CrossLink

6.7easy start · #18of 34
in Tax Preparation Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workyes

Runs on iOS, Web, Windows.

CrossLink is ranked #18 of 34 in tax preparation software on The Geeks Club. It runs on iOS, Web, Windows. There is no free plan. A free trial is offered.

CrossLink plans and pricing

All plans

CrossLink Business $999 Requires a CrossLink 1040 license · Unlimited preparers · Unlimited Business series returns · Unlimited state returns · Desktop or online · PPR pricing available crosslinktax.com · 9 Oct 2026

CrossLink 1040 $1,795 Unlimited preparers · Unlimited 1040 series returns · Unlimited state returns · Desktop or online crosslinktax.com · 9 Oct 2026

CrossLink Franchise or Service Bureau Call for pricing Desktop or online · Management dashboard · Cobranding · Additional pricing options available crosslinktax.com · 9 Oct 2026

Compared on tax preparation software

Free plan: No

Best CrossLink alternatives

See all 20

WISO Steuer Lesson 18.0 1040.com Lesson 27.5 TaxAct Lesson 37.2 ClearTax Lesson 47.1 H&R Block Online Lesson 57.1 StudioTax Lesson 67.1

The record

Purpose: CrossLink provides professional tax software for tax preparers, from individual preparers to multi-office firms.
Tax preparation: CrossLink 1040 is designed for individual returns, while CrossLink Business supports complex corporate and business returns.
AI document import: CrossLink Agent Intelligence extracts information from uploaded IDs, W-2s, 1099-Ks, 1099-Rs, and SSA-1099s into tax returns.
Tax research: CrossLink Agent Intelligence provides real-time guidance for the forms being prepared and supports over 12 languages.
Zapier: The Zapier integration connects CrossLink to thousands of apps and supports workflow triggers and actions.
Other integrations: CrossLink lists PayJunction payment processing, bank products, TheTaxBook WebLibrary, and accounting or bookkeeping integrations among its integrations.
Client workflow: TaxPass lets clients share documents and information through a mobile experience, and Remote Signature enables remote signing.
Communication: TextLink Plus supports unlimited texts, with each conversation connected to the client’s tax return.
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.
Desktop requirement: CrossLink Desktop lists Windows 11 as its operating system requirement, and some peripheral features may not work on Windows 11 Home edition.
Online access: CrossLink Online supports internet-accessible devices and platforms; the FAQ says CrossLink Desktop is not supported for macOS or iOS.
Support: CrossLink lists technical support and personalized onboarding with its products, and says its support is available in English and Spanish.
Support limits: CrossLink Technical Support does not provide legal or tax advice.
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.

Where it ranks on The Geeks Club

Best Tax Preparation Software in 2026#18 of 34
Best Small Business Tax Software in 2026#13 of 29

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Sources

crosslinktax.com/who-we-are/· checked 9 Oct 2026
crosslinktax.com/pricing/· checked 9 Oct 2026
crosslinktax.com· checked 9 Oct 2026
crosslinktax.com/integrations/· checked 9 Oct 2026
crosslinktax.com/features/· checked 9 Oct 2026
crosslinktax.com/faq/· checked 9 Oct 2026
crosslinktax.com/products/· checked 9 Oct 2026