CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States. Headquartered in Tracy, CA with operations Orlando, Florida, CPTS is dedicated to enabling our customers’ success with industry leading solutions for professional tax preparers.
Whether you are a single office or a multi-site operation, your needs as a high-volume retail tax business are unique and we understand and applaud that.
CrossLink Management Dashboard
The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over, and visibility into, each sub-site within their multi-office tax preparation organization.
CrossLink Mobile Apps
Free access to TaxPass, a taxpayer mobile app, as well as ERO Go for managing your tax offices. These apps work directly with one another to provide you and your taxpayers with an unparalleled customer experience.
CrossLink Remote Signature
Now your clients can sign their documents anywhere and anytime via an electronic signature.
CrossLink is the industry’s leading tax software solution for high-volume retail tax businesses – available for both desktop and online environments.
Service Bureaus have a unique set of needs and CrossLink has been at the forefront in ensuring Services Bureaus have both the technology and revenue solutions they require.