Save Time. Earn More.

Save Time. Earn More.

Save Time. Earn More.

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

Fall Webinars
  • CALL US
  • SUBSCRIBE TO CROSSLINK NEWS
  • FOLLOW US
  • CALL US

  • SUBSCRIBE TO CROSSLINK NEWS

  • FOLLOW US

Join us for CrossLink's Fall Webinar Training Series. These live webcasts will cover several important features within CrossLink 1040 and CrossLink Business 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.

Enhance Your Paperless Office with CrossLink Remote Signature Capture

Better Manage Your Business Utilizing CrossLink 1040 Reports

What's New In CrossLink For the Upcoming Season

CrossLink 1040 Navigation: Completing a Basic Individual Return

Understanding the ‘Path Act’ Plus Other To-Do’s in Preparation for Tax Season

CrossLink 1040 Navigation: Allocating Depreciable Assets


Enhance Your Paperless Office with CrossLink Remote Signature Capture

A 60 minute live webinar showing how you can convert documents and other papers into a digital format, securing them within your client’s actual tax return. In addition, you will be introduced to CrossLink's Remote Signature Capture which will enable taxpayers to sign their tax returns remotely via their smartphones.

CrossLink provides you with all of this and more -- allowing you to save time while improving your government, banking, and privacy compliance. Most importantly, you will see how going paperless can equate to lowering your overall operating costs.


Date
Time
12/06/16
Tuesday
Webinar
1:00 PM ET; 10:00 AM PT
12/15/16
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
Register


Better Manage Your Business Utilizing CrossLink 1040 Reports

This 30-minute live webinar will focus on some of our most useful reports available in CrossLink Professional Tax Software. With these reports in hand, you’ll be able to quickly, accurately and continually evaluate the performance of your tax business.


Date
Time
12/08/16
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
12/20/16
Tuesday
Webinar
1:00 PM ET; 10:00 AM PT
Register


What's New In CrossLink For the Upcoming Season

A 60 minute webinar showcasing enhancements we’ve made to CrossLink 1040 for the 2017 tax season. Find out why these new features make 2017 our most exciting year yet.


Date
Time
12/13/16
Tuesday
Webinar
1:00 PM ET; 10:00 AM PT
12/22/16
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
Register


CrossLink 1040 Navigation: Completing a Basic Individual Return

A 60 minute webinar focusing on preparing a basic individual tax return using CrossLink professional tax software. The emphasis of this training will be on program throughput, with the instructor showing how easy it is to complete the Client Data Screen, add appropriate forms, verify for errors, print and transmit. The instructor will also take a few minutes to showcase our Tax Estimator – which you can use to offer your clients an estimation of what their refund will be based on basic information provided by the client.


Date
Time
12/28/16
Wednesday
Webinar
1:00 PM ET; 10:00 AM PT
1/05/17
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
1/11/17
Wednesday
Webinar
1:00 PM ET; 10:00 AM PT
Register


Understanding the 'Path Act' Plus Other To-Do's in Preparation for Tax Season

This presentation will cover essential information pertaining to the PATH Act – which could have a significant impact on (both) your tax practice and when your clients' refunds become available. Additionally, this succinct webcast will cover other "to-do's" to consider in preparation for the upcoming tax season.


Date
Time
12/29/16
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
01/04/17
Wednesday
Webinar
1:00 PM ET; 10:00 AM PT
Register


CrossLink 1040 Navigation: Allocating Depreciable Assets

A 60 minute webinar walking through how to depreciate assets in CrossLink professional tax software. This step-by-step instruction will first provide attendees with a basic understanding of both depreciation and asset, then show how easy it is to correlate depreciable assets to a specific schedule. Additionally, the instructor will cover the unique differences a tax professional faces when allocating vehicle depreciation and mileage – and how CrossLink simplifies this cumbersome task.


Date
Time
01/10/17
Tuesday
Webinar
1:00 PM ET; 10:00 AM PT
01/12/17
Thursday
Webinar
1:00 PM ET; 10:00 AM PT
Register


© 2016 Petz Enterprises, LLC
PUTTING CUSTOMERS FIRST SINCE 1974
PUTTING CUSTOMERS FIRST SINCE 1974