Crosslink Professional Tax Solutions, LLC

Crosslink Professional Tax Solutions, LLC provides specialized tax preparation software designed to meet the needs of tax professionals, including firms of various sizes and service bureaus. Founded in 1974 and headquartered in Tracy, US, Crosslink Professional Tax Solutions, LLC focuses on delivering tailored tax preparation solutions. CEO Rey Sbrilli leads the company, which underwent an acquisition by LNC Partners on February 27, 2018. The company has completed one major deal to date.

CrossLink specializes in professional tax preparation software tailored to meet the diverse needs of tax professionals, ranging from single offices to multi-office setups, franchises, and service bureaus. Their core offerings include solutions for both 1040 and business tax returns, enabling users to efficiently manage their tax preparation processes. The software integrates with thousands of applications, allowing for workflow automation that enhances daily operations for tax preparers. This is particularly valuable for tax professionals looking to streamline operations and improve client service.

CrossLink's products are marketed primarily in the United States, catering to individual tax preparers and businesses that require reliable and efficient tax solutions. CrossLink generates revenue through a subscription-based model, where tax professionals pay for access to their software services. The transactions usually involve annual subscriptions for their tax preparation software, which may include additional fees for specific features or integrations with third-party applications. Pricing plans are structured to accommodate various user needs, ensuring accessibility for different types of clients, from small independent tax preparers to larger franchises.

The company positions its flagship software as a comprehensive solution that not only simplifies tax preparation but also enhances overall business efficiency, making it a preferred choice among tax professionals in the competitive market. Crosslink Professional Tax Solutions, LLC plans to introduce new software products designed for enhanced user experience and operational efficiency by the end of 2023. The company aims to expand its reach into new geographic regions, specifically targeting the Midwestern and Southeastern United States over the next two years. Recent funding from the acquisition by LNC Partners in February 2018 will support these initiatives, enabling Crosslink to invest in product development and market expansion.