About CrossLink Professional Tax Solutions (CPTS)

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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.

Professional Tax Software for High-Volume Retail Tax Businesses

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.

  • Financial Products
  • Industry Leading Rebates
  • Dedicated Account Teams
  • Pre-Season Software Training
  • 24x7 Multi-Lingual Support During the Season

Industry Leading Innovation

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.

Paperless Office

  • Electronic Signature Pads
  • Scan & Store
  • Document Storage

CrossLink Remote Signature
Now your clients can sign their documents anywhere and anytime via an electronic signature.

  • With their home computer
  • With their smartphone
  • With a tablet or other mobile devices

CrossLink 1040 – Fast, Easy, Efficient

CrossLink is the industry’s leading tax software solution for high-volume retail tax businesses – available for both desktop and online environments.

  • Paperless Offices included at no additional charge
  • Quick & easy updates with no impact to returns in progress
  • Customizable reports
  • Real-time processing with industry-leading banks

Service Bureau Solutions

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.

  • Co-Branding
  • Industry-leading rebates
  • Visibility and control of remote offices
  • Ability to monitor tax office productivity
  • Dedicated Account Team

Contact your CrossLink Team Today

CrossLinkTax.com
Sales@CrossLinkTax.com
800.345.4337

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© 2018 CrossLink Professional Tax Solutions
PUTTING CUSTOMERS FIRST SINCE 1974
PUTTING CUSTOMERS FIRST SINCE 1974