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CrossLink

crosslinktax.com

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Spec score 8.1 #9 of 30 in Small Business Tax Software

What it 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 supports corporate and business returns and requires an active CrossLink 1040 license. The product lists federal and state e-file, unlimited federal and state returns, 4,300 federal and state forms and schedules, and hundreds of return verifications. Agent Intelligence can extract information from uploaded IDs and specified tax forms into returns, and provides guidance for forms being prepared in over 12 languages. TaxPass supports client document sharing through a mobile experience, and Remote Signature enables remote signing. TextLink Plus supports unlimited texts linked to each client's return. Integrations include Zapier, PayJunction, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping tools. CrossLink lists technical support and personalized onboarding; support is available in English and Spanish, but does not provide legal or tax advice. CrossLink 1040 costs what you agree with the maker, and CrossLink Business costs what you agree with the maker. A free trial is available.

Spec sheet

Purpose
CrossLink provides professional tax software for tax preparers, from individual preparers to multi-office firms.Read 9 Oct 2026 · crosslinktax.com
Support
CrossLink lists technical support and personalized onboarding with its products, and says its support is available in English and Spanish.Read 9 Oct 2026 · crosslinktax.com
Founded
1989Read 28 Sep 2026 · crosslinktax.com
AI document import
CrossLink Agent Intelligence extracts information from uploaded IDs, W-2s, 1099-Ks, 1099-Rs, and SSA-1099s into tax returns.Read 9 Oct 2026 · crosslinktax.com
Business licensing
CrossLink Business requires an active CrossLink 1040 license.Read 9 Oct 2026 · crosslinktax.com
Client workflow
TaxPass lets clients share documents and information through a mobile experience, and Remote Signature enables remote signing.Read 9 Oct 2026 · crosslinktax.com
Communication
TextLink Plus supports unlimited texts, with each conversation connected to the client’s tax return.Read 9 Oct 2026 · crosslinktax.com
Desktop requirement
CrossLink Desktop lists Windows 11 as its operating system requirement, and some peripheral features may not work on Windows 11 Home edition.Read 9 Oct 2026 · crosslinktax.com
Online access
CrossLink Online supports internet-accessible devices and platforms; the FAQ says CrossLink Desktop is not supported for macOS or iOS.Read 9 Oct 2026 · crosslinktax.com
Other integrations
CrossLink lists PayJunction payment processing, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations among its integrations.Read 9 Oct 2026 · crosslinktax.com
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.Read 9 Oct 2026 · crosslinktax.com
Support limits
CrossLink Technical Support does not provide legal or tax advice.Read 9 Oct 2026 · crosslinktax.com
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.Read 9 Oct 2026 · crosslinktax.com
Tax preparation
CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns.Read 9 Oct 2026 · crosslinktax.com
Tax research
CrossLink Agent Intelligence provides real-time guidance for the forms being prepared and supports over 12 languages.Read 9 Oct 2026 · crosslinktax.com
Zapier
The Zapier integration connects CrossLink to thousands of apps and supports workflow triggers and actions.Read 9 Oct 2026 · crosslinktax.com

Plans and prices

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 Read 9 Oct 2026 · crosslinktax.com
CrossLink 1040 Priced on request Unlimited preparers · Unlimited 1040 series returns · Unlimited state returns · Desktop or online Read 9 Oct 2026 · crosslinktax.com
CrossLink Franchise or Service Bureau Priced on request Call for pricing Desktop or online · Management dashboard · Cobranding · Additional pricing options available Read 9 Oct 2026 · crosslinktax.com

Every CrossLink plan and price →

Strong points and limits

Strong points

  • Federal and state e-file included
  • Unlimited federal and state returns listed
  • Agent Intelligence extracts information from specified documents
  • Free trial available
  • Support and onboarding listed in English and Spanish

Limits

  • CrossLink Business requires an active 1040 license
  • Desktop requires Windows 11
  • Technical support does not provide legal or tax advice

Who it suits

CrossLink suits tax preparers handling individual or business returns, including firms with multiple offices. Preparers should note the Windows requirement for Desktop and the license prerequisite for CrossLink Business.

Verdict

CrossLink combines individual and business tax preparation with document import, client workflow tools, and integrations. CrossLink 1040 costs what you agree with the maker; CrossLink Business costs what you agree with the maker and requires an active 1040 license.

Where Specifiction places it

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