CrossLink Professional Tax

CrossLink Professional Tax is a tax preparation platform designed for tax businesses and service bureaus that process large volumes of returns across multiple offices. It provides high-speed e-filing, integrated bank products (refund transfers and advances), and centralized office management tools.

Firms and franchise operators use CrossLink for its multi-office architecture — administrators can monitor production metrics, control user access, and manage configurations across all locations from a central dashboard. Bank product integrations are a core feature, making it particularly common among seasonal tax preparation businesses and storefront tax offices.

The software supports individual and business returns with e-filing to federal and state agencies. It is best suited for high-volume tax preparation businesses, service bureaus, and multi-location operations where throughput tracking and bank product access are priorities. Traditional accounting firms focused on advisory work typically use other platforms.