What CrossLink Professional Tax Solutions does

CrossLink Professional Tax Solutions, LLC is a privately held US professional tax software vendor headquartered in Orlando, Florida, with a secondary office in Lathrop, California, and an operational history dating to 1989. The company builds and sells tax preparation software used by independent professional tax preparers and small-to-mid-market tax practices, with two core product lines — CrossLink 1040 for individual returns and CrossLink Business for entity returns (1120, 1120-S, 1065, 1041, 990, 706) — each offered in both a Desktop (installed) and an Online (cloud-based) edition. The platform covers 4,300+ federal and state forms and schedules and includes differentiated workflow features such as Point-and-Shoot Error Correction™, Tax Vision Assist OCR-based document import, Remote Signature, TextLink Plus SMS, TaxPass Mobile for client data collection, and a Zapier integration connecting to 7,000+ applications.

The business operates a hybrid go-to-market combining direct sales with a Service Bureau and franchise white-label channel (preferred partner for Latin Tax Pro; further expanded through the 2023 acquisition of uTax Software). Revenue is generated through annual software subscriptions (published at $1,795 for CrossLink 1040 and $999 for CrossLink Business), transaction fees on integrated bank products (Refund Transfers and Refund Advances through SBTPG, Refund Advantage, Republic Refund, and Refundo), and ancillary services such as Audit Allies and iPROTECT that preparers can mark up and resell. CrossLink has pursued a disciplined inorganic growth strategy, completing four acquisitions since 2019 (Tax Tech, TaxPro Alliance, Audit Allies, uTax Software) while remaining privately held with no disclosed external funding.

Name

CrossLink Professional Tax Solutions

Legal name

CrossLink Professional Tax Solutions, LLC

Website

http://www.crosslinktax.com/

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Professional Tax Preparation Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industries

Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Refund Anticipation Loans (RAL) & Tax Advance Credit (FSAKAMAH)

Keywords

• Professional tax software
• Tax preparation solutions
• 1040 tax software
• Business tax returns
• E-filing software

Headquarters

HQ city

Tracy

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licenses (Subscription): Annual subscription fees for CrossLink 1040 ($1,795) and CrossLink Business ($999) software licenses. Both desktop and online versions available with unlimited preparers and returns included.
2. Bank Product Fees: Revenue generated from integrated bank products including Refund Transfers and Refund Advances. Preparers can earn e-file fees on both bank product and non-bank product returns, plus ERO add-on fees.
3. Service Bureau Licensing: Service Bureaus and franchises pay for the right to white-label CrossLink software, resell to their network of tax offices, and set their own pricing and fees.
4. Ancillary Services Revenue: Revenue opportunities including Audit Allies (audit assistance), iPROTECT (identity theft monitoring), and Remote Signature services that preparers can offer to clients for additional fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

CrossLink Professional Tax Solutions develops and licenses professional tax preparation software used by tax preparers to prepare and e-file individual (1040) and business (1120, 1065, 1041, 990, etc.) tax returns. The platform is offered in Desktop and Online (cloud) versions under annual subscriptions, and includes an integrated suite of revenue-generating tools (bank products, audit assistance, identity protection), client communication features (SMS, remote signature, mobile document upload), and white-label options for Service Bureaus and franchisees.

Product overview

CrossLink Professional Tax Solutions is a unified professional tax software platform serving tax professionals since 1989. The core offering consists of CrossLink 1040 (individual tax preparation) and CrossLink Business (complex business returns), each available in both Desktop and Online versions. Both products integrate with revenue-generating add-on services including Audit Allies (audit assistance) and iPROTECT (identity protection), plus operational features like Tax Vision Assist (OCR document import), Remote Signature, Document Archive, and TextLink Plus. The Franchise/Service Bureau module enables white-labeling for resellers. The ecosystem is complemented by the CrossLink Rewards loyalty program and TaxPass mobile app for client data collection.

Differentiator

Problem solved

Functional benefit

Brands

• TaxPro Alliance: Tax professional services and alliance network acquired in 2022
• Audit Allies

Products and services

• CrossLink 1040 Professional tax preparation software for individual and small business returns, available in Desktop and Online (cloud-based) versions, supporting 1040, 1040-NR, and 1040-SS returns with features such as Work-in-Progress dashboard, Point-and-Shoot Error Correction, multiple input modes, and real-time IRS e-filing. Includes unlimited preparers, unlimited state returns, unlimited document archive, onboarding, technical support, TaxPass Mobile, and TextLink Plus. Priced at $1,795/year.
• CrossLink Business
• CrossLink Online
• CrossLink Desktop Downloadable, desktop-installed professional tax software designed for high-volume tax businesses, offering reliable, high-speed performance for preparers working in a single location.
• CrossLink Franchise / Service Bureau White-label software solution for franchise owners and Service Bureau models, featuring a management dashboard, cobranding capabilities, and flexible pricing options so resellers can set their own pricing, support a network of tax offices, and build independent brands. Pricing is quote-based under multi-year contracts.
• Audit Allies Audit assistance service that tax professionals can offer to clients, with industry-leading incentives and optional markups; enrolled members receive the Certified Audit Ally Badge. Acquired by CrossLink in July 2022.
• iPROTECT Identity theft monitoring protection service for tax clients, with flexible markups that tax professionals can control while offering trusted identity protection as a per-client add-on.
• CrossLink Rewards Badge-based rewards program recognizing tax professional excellence through engagement with CrossLink. Badges can be displayed on websites, email signatures, and social media to showcase credibility.
• TaxPass Mobile App Mobile application enabling clients to submit documents and relevant tax data directly to their tax professional, with automatic upload into auto-generated tax returns.

