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CrossLink Professional Tax Solutions (CPTS) Announces Streamlined Payment Processing to Tax Professionals

January 19, 2021

Cloud-based solution supports in-person payments, managed through one interface.

CrossLink and PayJunction Integration

“The payment processing integration with PayJunction offers CrossLink Online customers an industry-leading tool to help with point-of-sale payments and payment tracking,“ - Josh Daniel, Senior VP of Engineering at CrossLink.

SANTA BARBARA and LATHROP, Calif. (PRWEB) January 19, 2021
CrossLink Professional Tax Solutions (CPTS), a leading provider of professional tax software solutions to tax preparers across the United States, and PayJunction, a leading developer of payment processing technology, announced the availability of integrated payment processing for tax preparers utilizing CrossLink Online. PayJunction is offering qualified clients of CrossLink a ZeroTouch Terminal to simplify payment processes and improve the customer experience.

“We are excited to launch this partnership with CrossLink Professional Tax Solutions,“ said Randy Modos, president, PayJunction. “Together we will create meaningful improvements that streamline operations for tax professionals across the country, while delivering a better payment experience for their clients.“

“The payment processing integration with PayJunction offers CrossLink Online customers an industry-leading tool to help with point-of-sale payments and payment tracking,“ stated Josh Daniel, senior vice president of Engineering at CrossLink. “Remote and touchless payments are also just a few clicks away for any Crosslink customer. In the future, you can expect to see CrossLink continue to integrate additional PayJunction functionality into our suite of products.“

The integration allows payments to be initiated using the CrossLink Online portal, and for all transaction information to seamlessly flow into client records. This eliminates double-entry keying errors, reduces paper-based systems, and speeds end-of-day close. Card details can be securely associated with client records for future payments, further streamlining processes so staff has more time to focus on tax preparation.

The integration of CrossLink Online and PayJunction streamlines payments:
In-office payments are processed using PayJunction's customer-facing, cloud-connected ZeroTouch Terminal. The amount due is automatically sent from CrossLink Online and displayed on the terminal's large screen. Customers pay via a simple swipe, insert or the tap of their contactless card, phone or wearable.

Payment history is paired with clients' tax returns and digital receipts are securely stored in CrossLink Online, eliminating the time and hassles associated with paper storage and retrieval. Preparers can quickly retrieve transactions and email receipts to clients in just a few clicks.

Tax preparers can also email customers a request for payment by inviting them to visit their website and click a “Pay Now“ button where they enter card details into a secure, hosted form.

About CrossLink Professional Tax Solutions (CPTS)
CPTS, makers of the CrossLink suite of tax software products, is a leading provider of tax solutions for the professional tax preparation market. With operations in Orlando, FL and Lathrop, CA. CPTS is dedicated to enabling professional tax preparers to grow their tax-based businesses with industry leading tax software solutions.

About PayJunction
PayJunction, founded in 2000, has continually disrupted the payment processing industry with an approach that combines customer advocacy, transparent and ethical pricing, and environmental consciousness. PayJunction's cloud-based gateway and processing platform consolidates credit, debit and check transactions made in person, online, over the phone and on the go. Its technology helps businesses increase productivity, reduce costs and elevate the customer payment experience. PayJunction processes over $5 billion annually for US-based businesses. PayJunction's dedication to valuing long-term relationships over short-term profit has earned the company widespread recognition and awards from Stevie®, Glassdoor® and others.

Additional information regarding CrossLink Professional Tax Solutions can be found on www.CrossLinkTax.com.

Available positions with CPTS can be found on the CrossLink Careers page at www.CrossLinkTax.com/about/careers.asp.