TaxWise® & CrossLink® partner · Resources
Tax office resources should do more than bounce you to someone else’s website. Operators evaluating professional tax preparation software, EFIN readiness, PTIN workflows, and bank-product enablement need IRS shortcuts and owned guidance that leads somewhere useful—demo, pricing, and a partner who will still answer in February.
ProSoft Tech Solutions maintains this hub for B2B tax offices: authorized TaxWise® and CrossLink® partner/connector, white-glove onboarding and training, bank-product enablement via partner banks, and year-round human support. ProSoft is not a proprietary tax-engine publisher and not the bank or lender.
IRS & preparer utilities (official)
Bookmark these official IRS destinations. Official IRS links open in a new tab.
| Utility | Official link | Why offices use it |
|---|---|---|
| Subscribe to IRS Newsletter | GovDelivery signup | Season notices, e-file alerts, and program updates without waiting on social rumor |
| Latest IRS News | IRS newsroom — current month | Operational headlines that can affect intake scripts and staffing |
| Where’s My Refund? | IRS Refunds | Client-facing status tool—keep it handy; it is not a substitute for your e-file acknowledgements |
| Obtain an EFIN | E-file provider services | Start (or verify) Electronic Filing Identification Number path via IRS |
| Obtain / Renew PTIN | PTIN requirements | Preparer Tax Identification Number rules for paid preparers—see IRS for current requirements |
| IRS e-Services | e-Services | IRS digital tools landing for enrolled professionals |
| Contact ProSoft | Contact | Human help on stack, onboarding, and packages—not an IRS channel |
Prefer our owned utilities page when you want context plus the same links: IRS utilities for tax pros.
ProSoft guides
These pages educate first, then invite a demo—unlike a thin outbound link dump.
Operator guide
Open a Tax Office
Software + EFIN + bank-ready checklist → demo
Operator guide
EFIN for Tax Preparers
What EFIN is, common stalls, how onboarding fits
Operator guide
PTIN for Professional Preparers
Office-view PTIN basics; each preparer configures own PTIN
Bookmark
IRS Utilities
Official IRS shortcuts with operator context and a demo path
Partner path
TaxWise® & CrossLink® Partner
Partner/connector positioning and platform fit
Go-live
White-Glove Onboarding
What go-live means: setup, training, dry-runs
Conversion
Switch Professional Tax Software
Honest conversion checklist when leaving another stack
Pricing & bank products
Packages at a glance
ProSoft seasonal packages facilitate TaxWise® / CrossLink® platform access plus onboarding, training, and support—not ownership of a proprietary calculation engine.
| Package | Marketed seasonal price |
|---|---|
| Web Package | $499 |
| Basic Install Package | $549 |
| Pro Install Package | $650 |
Confirm current inclusions and platform mapping on Pricing. Exact quote depends on return mix, users, states, and options.
Bank products (soft)
Many offices evaluate partner bank products (for example refund transfers) alongside professional software. ProSoft helps with bank-product enablement via partner banks—ProSoft is not the bank or lender. Demo or pricing interest is not bank enrollment.
→ Tax software bank products · Bank product disclosures
Refund transfers and related bank products are offered by partner banks and processors, not by ProSoft Tech Solutions. Programs are subject to partner approval and client eligibility. Fees (preparation and/or bank/product fees) may reduce the client’s refund. IRS and state refund timing are not guaranteed. Optional advances, when mentioned, are separate credit products. Where applicable, Member FDIC applies to the partner bank—not ProSoft. See bank products and bank product disclosures. Interest via demo form is not bank enrollment.
How ProSoft fits these tax office resources
- Partner / connector into IRS-approved TaxWise® and CrossLink® platforms (approval language attaches to those platforms).
- White-glove onboarding — configuration, role-based training, dry-runs. Many offices go live quickly when EFIN, docs, and partner dependencies are clear; ~48 hours is typical when ready—not a guarantee.
- Bank enablement support through partner banks where appropriate (approval + disclosures still apply).
- Year-round human support when peak-season rejects and staffing questions show up.
This hub is for professional offices—not consumer DIY filers.
Next step
Bring return mix, user count, states, EFIN/PTIN status, and whether bank products are later-scope. We will map package fit and keep go-live language honest.
PROSOFT TECH SOLUTIONS
2501 Bristol Drive, Suite B1
West Palm Beach, FL 33409
+1 (877) 268-6232 · info@prosofttaxsoftware.com
Privacy · Terms · Bank product disclosures
TaxWise® and CrossLink® are trademarks of their respective owners. ProSoft Tech Solutions is an independent partner/provider of onboarding and related services—not a bank or lender. Not legal, tax, or credit advice. Soft claims only. IRS links are official government destinations.