8

CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Page 1: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,
Page 2: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

www.CrossLinkTax.com/demo

Download your FREECrossLink 1040 Demo today!

Page 3: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

Whether you are a single office or a multi-site operation, your needs as a high-volume retail tax business are unique and we understand and applaud that.

Financial ProductsIndustry Leading RebatesDedicated Account TeamsPre-Season Software Training

Professional Tax Software for High-Volume Retail Tax Businesses

Page 4: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

Whether you have a single-office or manage a large multi-site tax operation you can be sure that CrossLink has the solution you need to ensure the success of your business.

Seamless SetupIncludes all CrossLink FormsIncludes all States

Tax Office Solutions

Online SolutionsCrossLink Online is a complete tax preparation solution that is both robust AND easy to learn and grows with you and your business.

Desktop SolutionsCrossLink 1040 is the industry’s leading desktop tax software solution for high-volume retail tax businesses.

Paperless Office included at no additional chargeQuick & easy updatesCustomizable reports

Page 5: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

Service Bureaus have a unique set of needs and CrossLink has been at the forefront in ensuring Service Bureaus have both the technology and revenue solutions they require.

Co-branding Industry-leading rebates Visibility and control of remote offices Ability to monitor tax office productivity Dedicated Account Team

Service Bureau Solutions

Page 6: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

CrossLink Management DashboardThe CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over, and visibility into, each sub-site within their multi-office tax preparation organization.

Set-up transmit and feeder sitesAbility to view and manage tax returns and source documents Group and User ReportingFinancial Totals Report Daily Activity Reports … and much more

Industry Leading Innovation

Page 7: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

CrossLink Mobile AppsFree access to a Taxpayer mobile app for your clients as well as an ERO app for managing your tax offices. These apps work directly with one another to provide you and your taxpayers with an unparalleled customer experience.

Industry Leading Innovation

Paperless Office

Electronic Signature PadsScan & StoreDocument Storage

CrossLink Remote SignatureNow your clients can sign their documents anywhere and anytime via an electronic signature.

With their home computerWith their smartphoneWith a tablet or other mobile devices

Paperless Office

Page 8: CrossLink Brochure 2018 WEB Brochu… · CrossLink Management Dashboard The CrossLink Management Dashboard allows CrossLink Professional Tax Software customers complete control over,

[email protected]

Facebook.com/CrossLinkTax

Twitter.com/CrossLinkTax

CrossLinkTax.blogspot.com

YouTube.com/CrossLinkTax

Contact Information