CrossLink Tax Tech Solutions LLC has been the choice of thousands of tax offices since the 1980s. Headquartered in Tracy, California; CrossLink garnered a huge client base thanks to its efficiency and user-friendly interface, which offers tax professionals everything they would look for in a compact product without sacrificing accuracy or any other aspect. In this article, you’ll learn more about CrossLink and whether or not it’s a good fit for your business.
Compactability: All in One
CrossLink tax preparation software features a robust, easy-to-use interface that provides efficiency and simplicity at the same time. Whether you’d like to focus on individual tax returns or work with businesses, it will deliver.
User-friendliness
CrossLink comes with a self-explanatory user interface. It features a point-and-shoot error solving mechanism that points out what’s wrong or missing on a tax return and guides you through the process of fixing the errors, which leaves no guess-work for you to do.
Third-Party Gadget Support
If you’re running a tax business that leans towards paperless technology, CrossLink supports third-party gadgets such as handheld scanners and signature pads flawlessly. Such technologies would save your business a lot of time and money.
Mobile App: TaxPass & ERO-Go
One of the main factors you should consider when choosing a software is communication between taxpayers and tax professionals. CrossLink Professional Tax Software comes with not only a mobile app, but two; one for tax pros and the other for taxpayers. These apps can be used for sending, receiving documents, as well as tracking received documents on the go.
Expand When You Can
If one of your future business plans is to grow and expand to more than one location; CrossLink supports Multi-Location setups. Known as ‘Feeder License’, This type of setup gives you full control of everything that happens in your offices, even if they’re far from where your main office is located:
– Choose preparers’ privileges and access levels. – Decide everything they can and cannot do through their accounts.
– Choose which offices can print checks and which offices can’t
– Everything transmitted through a feeder license goes directly to your main office’s software for a final review before transmitting to the IRS.
This way you don’t have to readjust your whole business to a new system if you expand.
Before you make your choice and decide whether or not you’ll choose CrossLink, we suggest you get a CrossLink Tax Software free download of a demo to see if it fits your needs. Our website can also help you compare bank products and read customer reviews.