Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Establish various communities and groups, develop business applications, collaborate with contractors and clients, and facilitate networking among different businesses, all within a single platform. You have the freedom to create an unlimited number of groups and applications, allowing for interlinking across different apps either within the same group or across multiple groups. The homepage acts as your social connection, enabling anyone who follows you to view your posts and offerings. If you prefer to have a mix of access levels, you can designate certain users as 'Lite members' who will have restricted visibility, allowing them to engage only in threads while keeping applications and related discussions hidden from them. This flexible structure promotes effective communication and collaboration tailored to your needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
Google Calendar No 
Google Drive No 
Microsoft 365 No 
PayJunction Yes 
Stripe No 
TaxDome Yes 
UltimateTax Yes 

Integrations

Dropbox Yes 
Google Calendar Yes 
Google Drive Yes 
Microsoft 365 Yes 
PayJunction No 
Stripe Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CrossLink Professional Tax Solutions

Founded

1974

Country

United States

Website

www.crosslinktax.com

Vendor Details

Company Name

Voxxi

Country

Australia

Website

voxxi.io

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

Community

Content Management No 
Content Moderation No 
Discussions / Forums No 
Event Management No 
Group Management No 
Ideation / Crowdsourcing No 
Member Directory No 
Membership Management No 
Social Media Management No 
Website Management No 
White Label No 

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