TaxWise® & CrossLink® partner
Get your tax office live in 48 hours
White-glove onboarding onto TaxWise® and CrossLink®, plus bank enablement your team can run all season.
TaxWise® & CrossLink® partner · Bank products · Year-round human support
Onboarding that clears the runway
We configure TaxWise® or CrossLink® for your office, migrate what matters, and train your preparers so opening day is operational, not experimental.
Bank enablement without the maze
Refund transfers and related bank products set up through partner rails, with paperwork and timelines explained in plain language for owners and EFIN holders.
Mobile ops for the season grind
Keep intake and status moving when staff are away from the desk. Pair mobile workflows with your TaxWise® or CrossLink® desk so clients are not waiting on a locked office PC.
Packages built for tax offices
Transparent seasons: Web, Basic Install, Pro Install.
How it works
- Book a demo Walk through TaxWise® / CrossLink® fit, bank needs, and timeline.
- We configure White-glove setup, training, and bank enablement sequenced for your EFIN.
- Go live Most offices are filing-ready inside 48 hours after kickoff.
- Stay supported Year-round partner support when the season stretches past April.
Ready to go live this week?
Talk with ProSoft. We will map your path onto TaxWise® or CrossLink® and get bank products queued.
Book a demo. Live in 48h