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Description
At CrossLink (CPTS), our mission is to create tax solutions tailored to your needs, empowering you to effectively assist the taxpayers in your area. We offer solutions designed to enhance your success, providing both online and desktop-based options to accommodate mobile, remote preparers, and tax professionals operating in an office setting. Our commitment is to develop the product that meets your specific requirements. Each year, we gather numerous customer suggestions and integrate them into our software, recognizing that you understand the needs of your community and business better than anyone. With cutting-edge features like Point-and-Shoot Error Correction™, the unique TextLink™ integrated messaging system, and support for electronic signature pads and handheld W-2 barcode scanners, users of CrossLink 1040 software can efficiently and accurately process tax returns, ensuring a smoother workflow. Our dedication to listening to our customers ensures we remain at the forefront of the ever-evolving tax landscape.
Description
Q-Law is a robust solution crafted to assist with every facet of practice management, and below is an overview of some of its standout features. For a more thorough examination of the software's capabilities, please refer to the Detailed Description section. Each work case can accommodate an unlimited number of contacts, which are systematically organized using a relationship table and categorized by types such as employers, attorneys, and insurance carriers. The software boasts a comprehensive yet user-friendly notation system that includes various types of notes, such as activity, docket, and emergency notes. It also features an advanced system-wide search function that allows for detailed query searches. Additionally, the platform offers specialized templates tailored for different case types, enhancing its versatility. Users can benefit from the ability to cross-link and cross-reference multiple related cases, ensuring a high level of connectivity between them. Detailed tracking capabilities are available, allowing users to monitor the who, what, when, and how of case management, while the comprehensive history tracking feature logs all modifications made to contact information. To facilitate desk work, the system incorporates a tickler system, internal email (LAN-email), a to-do list, and docket entries, all designed to streamline workload management and improve overall efficiency. With these features, Q-Law not only simplifies practice management but also enhances productivity within legal environments.
API Access
Has API
No
API Access
Has API
No
Integrations
PayJunction
No
TaxDome
No
UltimateTax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CrossLink Professional Tax Solutions
Founded
1974
Country
United States
Website
www.crosslinktax.com
Vendor Details
Company Name
Vertican
Website
www.vertican.com/q-law/
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
Yes
Document Management
Yes
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
Yes
Trust Accounting
Yes
