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Head-to-head · Tax Preparation Software

Wealthsimple Tax vs CrossLink

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Wealthsimple Tax #7 in Tax Preparation Software 8.5/10 Free plan Free plan✓ 0 of 5 features Try Wealthsimple Tax
CrossLink #9 in Tax Preparation Software 8.3/10 Paid ✓ 2 of 5 features Visit CrossLink

Wealthsimple Tax leads on 1 check, CrossLink on 2, and 0 are even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreWealthsimple Tax · 8.5/10
  • Free planonly Wealthsimple Tax
  • Most featuresCrossLink · 2 of 5

Wealthsimple Tax scores higher on our rubric for tax preparation software: 8.5 against 8.3 out of 10; our editors rank them #7 and #9.

Wealthsimple Tax offers free plan; CrossLink doesn't. CrossLink offers state returns; Wealthsimple Tax doesn't publish it. CrossLink offers electronic filing included; Wealthsimple Tax doesn't publish it.

Wealthsimple Tax is the better fit for free Canadian filing with expert and audit options. CrossLink is the better fit for tax offices needing document and client workflows.

  • Wealthsimple Tax fits best

    Free Canadian filing with expert and audit options

  • CrossLink fits best

    Tax offices needing document and client workflows

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Wealthsimple Tax 8.5/10 Visit ↗ CrossLink 8.3/10 Visit ↗
At a glance
Editor score 8.5 8.3
Ranking #7 in Tax Preparation Software #9 in Tax Preparation Software
Best for Free Canadian filing with expert and audit options Tax offices needing document and client workflows
Pricing model Free plan + paid Paid
Starting price Not published Not published
Free plan ✓ (best) —
Free trial — —
Deployment Cloud Cloud, Desktop, Mobile
Platforms Web Web, Windows
Support Email, Docs Email, Phone, Docs
Compliance 2FA 2FA
Integrations 2 integrations 7,000+ integrations
Built for Solo, Small business Small business, Mid-market, Enterprise
Features Wealthsimple Tax 0/5 · CrossLink 2/5
State returns Not published ✓ (best)
Amended returns Not published Not published
Self-employed support Not published Not published
Rental income support Not published Not published
Electronic filing included Not published ✓ (best)
Specs
Filer types Not published Both
Our review
Pros
  • Free Basic filing with access to all tax forms
  • Handles self-employment, investment, rental and foreign income
  • Offers audit protection and one-on-one tax expert guidance
  • Federal and state e-filing with unlimited state returns
  • OCR import, document archive, signatures, and client messaging
  • Desktop, online, and hosted options with Zapier integration
Cons
  • Available on the web only
  • The Pro plan is unavailable in Québec
  • Paid plans are needed for priority support and audit protection
  • No free plan
  • CrossLink Business requires a CrossLink 1040 license
  • Starting price is 1795
Our verdict

Wealthsimple Tax is a Canadian do-it-yourself tax-filing platform for residents with a Social Insurance Number. It supports CRA and Revenu Québec NETFILE-certified filing, slip imports, employment and self-employment income, investment and…

Read the review →

CrossLink is professional tax preparation software for tax preparers, tax offices, service bureaus, and franchise operations. It supports individual 1040-series returns and business returns, including corporations, partnerships, trusts,…

Read the review →
  1. Wealthsimple TaxTax Preparation Software 8.5Free plan
  2. CrossLinkTax Preparation Software 8.3Paid

Strengths and trade-offs

  • Wealthsimple Tax — where it wins

    • Free Basic filing with access to all tax forms
    • Handles self-employment, investment, rental and foreign income
    • Offers audit protection and one-on-one tax expert guidance

    Where it doesn't

    • Available on the web only
    • The Pro plan is unavailable in Québec
    • Paid plans are needed for priority support and audit protection
  • CrossLink — where it wins

    • Federal and state e-filing with unlimited state returns
    • OCR import, document archive, signatures, and client messaging
    • Desktop, online, and hosted options with Zapier integration

    Where it doesn't

    • No free plan
    • CrossLink Business requires a CrossLink 1040 license
    • Starting price is 1795

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update