Freedom251 › Small Business Tax Software

CrossLink

Name: CrossLink
Price: 1795 USD

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What CrossLink is

CrossLink provides professional tax preparation software for preparers ranging from individual practices to multi-office firms. CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns and requires an active CrossLink 1040 license. The software 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 real-time guidance for the forms being prepared in over 12 languages. TaxPass lets clients share documents and information through a mobile experience, and Remote Signature supports remote signing. TextLink Plus supports unlimited texts, with each conversation linked to a client tax return. CrossLink also connects to Zapier and lists PayJunction, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations. CrossLink 1040 is priced on request. CrossLink Business is priced on request and requires a 1040 license. A free trial is available. CrossLink Desktop requires Windows 11; CrossLink Online supports internet-accessible devices and platforms.

Who it suits

CrossLink suits tax preparers, from individual operators to multi-office firms, who prepare individual or business returns. Firms choosing CrossLink Business need an active CrossLink 1040 license.

What it does well

Supports federal and state e-file
Lists unlimited federal and state returns
Includes 4,300 forms and schedules
Free trial available
Technical support and onboarding are listed

What to know first

CrossLink Business requires an active 1040 license
Desktop requires Windows 11
Some peripherals may not work on Windows 11 Home
Desktop is not supported on macOS or iOS

Limits

CrossLink Business requires an active CrossLink 1040 license. CrossLink Desktop requires Windows 11, and some peripheral features may not work on Windows 11 Home edition.

Plans

Plan	Billed and limits	Price
CrossLink 1040	Unlimited preparers · Unlimited 1040 series returns · Unlimited state returns · Desktop or online	$1,795
CrossLink Business	Requires a CrossLink 1040 license · Unlimited preparers · Unlimited Business series returns · Unlimited state returns · Desktop or online · PPR pricing available	$999
CrossLink Franchise or Service Bureau	Call for pricing · Desktop or online · Management dashboard · Cobranding · Additional pricing options available	On request

As crosslinktax.com lists them, read 9 Oct 2026. The maker's own page has the final word.

Getting started

Visit https://www.crosslinktax.com/.
Choose CrossLink 1040 or, with an active 1040 license, CrossLink Business.
Use the free trial to evaluate the software.
Choose desktop or online access; desktop requires Windows 11.
Use personalized onboarding and technical support, available in English and Spanish.

Verdict

CrossLink covers individual and business tax preparation with client workflow tools, integrations, and support. Consider the Windows requirement for Desktop and the 1040 license prerequisite for Business when choosing a plan.

Questions

How much does CrossLink cost?

CrossLink 1040 is priced on request. CrossLink Business is priced on request and requires an active CrossLink 1040 license; franchise or service bureau pricing is available by calling.

Is there a free plan or trial?

There is no free plan, but a free trial is available.

Which platforms does CrossLink support?

CrossLink lists iOS, web, and Windows. CrossLink Online supports internet-accessible devices and platforms; CrossLink Desktop is not supported for macOS or iOS.

Does CrossLink include electronic filing?

Yes. It lists federal and state e-file, unlimited federal and state returns, 4,300 federal and state forms and schedules, and hundreds of return verifications.

What integrations are available?

CrossLink integrates with Zapier and lists PayJunction, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations.

What support does CrossLink provide?

CrossLink lists technical support and personalized onboarding, with support available in English and Spanish. Technical Support does not provide legal or tax advice.

Facts from CrossLink's own pages

AI document import: CrossLink Agent Intelligence extracts information from uploaded IDs, W-2s, 1099-Ks, 1099-Rs, and SSA-1099s into tax returns. · crosslinktax.com, 9 Oct 2026
Business licensing: CrossLink Business requires an active CrossLink 1040 license. · crosslinktax.com, 9 Oct 2026
Client workflow: TaxPass lets clients share documents and information through a mobile experience, and Remote Signature enables remote signing. · crosslinktax.com, 9 Oct 2026
Communication: TextLink Plus supports unlimited texts, with each conversation connected to the client’s tax return. · crosslinktax.com, 9 Oct 2026
Desktop requirement: CrossLink Desktop lists Windows 11 as its operating system requirement, and some peripheral features may not work on Windows 11 Home edition. · crosslinktax.com, 9 Oct 2026
Founded: 1989 · crosslinktax.com, 28 Sept 2026
Online access: CrossLink Online supports internet-accessible devices and platforms; the FAQ says CrossLink Desktop is not supported for macOS or iOS. · crosslinktax.com, 9 Oct 2026
Other integrations: CrossLink lists PayJunction payment processing, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations among its integrations. · crosslinktax.com, 9 Oct 2026
Prior-year transfers: Prior-year Refund Transfers are available for the current tax year and two prior years through participating financial institutions, subject to enrollment, approval, eligibility, and program requirements. · crosslinktax.com, 9 Oct 2026
Purpose: CrossLink provides professional tax software for tax preparers, from individual preparers to multi-office firms. · crosslinktax.com, 9 Oct 2026
Support: CrossLink lists technical support and personalized onboarding with its products, and says its support is available in English and Spanish. · crosslinktax.com, 9 Oct 2026
Support limits: CrossLink Technical Support does not provide legal or tax advice. · crosslinktax.com, 9 Oct 2026
Tax features: The software lists federal and state e-file, unlimited federal and state returns, 4,300 federal and state forms and schedules, and hundreds of return verifications. · crosslinktax.com, 9 Oct 2026
Tax preparation: CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns. · crosslinktax.com, 9 Oct 2026
Tax research: CrossLink Agent Intelligence provides real-time guidance for the forms being prepared and supports over 12 languages. · crosslinktax.com, 9 Oct 2026
Zapier: The Zapier integration connects CrossLink to thousands of apps and supports workflow triggers and actions. · crosslinktax.com, 9 Oct 2026