Save Time. Earn More.

Save Time. Earn More.

Save Time. Earn More.

Join us at one of our Webinars to learn how CrossLink can help you run a successful and efficient professional tax preparation business.

Fall Webinars
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Join us for CrossLink's 2019 Webinar Training Series. These live webinars will cover tax industry changes and several important features within CrossLink 1040 and CrossLink Online to help you run a successful and efficient professional tax preparation business. In addition to our live webinars, you can find training videos on the CrossLink YouTube Channel.

IRS Updates for Tax Year 2019

Setting up Your Mobile Apps and Remote Signature Capability in CrossLink 1040 Desktop

Properly Enrolling with Your Chosen Banking Partner

Introduction and Completing a Basic Return in CrossLink 1040 Desktop

Completing a Basic Return in SPANISH in CrossLink 1040 Desktop

What's New in CrossLink Desktop for 2020

Introduction and Completing a Basic Return in CrossLink Online

Completing a Return with Depreciation in CrossLink Online

Completing a Return with Depreciation in CrossLink 1040 Desktop


IRS Updates for Tax Year 2019

A 60-minute webinar focusing on IRS updates and changes to tax preparation that professionals will need to adhere to during the upcoming tax season.


Date
Time
11/26/19
Tuesday
Webinar
10:00 AM - 11:00 AM PST
01/10/20
Friday
Webinar
10:00 AM - 11:00 AM PST
Register


Setting up Your Mobile Apps and Remote Signature Capability

A 60-minute webinar that takes the attendee through the simple steps involved with setting up both the taxpayer mobile app (TaxPass) and our mobile app for EROs (ERO Go). Additionally, attendees will be taken step-by-step through setting up Remote Signature Capability.


Date
Time
12/04/19
Wednesday
Webinar
10:00 AM - 11:00 AM PST
Register


Properly Enrolling with Your Chosen Banking Partner

A 30-minutes webinar dedicated to ensuring attendees are comfortable with the steps required to enroll with one of CrossLink’s valued banking partners. During this presentation, participants will be taken step-by-step through the process of bank enrollment including how to offer Protection Plus, as well as take advantage of our new optional e-file fee feature.


Date
Time
12/06/19
Friday
Webinar
10:00 AM - 11:00 AM PST
Register


Introduction and Completing a Basic Return in CrossLink 1040 Desktop

A 60-minute webinar focusing on introducing CrossLink's functionality, the different approaches available when completing a tax return with CrossLink (forms-based or interview), how both the 'Refund Calculator' and 'Tax Estimator' work, and navigating through a basic return with EITC – including appropriately completing obligatory due-diligence.


Date
Time
12/10/19
Tuesday
Webinar
10:00 AM - 11:00 AM PST
01/08/20
Wednesday
Webinar
10:00 AM - 11:00 AM PST
Register


Introducción a CrossLink – Completando una declaración de impuestos utilizando CrossLink 1040 Desktop

Este webinario de 60 minutos sirve como introducción al programa CrossLink 1040. El énfasis del webinario serán las funciones primarias del software y la preparación de una declaración de impuestos 1040. En adición, el presentador explicará cómo utilizar el estimador de impuestos (Tax Estimator) para ofrecer una estimación del reembolso basado en la información proporcionada por el cliente. Este webinario será presentado completamente en español.


Date
Time
12/12/19
Thursday
Webinar
10:00 AM - 11:00 AM PST
12/19/19
Thursday
Webinar
10:00 AM - 11:00 AM PST
Register


What's New in CrossLink Desktop for 2020

A 60-minute webinar showcasing enhancements we've made to CrossLink 1040 for the 2020 tax season. Included in this webinar will be an overview of the new 'Refund Calculator' feature, as well as upgrades to the settings capabilities and verification process in our interview mode.


Date
Time
12/13/19
Friday
Webinar
10:00 AM - 11:00 AM PST
12/27/19
Friday
Webinar
10:00 AM - 11:00 AM PST
Register


Introduction and Completing a Basic Return in CrossLink Online

A 60-minute webinar focusing on accurately preparing a basic individual tax return – from entering the client's personal information all the way through to gathering signatures – in CrossLink's new online program. The emphasis of this training will be on program throughput, with the instructor showing how easy it is to input client data, use an interview approach and/or add appropriate forms, verify for errors, and process and archive a return in a paperless environment.


Date
Time
12/17/19
Tuesday
Webinar
10:00 AM - 11:00 AM PST
01/03/20
Friday
Webinar
10:00 AM - 11:00 AM PST
Register


Completing a Return with Depreciation in CrossLink Online

A 60-minute webinar dedicated to accurately preparing an individual tax return with depreciable assets in CrossLink's new online product. The instructor will show how to add a Schedule C or Schedule E to the return, then walk step-by-step through building a correlating asset table, which will (then) calculate and post the correct depreciation amount into the return.


Date
Time
01/07/20
Tuesday
Webinar
10:00 AM - 11:00 AM PST
Register


Completing a Return with Depreciation in CrossLink 1040 Desktop

A 60-minute webinar dedicated to accurately preparing an individual tax return with depreciable assets. The instructor will show how to add a Schedule C or Schedule E to the return, then walk step-by-step through building a correlating asset table, which will (then) calculate and post the correct depreciation amount into the return.


Date
Time
01/09/20
Thursday
Webinar
10:00 AM - 11:00 AM PST
Register


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