CrossLink
CrossLink is professional tax software for preparers, from individual practices to multi-office firms.
What CrossLink is
CrossLink is professional tax software for preparers, from individual practices to multi-office firms. CrossLink 1040 is designed for individual returns, while CrossLink Business handles complex 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. CrossLink Agent Intelligence can extract information from uploaded IDs and specified tax forms into returns, and provides real-time form guidance in over 12 languages.
Client workflow tools include TaxPass for sharing documents and information through a mobile experience, Remote Signature for remote signing, and TextLink Plus for unlimited text conversations linked to a client’s return. CrossLink also connects with Zapier and lists payment processing, bank products, tax research, and bookkeeping integrations. A free trial is available. Desktop requires Windows 11, while CrossLink Online supports internet-accessible devices and platforms. Technical support and personalized onboarding are listed, with support in English and Spanish; support does not provide legal or tax advice.
Good
- Federal and state e-file is listed
- Unlimited federal and state returns
- Free trial is available
- Online version supports internet-accessible devices
- Support is available in English and Spanish
Watch out
- CrossLink Business requires an active 1040 license
- Desktop requires Windows 11
- Desktop is not supported for macOS or iOS
- Technical support does not provide legal or tax advice
Who it suits
It suits professional tax preparers handling individual returns, business returns, or work across multiple offices. Preparers needing online access, client document sharing, or remote signatures can consider its listed web and client workflow tools.
Verdict
CrossLink covers individual and business return workflows, with e-filing, client communication, and document tools. Buyers should account for the 1040 license requirement for Business and the Windows 11 requirement for Desktop.
Plans and prices
From CrossLink's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CrossLink Business | Priced on request | Requires a CrossLink 1040 license · Unlimited preparers · Unlimited Business series returns · Unlimited state returns · Desktop or online · PPR pricing available |
| CrossLink 1040 | Priced on request | Unlimited preparers · Unlimited 1040 series returns · Unlimited state returns · Desktop or online |
| CrossLink Franchise or Service Bureau | Priced on request | Desktop or online · Management dashboard · Cobranding · Additional pricing options available · Call for pricing |
The facts
Each one read from CrossLink's own pages, with the date it was checked.
What it does
- AI document import
- CrossLink Agent Intelligence extracts information from uploaded IDs, W-2s, 1099-Ks, 1099-Rs, and SSA-1099s into tax returns.checked 9 Oct 2026
- Business licensing
- CrossLink Business requires an active CrossLink 1040 license.checked 9 Oct 2026
- Client workflow
- TaxPass lets clients share documents and information through a mobile experience, and Remote Signature enables remote signing.checked 9 Oct 2026
- Communication
- TextLink Plus supports unlimited texts, with each conversation connected to the client’s tax return.checked 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.checked 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.checked 9 Oct 2026
- Other integrations
- CrossLink lists PayJunction payment processing, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations among its integrations.checked 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.checked 9 Oct 2026
- Purpose
- CrossLink provides professional tax software for tax preparers, from individual preparers to multi-office firms.checked 9 Oct 2026
- Support
- CrossLink lists technical support and personalized onboarding with its products, and says its support is available in English and Spanish.checked 9 Oct 2026
- Support limits
- CrossLink Technical Support does not provide legal or tax advice.checked 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.checked 9 Oct 2026
- Tax preparation
- CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns.checked 9 Oct 2026
- Tax research
- CrossLink Agent Intelligence provides real-time guidance for the forms being prepared and supports over 12 languages.checked 9 Oct 2026
- Zapier
- The Zapier integration connects CrossLink to thousands of apps and supports workflow triggers and actions.checked 9 Oct 2026
The company
- Founded
- 1989checked 28 Sep 2026
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