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Service Bureau Solutions

Empower Your Tax Business with CrossLink

Ready to take your tax business to the next level? As a Service Bureau, you have the power to build and scale a thriving tax preparation network — and even create your own team of sub-service bureaus. With industry-leading software, flexible pricing options, and a full suite of essential features and tools for your tax professionals, you’re perfectly positioned for growth and long-term success. CrossLink delivers the cutting-edge resources, innovative technology, and dedicated support you need to stay ahead in today’s competitive tax industry.

What is a Service Bureau?

A Service Bureau acts as a reseller and administrator of professional tax software, equipping independent tax offices with the tools they need to prepare and file tax returns efficiently.

As a Service Bureau, you can:

Brand the Software as Your Own
Establish your own identity by white-labeling CrossLink’s tax software.

Set Your Own Pricing & Fees
Control your revenue by structuring software and tax prep fees that fit your business model.

Support Your Own Network
Provide hands-on assistance to your tax offices with your own customized approach.

Leverage Advanced Technology
Give your clients a cutting-edge tax software solution with seamless e-filing, compliance tools, and automation features.

Expand Your Revenue Opportunities
Capitalize this tax season by increasing your revenue through new opportunities and offering clients added ancillary services.
Audit Allies1
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Offer your clients audit assistance, earn industry-leading incentives, and boost your profits further with optional markups.

Members who enroll in Audit Allies receive the coveted Certified Audit Ally Badge, symbolizing your expertise, reliability, and dedication to your clients.

iPROTECT1
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Grow your bottom line through iProtect incentives and flexible markups you control — all while offering clients trusted identity theft monitoring.

By enrolling in iPROTECT, you’ll earn the Certified Identity Pro Badge, showcasing your expertise, trustworthiness, and commitment to serving your clients.

Remote Signature
Offer clients the convenience of remote signing — and generate additional revenue — all through the CrossLink Software.
Remote Signature request sent to client.
Remote Signature request received.
Send client’s tax return for processing.
e-file Revenue
Maximize your earnings by applying an e-file fee to every Bank Product and non-Bank Product return.
Jessica Lee, XXX XX 7130 e-file Fee – Collected
Leroy Nash, XXX XX 9129 e-file Fee – Collected
ERO Add-on Fee
Boost your profits on bank product returns by adding to certain CrossLink fees.
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Want to add additional revenue opportunities for your business this year?
Schedule a demo or give CrossLink® a try!

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1Provided through our affiliated company Audit Allies, LLC.

Trusted by thousands of professionals since 1989.

“Fast, accurate, generally easy to navigate. Big plus for me! I’ve been with CrossLink over 20 years, so my familiarity with it makes it even easier for me to use.”

Integrated Bank Products

Empower your tax business with our seamless integrations with our banking partners designed to enhance the experience for both you and your clients. Our integrations with industry-leading banking partners make tax preparation more accessible by streamlining payment and refund processes.

What is a Refund Transfer?
A Refund Transfer is a convenient way for clients to cover their tax preparation fees without paying upfront. Tax preparation fees, along with any related refund transfer fees and charges, are deducted directly from the taxpayer’s refund. The remaining balance is then disbursed through their chosen method — check, direct deposit, or prepaid card. Simple, secure, and hassle-free.

How Long do Refunds Typically Take to Fund?

Refunds typically fund within 21 days after the IRS accepts the return.

Timing may vary depending on IRS processing times and the selected disbursement method.

What is an Refund Advance?

A Refund Advance is a game-changer for your clients! It gives them early access to a portion of their expected refund, making it easier to cover immediate expenses.

The best part? Repayment happens automatically when the IRS processes their refund—no extra hassle for you or your client.

Your Success Starts Here

Becoming a Service Bureau gives you the freedom, flexibility, and financial control to run your tax business on your terms. Whether you’re looking to grow your tax preparation business, expand your reach, or increase revenue, we have the tools and support to help you succeed.

Let’s Build Your Tax Business Together

Contact us today to learn more about CrossLink’s Service Bureau program and how we can help you scale, earn, and succeed.

Contact Us
At CrossLink, we empower tax professionals with robust, reliable software solutions designed to streamline the tax preparation process and boost business efficiency.
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Privacy Statement

The privacy and security of your personal information are important to CrossLink Family of Companies (“CrossLink”). By providing your information above, you consent to CrossLink contacting you and sending information about our products, programs, and services from time to time. You may unsubscribe at any time by using the link provided in our emails or by contacting CrossLink’s Support Team at 800.345.4337. For more details about CrossLink’s privacy practices, please review our Privacy Policy.