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 2017 - 2018 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.

Increase your efficiencies with CrossLink’s innovative solutions

What’s new in CrossLink 1040 for this year

Navigating through CrossLink 1040 I: An overview of the program

Navigating through CrossLink 1040 II: Completing a simple return

Navigating through CrossLink 1040 III: Completing a return with an EITC claim

Navigating through CrossLink 1040 IV: Completing a return with depreciable assets

An overview of CrossLink 1040 in Spanish

New security expectations and other IRS updates


Increase your efficiencies with CrossLink’s innovative solutions

Join us as we demonstrate the different ways you can increase your efficiency using CrossLink throughout the entire tax preparation process. During this 45 minute webcast, we will show how our new mobile applications, text messaging integration, remote signature capability, and CrossLink Document Archive can both help you create a paperless office and save you and your clients’ time and money.


Date
Time
12/08/17
Friday
Webinar
12:00 PM - 1:00 PM CST
12/13/17
Wednesday
Webinar
12:00 PM - 1:00 PM CST
Register


What’s new in CrossLink 1040 for this year

A 45 minute webcast showcasing enhancements we’ve made to CrossLink 1040 for the 2018 tax season. Find out how our new features – including ‘Interview Mode’ and ‘Mobile Apps’ – will make CrossLink easier and more efficient than ever.


Date
Time
12/12/17
Tuesday
Webinar
12:00 PM - 1:00 PM CST
12/14/17
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Navigating through CrossLink 1040 I: An overview of the program:

A 45 minute webcast to be used as an introduction to the CrossLink 1040 program. The emphasis of this training will be on where everything is found in the program, as well as the flow of tax preparation up through transmitting to the IRS. Additionally, the instructor will showcase the flow of 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
12/19/17
Tuesday
Webinar
12:00 PM - 1:00 PM CST
12/21/17
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Navigating through CrossLink 1040 II: Completing a simple return:

A 60 minute webcast focusing on accurately preparing a basic individual tax return – from entering the client’s personal information all the way through to transmitting to the IRS. 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.


Date
Time
12/27/17
Wednesday
Webinar
12:00 PM - 1:00 PM CST
12/29/17
Friday
Webinar
12:00 PM - 1:00 PM CST
Register


Navigating through CrossLink 1040 III: Completing a return with an EITC claim:

A 60 minute webcast focusing on accurately preparing an individual tax return with an EITC claim. The instructor will show every step of completing this type of individual tax return with an emphasis on accurately entering all dependent information, as well as completing correlating due-diligence.


Date
Time
01/03/18
Wednesday
Webinar
12:00 PM - 1:00 PM CST
01/11/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Navigating through CrossLink 1040 IV: Completing a return with depreciable assets:

A 60 minute webcast 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 schedule.


Date
Time
01/09/18
Tuesday
Webinar
12:00 PM - 1:00 PM CST
01/18/18
Thursday
Webinar
12:00 PM - 1:00 PM CST
Register


Navegando CrossLink 1040: Una introducción general al programa

Este webinario de 45 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
01/05/18
Friday
Webinar
12:00 PM - 1:00 PM CST
01/17/18
Wednesday
Webinar
12:00 PM - 1:00 PM CST
Register


New security expectations and other IRS updates:

A 30 minute webcast that will look at new security expectations that tax professionals will need to adhere to, as well as other IRS news relevant to tax preparation during the upcoming tax season.


Date
Time
01/10/18
Wednesday
Webinar
12:00 PM - 1:00 PM CST
01/16/18
Tuesday
Webinar
12:00 PM - 1:00 PM CST
Register


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PUTTING CUSTOMERS FIRST SINCE 1974
PUTTING CUSTOMERS FIRST SINCE 1974