Document management
Keep scanned documents and signed files close to the tax return, with access from within the software.
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Crosslink
A closer look at
your next workflow.
Explore the Crosslink tools for tax preparation, document management, and working with your clients.
Crosslink desktop
From documents
to the finished return.
Discover software tools for your tax business, including document management and signature features.
- Built-in document manager
- Electronic signature tools
- Handheld scanner integration
Inside the workflow
Tools worth exploring.
Remote signatures
Explore options for clients to review and sign their documents from a mobile device.
Scan & store
See how handheld scanning fits into document collection and storage.
Learn at your pace
Browse the existing Crosslink training library for walkthroughs and demonstrations.
Watch Crosslink training →Let’s talk about your next season.
Tell us about your practice. We’ll help you explore your options.