Quantifiable outcome

• Refunds typically fund within 21 days after IRS accepts the return
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability2 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered flagship and core.

• Association of Black Tax Professionals (ABTP)flagshipGTM or Marketing Partner · 21 May 2025CrossLink was named the Preferred Tax Software Provider of the Association of Black Tax Professionals in May 2025. This partnership aligns CrossLink's commitment to provide best-in-class professional tax software with ABTP's mission to meet the needs of millions of taxpayers seeking quality professional tax services.
• uTax Software, LLCcoreStrategic or Co-development Partner · 7 July 2023CrossLink acquired uTax Software, LLC in July 2023. uTax was a leading Service Bureau in the tax preparation market. The acquisition aimed to leverage uTax's tools and resources to benefit professional tax preparers and expand CrossLink's market presence.
• TaxProFirm, LLC (TaxPro Alliance)coreStrategic or Co-development Partner · 5 July 2022CrossLink acquired TaxProFirm, LLC (TaxPro Alliance) in July 2022. The acquisition added TaxPro Alliance to the CrossLink family, enhancing service offerings to professional tax preparers.
• Audit Allies Association, Inc. (Audit Allies)coreStrategic or Co-development Partner · 5 July 2022CrossLink acquired Audit Allies Association, Inc. in July 2022. Audit Allies provides audit assistance to tax clients and offers identity protection services. The acquisition integrated these offerings into CrossLink's revenue opportunity ecosystem.
• Tax Tech, Inc. (TTI)coreStrategic or Co-development Partner · 25 February 2019CrossLink acquired Tax Tech, Inc. (TTI) in February 2019, expanding its technology portfolio and market reach in the professional tax software space.
• Latin Tax ProcoreGTM or Marketing PartnerCrossLink is the preferred Service Bureau solution for Latin Tax Pro, supporting their network of tax professionals serving the Latinx community.
• SBTPG (Santa Barbara Tax Products Group)coreTechnology or IntegrationSBTPG is an integrated banking partner enabling refund transfers and advance products for CrossLink customers. Their seamless integration streamlines payment and refund processes.
• Refund AdvantagecoreTechnology or IntegrationRefund Advantage is an integrated banking partner providing refund transfer products for CrossLink tax professionals and their clients.
• Republic RefundcoreTechnology or IntegrationRepublic Refund is an integrated banking partner offering refund transfer solutions integrated with CrossLink software.
• RefundocoreTechnology or IntegrationRefundo is an integrated banking partner providing refund transfer and related financial products through the CrossLink platform.
• ZapiercoreTechnology or IntegrationZapier integration enables CrossLink users to connect with over 7,000 applications, creating automated workflows that sync data, organize client information, and streamline communications across platforms.
• PayJunctioncoreTechnology or IntegrationPayJunction integration provides secure, flexible payment processing for CrossLink users, enabling clients to pay quickly and securely while strengthening client satisfaction and loyalty.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• H&R Block Premium & Business: H&R Block is a national consumer tax preparation brand that also offers professional tax software and franchise infrastructure. Its scale, retail footprint, and DIY brand compete broadly with CrossLink's SMB preparer and franchise value proposition.
• Jackson Hewitt Professional: Jackson Hewitt operates a franchise-based tax preparation model with proprietary professional software, competing with CrossLink for franchise operators, seasonal preparers, and refund-transfer-driven retail tax offices.

Direct peers

• TaxSlayer Pro: TaxSlayer Pro is a professional tax software offering competitive pricing for 1040 and business returns aimed squarely at independent preparers, closely overlapping CrossLink's target customer and feature set.
• Drake Software: Drake Software is one of the most direct competitors to CrossLink in the U.S. professional tax preparation software market, offering Drake Tax for 1040 and business returns with comparable form coverage, bank product integrations, and Service Bureau programs for independent tax preparers.
• TaxAct Professional: TaxAct's professional edition (formerly from 1040.com) directly competes with CrossLink 1040 for independent tax preparers and small firms. Both are positioned as cost-effective alternatives to Intuit and Drake.
• Thomson Reuters UltraTax CS: UltraTax CS is a high-end professional tax preparation suite targeted at CPA firms, parallel to CrossLink Business in focus on complex 1120/1065/1041 returns and integrations across Thomson Reuters' broader tax workflow.
• Wolters Kluwer TaxWise: TaxWise, owned by Wolters Kluwer, serves independent tax preparers with desktop and online professional tax software at price points comparable to CrossLink. Both target the same independent CPA/EA/seasonal preparer customer base.
• Intuit ProConnect Tax Online: Intuit's ProConnect Tax Online is a leading cloud-native professional tax software used by accountants and enrolled agents. It competes head-to-head with CrossLink Online, with the added advantage of deep QuickBooks integration and Intuit's scale and ecosystem.

Emerging players

• Canopy Practice Management: Canopy is a practice management and workflow platform for accounting and tax firms that increasingly integrates with tax prep software like CrossLink. It is comparable as a complementary tool in the same professional tax preparer ecosystem.

Others

• SBTPG (Santa Barbara Tax Products Group): SBTPG is a bank-product partner integrated with CrossLink for refund transfers and refund advances, not a competitor. They are relevant as a comparable ecosystem enabler in the refund-transfer and tax-advance credit space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CrossLinkTax
• YouTubeyoutube.com/user/CrossLinkTax
• Facebookfacebook.com/CrossLinkTax
• LinkedInlinkedin.com/company/petz-enterprises
• TikToktiktok.com/@crosslinktax

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CrossLink Professional Tax Solutions