uTax Software
uTax Software, operating as CrossLink Tax Tech Solutions, provides integrated tax preparation software with e-signature, document archiving, and SMS modules to professional tax preparers and tax firms in the United States, supplemented by an in-house Service Bureau for outsourced tax processing.
- Company typePrivate
- Founded2012
- HeadquartersEl Paso, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What uTax Software does
uTax Software, operating as CrossLink Tax Tech Solutions, is a private El Paso, Texas-based company that provides tax preparation software and supporting services to professional tax preparers, tax firms, and accounting professionals in the United States. Founded in 2012 and organized as CrossLink Tax Tech Solutions, LLC, the company has 11-50 employees and operates primarily under the crosslinktaxtech.com domain.
The company's core product is an integrated tax software platform that combines preparation functionality with three marketed add-on modules: Remote Signature (client e-signature with revenue-sharing economics), Document Archive (secure cloud-based document storage), and TextLink Plus (SMS client communication tied directly to specific client tax returns). The platform is built on cloud-based workflow automation and integrates natively with Zapier, enabling tax professionals to connect the software to CRM systems, email clients, Slack, and thousands of other applications. The company also operates CrossLink University and a Knowledge Base for customer training and support.
Revenue is generated through two primary streams: software subscriptions paid by tax professionals for access to the platform and its add-on modules, and professional services revenue from an in-house Service Bureau that performs tax processing for end-clients who prefer outsourced fulfillment. Distribution is direct-sales led, combining demo-based selling with free trial options, supported by inside sales (phone and email) and a multi-channel marketing presence across social media, webinars, and industry events. Pricing is quote-based rather than publicly disclosed. The company maintains a 4.7/5 star average customer rating as of February 2025.
uTax Software firmographics
Firmographics- Name
- uTax Software
- Legal name
- CrossLink Tax Tech Solutions, LLC
- Website
- https://utaxsoftware.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- uTax Software, operating as CrossLink Tax Tech Solutions, provides integrated tax preparation software with e-signature, document archiving, and SMS modules to professional tax preparers and tax firms in the United States, supplemented by an in-house Service Bureau for outsourced tax processing.
- Ownership category
- akta.pro rank
uTax Software industry classification
Industry- Product category
- Tax Preparation Software
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)
- akta.pro secondary industry
- Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)
Keywords
Where uTax Software is headquartered
LocationHeadquarters
- HQ city
- El Paso
- HQ country
- United States
- HQ region
- North America
Markets served
uTax Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: Tax professionals pay for access to the CrossLink Tax Tech Solutions software platform, which includes integrated revenue opportunities. The subscription model provides ongoing access to software updates, integrations, and features like Remote Signature, Document Archive, and TextLink Plus.
- Service Bureau: The company operates a Service Bureau option, providing tax processing services to tax professionals who prefer outsourced capabilities rather than operating the software themselves.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing for tax professionals |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
uTax Software product offering
Product offeringCore offering
uTax Software, operating as CrossLink Tax Tech Solutions, provides cloud-based tax preparation and practice management software to tax professionals and accounting firms. The platform integrates tax return preparation with remote e-signature, secure document archiving, SMS-based client communication, and Zapier-powered workflow automation. The company also offers a Service Bureau option that delivers outsourced tax processing services for professionals who prefer not to operate the software themselves.
Product overview
CrossLink Tax Tech Solutions provides a unified tax software platform for tax professionals, combining core tax preparation functionality with integrated revenue and workflow tools. The software integrates Remote Signature (for client e-signatures and additional revenue generation), Document Archive (secure document storage), and TextLink Plus (SMS client communication), all within a single platform connected to CRM and business tools via Zapier integration.
Differentiator
Problem solved
Functional benefit
Brands
- TextLink Plus: Unlimited text messaging feature within the CrossLink Tax Tech Solutions Software, with conversations connected to client tax returns.
- Remote Signature
- Document Archive
Products and services
- CrossLink Tax Tech Solutions Software Integrated cloud-based tax preparation and practice management platform for tax professionals and accounting firms, combining return preparation with remote e-signature, document archiving, SMS client communication, and Zapier-based workflow automation across CRM, email, and Slack.
