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.

~48h go-live From $499 / season Year-round support

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.

How it works

  1. Book a demo Walk through TaxWise® / CrossLink® fit, bank needs, and timeline.
  2. We configure White-glove setup, training, and bank enablement sequenced for your EFIN.
  3. Go live Most offices are filing-ready inside 48 hours after kickoff.
  4. 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
Scroll to Top