CROSSLINK - BRANDED TAX SOFTWARE

Unlimited users

Free data conversions

Federal e-file

Unlimited federal returns

State e-file

Unlimited state returns

Desktop, Online, & Hosted software versions

Unlimited document archive

Personalized onboarding

4,300 federal and state forms and schedules

Hundreds of return verifications

Part-year and non-resident state returns

Filing status optimization

Fixed asset reports

Import 4562 assets, 8948 transactions, and trial balances

Export K-1s from pass-through to individual returns

City/local programs (KY, MI, NY, OH, OR, PA)

Multi-year comparison report (3-year)

Prior year programs

Bank product options

Audit assistance & ID theft protection

Customer portal

Remote signature service

The Tax Book Web Library

Remote invoicing with Pay junction

Zapier

TaxPass Mobile Site

Management Dashboard

Appointment calendar

Pre-season letters & organizers

Autofill employer, payer, and provider data from EIN database

Verify system

Compare to prior-year form entry

Quick link from verify to source

Tax Vision Assist on Client Data & Form W-2

Network-ready

Multi-firm support

Backup/restore

Office configuration

Tax preparer configurations

Multi-factor authentication

CRM Available

Do you have any questions before purchasing? If so, please email support@yourbrandedtaxsoftware.com