CrossLink vs OLTPro

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.

OLTPro is tax preparation software for preparing and electronically filing individual and business returns. Listed individual forms include 1040, 1040NR, 1040X, and 1040SS; business support includes forms such as 1041, 1065, 1120, and 1120S, among others. Import tools cover W-2 and 1099 data, and K-1 information can be imported from business returns into individual returns. Client workflow features include a taxpayer portal, mobile apps, a document manager, organizer, client manager, e-file manager, e-signatures, and reports. The company lists federal and state e-filing, prior-year import, and bank-product integration. It describes e-filing as included with its packages. Packages include a 25-return option for $499, paid once, Web Unlimited for $849, paid once, and Desktop for $999, paid once. A free evaluation is available without a credit card, with no duration specified. The product page lists free US-based support. OLTPro is available for Android, iOS, web, and Windows.