CrossLink review
A broad tax-office platform with strong workflow tools, but a high paid entry point.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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, and other business entities. The product is available in desktop and online versions, with hosted options, and supports web and Windows environments. Its workflow covers federal and state e-filing, document collection, archiving, remote signatures, client messaging, return verification, and error correction.
Pricing is organized around three offerings. CrossLink 1040 includes unlimited preparers, unlimited 1040-series returns, unlimited state returns, unlimited document archive, and technical support; the published starting price is 1795. CrossLink Business adds unlimited business-series returns and requires a CrossLink 1040 license. CrossLink Franchise or Service Bureau adds a management dashboard and cobranding, alongside desktop and online versions. There is no free plan, so the product is aimed at professional operations rather than occasional individual filers. Tax offices should compare the license structure with their mix of individual and business work before choosing a tier.
The strongest case for CrossLink is its connected client workflow. TaxPass supports mobile document and data collection, OCR imports tax-document data, Remote Signature Service handles signatures, and Integrated TextLink supports client messaging. Zapier, PayJunction, and bank product partner integrations extend its ecosystem. These capabilities make it a fit for offices that want preparation, document handling, communication, and verification in one system. Smaller preparers seeking a low-cost or free filing tool should look elsewhere, while multi-preparer offices, service bureaus, and franchise operations have more reason to consider it.
CrossLink pros and cons
- 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
CrossLink fact sheet, pricing and score →
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