1Prior-year Refund Transfers are available through participating financial institutions and are subject to enrollment, approval, eligibility, and program requirements.
1Prior-year Refund Transfers are only available through participating banking partners.
Tax Vision Assist brings powerful automation and real-time guidance directly into your tax preparation workflow. Instantly turn tax documents into return data, get helpful insights as you prepare, and move through every return with greater speed and confidence.
Tax Vision Assist uses advanced technology to instantly read key tax documents and automatically import the data into a return. Simply upload the document – Tax Vision Assist extracts the information and places it exactly where it belongs.
Works with:
IDs • Form W-2 • Form 1099-K • Form 1099-R • Form SSA-1099
Tax Vision Assist now goes beyond data entry by providing real-time guidance for the forms you’re working on.
As you prepare a return, Tax Vision Assist delivers helpful insights directly within the software – so you always know what to do next.
Multilingual Support:
Support in over 12 languages
Connect to thousands of apps to automate your workflows and make your daily operations smoother than ever.
By simplifying client communication and document collection, TaxPass helps tax professionals create a more efficient workflow while keeping returns moving forward.
By keeping important files connected to the client’s return, it reduces time spent searching for documents and helps create a more organized, efficient workflow.
Remote Signature
Remote Signature request sent to client.
Remote Signature request received.
Send client’s tax return for processing.
Easily send and receive unlimited texts through the CrossLink Tax Tech Solutions Software, with every conversation seamlessly connected to the client’s tax return.
Thank You for the requested document! This helped your result!
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“I have been using CrossLink Tax Tech Solutions for the past 10 years. The software is very user friendly, and the customer service and technical support are exceptional.”
CrossLink Tax Tech Solutions Rewards
With CrossLink Tax Tech Solutions Rewards, your professionalism earns the spotlight it deserves.