Quantifiable outcome
- Time savings through automated workflows and eliminated manual tasks
- +2 more outcomes
Companies that use uTax Software
Customer profileSegments1 record
Ideal customer profiles1 record
uTax Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature4 records
uTax Software partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ZapiercoreZapier integration enables CrossLink Tax Tech Solutions to connect with thousands of applications, allowing tax professionals to automate workflows between their CRM, email clients, Slack, and other business tools. This partnership provides interoperability and workflow automation capabilities central to the product's value proposition.
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
uTax Software competitors and assessment
Company assessmentDirect peers
- Intuit ProConnect Tax Online: Intuit's professional tax preparation suite targeting CPAs, EAs, and tax firms. Direct head-to-head competitor to CTTS for the professional preparer segment, with broader product portfolio and significantly larger R&D and marketing budget.
- Drake Software: Long-established tax preparation software for individual and business returns used by professional preparers. Directly competes with CTTS in the tax professional segment, with comparable pricing and broad form coverage.
- TaxAct Professional: Professional-grade tax preparation software from TaxAct targeting small firms and solo practitioners. Comparable pricing tier and feature scope to CTTS, with growing investment in workflow automation.
- TaxSlayer Pro: Professional tax software used by tax preparers, with comparable subscription pricing and feature set including e-file and client communication. Directly targets the same small/mid-market tax professional segment as CTTS.
Broad incumbents
- Wolters Kluwer Tax & Accounting (CCH Axcess): Enterprise tax preparation and compliance suite used by larger firms and corporations. Overlaps with CTTS on professional tax prep but extends into audit, international tax, and firm management for enterprise customers.
- Thomson Reuters ONESOURCE: Global corporate tax compliance and provision platform serving large enterprises and accounting firms. A broader incumbent that competes with CTTS at the upper end of the professional market.
- H&R Block Premium & Business: National tax preparation brand offering professional software and franchise tax preparation services. Overlaps with CTTS in the tax professional tools space and competes for the same end-client relationships.
- Jackson Hewitt Professional: Large tax preparation franchise network with proprietary professional software used by its franchisees. Competes with CTTS for independent preparers considering franchise affiliations or alternative professional tools.
- Liberty Tax Service: Franchised tax preparation brand with internal professional software tools. Adjacent incumbent that competes for the same small-firm and franchise tax professional customer base as CTTS.
Emerging players
- Cash App Taxes (Block, formerly Credit Karma Tax): Free consumer-focused tax filing product from Block. While aimed at end consumers, its emergence as a free alternative influences pricing pressure and consumer behavior that indirectly affects demand for paid professional preparation tools CTTS enables.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
uTax Software social profiles
Digital presenceuTax Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
uTax Software leadership team
Management profileNumber of profiles
uTax Software funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
uTax Software M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about uTax Software
What does uTax Software do?
uTax Software, operating as CrossLink Tax Tech Solutions, provides cloud-based tax preparation and practice management software to tax professionals and accounting firms. The platform integrates tax return preparation with remote e-signature, secure document archiving, SMS-based client communication, and Zapier-powered workflow automation. The company also offers a Service Bureau option that delivers outsourced tax processing services for professionals who prefer not to operate the software themselves.
Is uTax Software a public or private company?
uTax Software is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was uTax Software founded?
uTax Software was founded in 2012. It employs 11 to 50 people.
Where is uTax Software based?
uTax Software is headquartered in El Paso, United States, in the North America region.
How does uTax Software make money?
Two revenue lines are on record. Software Subscriptions are the primary driver. The others are service Bureau.
Who are uTax Software's main competitors?
Direct peers on record are Intuit ProConnect Tax Online, Drake Software, TaxAct Professional and TaxSlayer Pro. Broad incumbents are Wolters Kluwer Tax & Accounting (CCH Axcess), Thomson Reuters ONESOURCE, H&R Block Premium & Business, Jackson Hewitt Professional and Liberty Tax Service. Cash App Taxes (Block, formerly Credit Karma Tax) is listed as an emerging player.
Does uTax Software have an API?
No public API is recorded for uTax Software.
What industry is uTax Software in?
uTax Software's product category is Tax Preparation Software. Its primary akta.pro industry code is BPAIADAO, Revenue Systems, E-Filing & Digital Tax Administration, with a secondary code of HSAFAEAG, Tax & Financial Document Preparation Organization (Non-Advisory). Its NAICS code is 54121 and its SIC code is 7371.