CrossLink

CrossLink is used for preparing, filing, and managing professional business tax returns.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

CrossLink Overview

  • Updated December 5, 2025

CrossLink is a professional tax software designed to help tax preparers efficiently manage business and individual returns. It offers tools for preparing, filing, and tracking federal and state taxes, along with features that support compliance and accuracy.

The platform is built with scalability in mind, which makes it suitable for both small tax offices and large firms that handle high volumes of clients during tax season.

Key Features

  • Tax return preparation: Provide tools for preparing both individual (1040) and business tax returns with accuracy and compliance support.
  • Multi-user access: Allow unlimited users on one license, which makes it suitable for growing tax offices.
  • Data conversion: Support free data conversion from other tax software, which helps firms transition smoothly.
  • Document management: Include unlimited electronic document storage and archiving for easy recordkeeping and retrieval.
  • Mobile integration: Offer the TaxPass mobile app and TextLink Plus, which enable clients to send documents and communicate directly from their phones.
  • Onboarding and support: Provide personalized onboarding and ongoing technical support to help offices get set up and stay efficient.
  • Scalable plans: Offer options for both individual offices and larger service bureaus or franchises, which ensures flexibility as businesses grow.

Price

Plan Price Key Inclusions
CrossLink 1040 $1,795 USD Desktop & Online versions; unlimited users, free data conversions, unlimited 1040-series and state returns, unlimited document archive, personalized onboarding, technical support, TaxPass Mobile Site, TextLink Plus
CrossLink Business (requires 1040 license) $999 USD Desktop & Online; same inclusions as 1040 plus unlimited Business-series returns, etc.
CrossLink Franchise / Service Bureau Call for pricing Desktop & Online; includes management dashboard, cobranded options, additional pricing/custom options; price not posted

Pricing link: https://www.crosslinktax.com/pricing/

Pros

Competitor Pros of CrossLink
Drake Tax CrossLink offers strong multi-user support and centralized multi‑office management. It integrates signature pads and scanners with ease. It also provides both desktop and web-based versions with built-in mobile apps for streamlined client interaction.
TaxWise CrossLink includes powerful document syncing and mobile tools like TaxPass and TextLink Plus for efficient client communication. It supports multi-tier licensing for growing offices.
Intuit ProConnect Tax CrossLink gives firm-wide desktop and mobile access and includes tools for managing multiple offices from one license. It also integrates hardware (signature pad/scanner) for fast document capture and supports strong diagnostic tools.

Cons

Competitor Cons of CrossLink
Drake Tax CrossLink lacks a browser-based version whereas Drake offers online access. CrossLink also has no live‑chat support and limited bank product integration.
TaxWise CrossLink may have a steeper learning curve since it lacks some mobility and ease-of-use features present in TaxWise’s cloud-native design.
Intuit ProConnect Tax CrossLink misses built-in tax advisory insights and the highly extensive diagnostics (over 21,000 checks and 5,700 forms) that ProConnect provides.

Customers' Reviews From Reliable Websites

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