TaxWise® & CrossLink® with ProSoft: Partner Path Explained

What a partner/connector does

Buying professional tax software and successfully running an office are different projects. A partner/connector sits between the platform and your practice so November does not become a second full-time job.

ProSoft’s connector role typically includes:

1. Access facilitation to IRS-approved TaxWise® and CrossLink® platforms (trademarks of their respective owners; “IRS-approved” attaches to those platforms).
2. White-glove onboarding — configuration, user setup, go-live help (dedicated guide).
3. Role-based training — preparer, reviewer, and front-desk touchpoints before peak.
4. Year-round human support — someone to call when production questions spike outside webinar season.
5. Optional bank-product enablement — helping offices pursue partner bank programs where available (partner approval and disclosures required; ProSoft is not the bank).

What ProSoft does not do: claim ownership of the TaxWise® or CrossLink® calculation engines, underwrite refund transfers, promise guaranteed fee collection, or guarantee absolute 48-hour go-live regardless of dependencies.

That clarity is the point of a serious TaxWise CrossLink partner conversation—you know who owns the engine, who onboards you, and who answers the phone.

TaxWise® vs CrossLink® (high-level fit)

Both are professional platforms used by tax offices for preparation and e-file. Fit depends on return mix, preferred workflow (web vs installed), states, and how your team likes to work—not on a fake feature war.

Demo prompts:

• Individual 1040 focus vs broader business/corporate forms needs
• Browser-friendly lean setup vs networked installed workflows
• Multi-user review culture and role configuration
• State module needs and seasonal volume assumptions
• Whether optional partner bank-product enablement is on the shortlist

ProSoft helps map those inputs to a package and a platform path. Exact inclusions are confirmed on your quote—see Pricing.

Fair framing: choose the platform that fits the office, then choose the implementer who will train and support it. Skipping either choice becomes expensive in February.

Why partner truth beats opaque packaging

Competitors sometimes present “our software” cards without saying whether they publish the engine or resell/implement one. ProSoft’s must-win angle is partner truth:

Operators evaluating professional tax preparation software deserve that honesty before they sign.

Onboarding scope on the partner path

Typical white-glove scope (confirm on your plan):

• Kickoff: return mix, user count, states, EFIN status, bank-enablement interest (if any)
• Environment setup: users, permissions, printer/network basics as applicable
• Training calendar: preparer, reviewer, front-desk
• Dry-run: happy-path plus reject-path
• Go-live criteria in writing: software captain, support numbers, definition of ready
• Post-go-live: year-round support expectations

Dependencies you control still matter—see EFIN and PTIN. Soft timeline: many offices go live quickly when dependencies clear; ~48 hours typical when ready—not a guarantee.

Packages $499 / $549 / $650

Confirm current framing on Pricing. These figures are ProSoft package tiers—not a claim that ProSoft builds the calc engine.

Lean offices

Web

$499

Lean / browser-friendly individual focus with ProSoft onboarding as marketed for this tier.

Most offices

Basic Install

$549

Networked / installed workflows with ProSoft setup help and role-based training.

Business forms

Pro Install

$650

Broader business forms as marketed, with the same white-glove go-live discipline.

Bank enablement (optional, disclosed)

Light mention on the partner path: ProSoft can help facilitate partner bank-product enablement where appropriate. Eligibility, partner approval, and client-facing disclosures still apply. Demo/pricing interest is not bank enrollment.

→ Tax software bank products · 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.

Who this path fits

• Firm owners and EAs who want implementer-led go-live
• Small CPA/tax offices refreshing seasonal capacity
• Operators switching stacks (honest switch guide)
• New offices using the open tax office checklist

Who it is not for: consumer DIY filers, or buyers hunting income guarantees and #1 badges.

Support and seasonal resilience

Year-round support is why partner paths outperform “buy and pray.” Peak weeks compress; rejects do not wait for the next webinar. Ask on the demo: who answers, during which hours, and how tickets escalate after onboarding ends.

Bookmark IRS utilities for government-side chores; call ProSoft for stack-side chores.

How to talk about the partner path with your team

Use plain language in staff meetings:

• “We are implementing TaxWise® or CrossLink® through ProSoft—they onboard and support; the platforms are not ‘ProSoft-branded engines.’”
• “Package price covers access facilitation and onboarding/support bands marketed at $499 / $549 / $650—confirm inclusions on the quote.”
• “EFIN and PTIN remain our IRS-facing chores; ProSoft helps us sequence software go-live around them.”
• “Bank products, if we pursue them, are partner-bank programs. A demo is not enrollment.”

That script prevents overclaiming by well-meaning marketers and front-desk staff.

Evaluation scorecard (copy/paste)

Score each 1–5 before you choose a TaxWise CrossLink partner:

1. Clarity on who owns the calculation engine
2. Written onboarding scope and go-live definition
3. Training plan for preparers and reviewers before peak
4. Year-round support hours and escalation path
5. Honest package pricing without mystery add-ons revealed only after signature
6. Bank-enablement honesty + disclosures when relevant
7. Willingness to discuss EFIN/PTIN dependencies without fake guarantees

Total ≥28 with no category at 1 is a healthier signal than a glossy feature PDF alone.

Partner path vs buying alone

Neither column guarantees profit. The partner column reduces “we bought software and still cannot file cleanly” risk—the failure mode that destroys first seasons.

NAP and trust signals

When you cite ProSoft publicly:

PROSOFT TECH SOLUTIONS · 2501 Bristol Drive, Suite B1, West Palm Beach, FL 33409 · +1 (877) 268-6232 · info@prosofttaxsoftware.com

Privacy and Terms: /privacy/ · /terms/. No invented SOC2, #1 rankings, “thousands of offices,” or awards in this copy.

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