Stop clicking around the software trying to figure out what comes next.

The CrossLink Software Training Manual is a practical, step-by-step resource designed to help tax professionals become more comfortable navigating CrossLink and completing common tasks inside the software.

Whether you're learning CrossLink for the first time, training for the upcoming tax season, or simply need a resource you can reference while working, this manual walks you through key functions of the software in an easy-to-follow format.

The guide combines instructions with software visuals to help you see where to go and what to do as you work through the tax preparation process.

What’s Covered

Inside the CrossLink Software Training Manual, you'll learn about:

Bank products and bank compliance
CrossLink software and its components
Preparing a personal tax return
Starting a new return
Adding forms to a return
Changing or updating billing
Adding bank products
Sending signature pages
Reviewing a completed return
Submitting a return
Texting clients through the software
Retrieving clients from the mobile app

These are core functions tax professionals may use throughout the preparation and filing process.

Who Is This For?

This manual is ideal for:

New tax preparers learning CrossLink
Experienced preparers transitioning to CrossLink
EROs who need an additional training resource for their team
Tax office owners onboarding new preparers
Preparers who want a reference guide available during tax season
Tax professionals who learn better with visual, step-by-step instructions

What You’ll Receive

Your purchase includes:

CrossLink Software Training Manual
Digital PDF format
Step-by-step software instructions
Visual examples and screenshots
A resource you can reference throughout your software training and tax season

Important Information

This is a digital product. No physical product will be shipped.

Software platforms, screens, features, and functionality may change over time. This manual is intended as a supplemental training and reference resource and should not replace current instructions, updates, or guidance provided directly by the software provider.

This product is for the purchaser's individual use only and may not be copied, reproduced, resold, redistributed, uploaded, shared, or provided to other individuals or tax offices.

If you're an ERO looking to train your entire team, check out our Train Your Team service for private tax office software training.

Due to the digital nature of this product and immediate access to the downloadable materials, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.