Keeping your office safe, sanitary, and productive as you help your clients process their returns during COVID-19
Be Safe Social Distancing
When possible, avoid face-to-face client meetings Consider having clients drop off documents in a secure box in your front lobby.
Limit the number of people who congregate in waiting rooms Remove every other chair to enhance the space between clients to 6' or more.
Utilize CrossLink Remote Tools Remote Signature Capture & TaxPass are available for all CrossLink 1040 Desktop customers. These tools enable you to capture client data, documents, and signatures all from a remote device.
Communicate Reach Out to Your Clients
Let clients know you're open for business Utilize CrossLink's List of Non-Returning Clients to call clients who you have not yet seen this year and let them know that you are prepared to complete their returns with little-to-no in-person contact.
Remote Access Have a Plan... Just in Case
If needed, you do have options for individuals, or even the whole office, to work remote
CrossLink 1040 Desktop users can unplug their computer and take to a remote location
Use a 3rd party Remote Desktop Protocol (RDP) software to access your office computer's locally installed version of CrossLink 1040 software from your home PC or laptop. Including:
Remote Utilities for Windows
Move your CrossLink license to a home PC via serial reset