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CrossLink
What it is
CrossLink is professional tax preparation software for preparers, from individual practices to multi-office firms. CrossLink 1040 is designed for individual returns, while CrossLink Business supports corporate and business returns and requires an active 1040 license. The software lists federal and state e-file, unlimited federal and state returns, 4,300 forms and schedules, and hundreds of return verifications. Agent Intelligence can extract information from uploaded IDs and specified tax forms into returns, and provide real-time guidance for the forms being prepared in over 12 languages. TaxPass gives clients a mobile way to share documents and information; Remote Signature supports remote signing. TextLink Plus provides unlimited texts, with conversations linked to client returns. CrossLink integrates with Zapier and lists payment processing, bank products, tax research, and accounting or bookkeeping integrations. A free trial is available. CrossLink 1040 is priced on request, and CrossLink Business is priced on request. Desktop requires Windows 11; Online supports internet-accessible devices and platforms. Technical support and personalized onboarding are listed, with support in English and Spanish.
For and against
For
- Federal and state e-file is included.
- Lists unlimited federal and state returns.
- Agent Intelligence supports over 12 languages.
- Free trial is available.
- Support is offered in English and Spanish.
Against
- CrossLink Business requires an active 1040 license.
- Desktop requires Windows 11.
- Technical support does not provide legal or tax advice.
- CrossLink Desktop is not supported for macOS or iOS.
The verdict
CrossLink combines return preparation with client document sharing, remote signatures, and tax-form guidance. Consider the Windows 11 Desktop requirement and the separate 1040 license requirement for Business when choosing a setup.
Who it suits
CrossLink suits professional tax preparers handling individual, business, or multi-office workflows. Its client-sharing and remote-signing tools may also fit practices that work with clients remotely.
Plans and prices
CrossLink Business
Requires a CrossLink 1040 license · Unlimited preparers · Unlimited Business series returns · Unlimited state returns
Read 9 Oct 2026 · crosslinktax.com
CrossLink 1040
Unlimited preparers · Unlimited 1040 series returns · Unlimited state returns · Desktop or online
Read 9 Oct 2026 · crosslinktax.com
CrossLink Franchise or Service Bureau
Desktop or online · Management dashboard · Cobranding · Additional pricing options available
Read 9 Oct 2026 · crosslinktax.com
On the record
- AI document import
- CrossLink Agent Intelligence extracts information from uploaded IDs, W-2s, 1099-Ks, 1099-Rs, and SSA-1099s into tax returns.crosslinktax.com · read 9 Oct 2026
- Business licensing
- CrossLink Business requires an active CrossLink 1040 license.crosslinktax.com · read 9 Oct 2026
- Client workflow
- TaxPass lets clients share documents and information through a mobile experience, and Remote Signature enables remote signing.crosslinktax.com · read 9 Oct 2026
- Communication
- TextLink Plus supports unlimited texts, with each conversation connected to the client’s tax return.crosslinktax.com · read 9 Oct 2026
- Desktop requirement
- CrossLink Desktop lists Windows 11 as its operating system requirement, and some peripheral features may not work on Windows 11 Home edition.crosslinktax.com · read 9 Oct 2026
- Online access
- CrossLink Online supports internet-accessible devices and platforms; the FAQ says CrossLink Desktop is not supported for macOS or iOS.crosslinktax.com · read 9 Oct 2026
- Other integrations
- CrossLink lists PayJunction payment processing, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations among its integrations.crosslinktax.com · read 9 Oct 2026
- Prior-year transfers
- Prior-year Refund Transfers are available for the current tax year and two prior years through participating financial institutions, subject to enrollment, approval, eligibility, and program requirements.crosslinktax.com · read 9 Oct 2026
- Purpose
- CrossLink provides professional tax software for tax preparers, from individual preparers to multi-office firms.crosslinktax.com · read 9 Oct 2026
- Support
- CrossLink lists technical support and personalized onboarding with its products, and says its support is available in English and Spanish.crosslinktax.com · read 9 Oct 2026
- Support limits
- CrossLink Technical Support does not provide legal or tax advice.crosslinktax.com · read 9 Oct 2026
- Tax features
- The software lists federal and state e-file, unlimited federal and state returns, 4,300 federal and state forms and schedules, and hundreds of return verifications.crosslinktax.com · read 9 Oct 2026
- Tax preparation
- CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns.crosslinktax.com · read 9 Oct 2026
- Tax research
- CrossLink Agent Intelligence provides real-time guidance for the forms being prepared and supports over 12 languages.crosslinktax.com · read 9 Oct 2026
- Zapier
- The Zapier integration connects CrossLink to thousands of apps and supports workflow triggers and actions.crosslinktax.com · read 9 Oct 2026
