify long-term issues that other users have come across.

3. Payment
Based on professional tax preparation software reviews, the most common routes tax pros go is professional tax preparation software with bank products as it comes with several benefits for both your business and your clients.

4. Service Bureau vs Main Provider
The last thing you should decide is whether to get your software from a main software provider or a service bureau. The difference is usually how much you pay upfront vs how much your clients would pay in bank product fees. We suggest you compare professional tax software offers individually and decide what works for your needs best.

Crosslink Tax Tech Solutions LLC has been one of the tax industry’s most trusted names thanks to its software’s simplicity and capability. In this short article, you’ll get a brief about CrossLink and what makes it one of the industry’s leading software products.

Compactability
Crosslink Tax Professional Software combines all the software features you’d look for in one software. Some software products have a separate tool for each feature, but that’s not the case with CrossLink. All the features are conveniently found in one easy-to-use product.

Key Features
Crosslink Tax Preparation Software features a user-friendly interface that comes with a point-and-shoot error solving mechanism, which points out missing and/or wrong information. It also supports signature pads and handheld scanners flawlessly, which saves time and money. CrossLink Professional Tax Software comes with not only one; but two mobile apps for communication as well as sending and receiving documents.

Crosslink Tax Tech Solutions LLC has been a trusted name in the tax industry thanks to its software’s efficiency and simplicity. In this article, you’ll learn everything you need to know about CrossLink to help you decide whether or not it’d suit your needs.

All-in-One
One of Crosslink Tax Professional Software’s most preferred features is the way it combines everything tax pros look for into one software. Unlike other software products, it has all the tools packed in one product.

Most Remarkable Features
CrossLink Professional Tax Software is known for its user-friendly interface that comes with a point-and-shoot error solving mechanism, supports third-party gadgets such as signature pads and handheld scanners, and comes with two mobile apps which can be used for communication between taxpayers and tax professionals. CrossLink also supports multiple office locations, known as ‘Feeder Licenses’, which gives you full control of everything that happens in your offices.

We suggest you get a Crosslink Tax Software free download of a demo before you make your choice.