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.
ProSoft is a TaxWise® & CrossLink® partner helping tax offices go live with bank enablement and white-glove onboarding.
- TaxWise® & CrossLink® partner
- Bank-product enablement
- White-glove onboarding
- 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. Full details on the pricing page.
See which package fits your office — then go live with ProSoft.
Book a demoHow 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.
From the blog
View all postsBank Products as a Revenue Opportunity for Tax Offices
How bank products and refund transfers can add seasonal revenue without a franchise fee.
Refund Transfer Business Opportunity for Tax Preparers
What refund transfers are, who they fit, and how offices enable them with a partner.
Target Business Opportunity: Tax Offices That Want Bank Products
Why bank-ready setup is a practical growth path for independent tax offices.
Open a Tax Office in 2026: Software, EFIN & Bank-Ready Setup
A practical checklist for opening an office without a franchise footprint.
Profitable Tax Preparation Business: What Offices Actually Need
Software, bank enablement, and onboarding that keep offices productive all season.
Become a Tax Preparer Business Opportunity (EA & Pro Path)
Paths into the profession and how partner onboarding shortens time-to-first-season.
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 48 hours