Professional Tax Preparation Software

Quick, Easy & Efficient

E File Tax Group 1040 is the fastest, easiest and most efficient tax software solution high in volume of providing tax refunds fast and accurate. Build to speed of processing tax returns and refunds for your clients. Helps you stay one step ahead of your competition.

Pricing Options

Standard
FREE
AFTER REBATE
When you reach 50+ Funded Banking Products

  • PERSONAL
    Federal 1040

  • ADDITIONAL INCENTIVES
    Rebate per Funded Bank Product

    51 to 100: $10 ea
    101 to 199: $15 ea
    200+ : $20 ea
  • All States
  • Tax Vault Off-site
  • Integrated E-File & Bank Product Processing
  • FREE Previous Tax Data Conversion Programs
  • FREE Bank Set Up & Supply
  • Initial Deposit: $799
Premium
$ 499
AFTER REBATE
When you reach 50+ Funded Banking Products

  • PERSONAL + BUSINESS
    Federal 1041, 1065-990, 1020-1210 S

  • ADDITIONAL INCENTIVES
    Rebate per Funded Bank Product

    200+: $20 ea


  • All States
  • Tax Vault Off-Site
  • Integrated E-File & Bank Product Processing
  • FREE Previous Tax Data Conversion Programs
  • FREE Bank Set Up & Supply
  • Initial Deposit: $1299

Profitable

  • Fast and efficient tools to process more returns
  • Fast and accurate calculations
  • Detailed billing with customizable and exportable reports
  • Variety of banking options

Confidential

  • Access permissions for certain users
  • Secure data transmission
  • External storage option for your data safe
  • Full data over our secondary facilities

Efficient

  • Hard drive space: 200 MB
  • Memory: 128 MB
  • Operating systems: Windows XP, Windows Vista, Windows 7
  • Check printing: Compatible with most of the modern printers

TST Tax Software Features

apps

Mobile APPs

Control tax preparation office operations on-the-go

As a TST customer you have free access to both a Taxpayer mobile app for your clients as well as an ERO app for managing your tax offices. These apps work directly with one another to provide you and your taxpayers an unparalleled customer experience.

Taxpayer Mobile App

Your tax business now has its own mobile app for your taxpayers – all with your own name and logo. And you didn’t have to spend time or money developing it!

  • Upload Tax documents
  • Ability to sign tax return
  • Check status of refund
  • Communicate directly with tax preparer

Tax Preparer Mobile App

Manage your tax business from anywhere with your mobile device. With real-time office and EFIN reporting as well as the ability to communicate directly with your individual taxpayers you can truly be a business owner on the move.

  • Manage office(s) remotely
  • Communicate directly with Taxpayer
  • View status of returns
  • View Production Reports
  • Remote Signature Send & Capture
remotesignature

Capture Client Signatures Remotely

Give your clients the convenience to complete their tax return from the comfort of their home.

Now you can save time by having non-present taxpayers and/or spouses submit a remote signature to complete their tax return. After their identity is authenticated, they can review a PDF of the tax return and sign it using their mobile device.

scanner

Scan & Store

Paperless capture of of taxpayer source documents with a single click.

Improve efficiency and accuracy while saving time preparing each tax return. With built-in support for certified handheld scanners, you are able to capture the taxpayer’s source documents and information and associate them with the appropriate tax return in CrossLink professional tax software. Scan & Store eliminates the need to photocopy and physically store taxpayer documents as you move towards a paperless office.

Improve Tax Preparation Office Efficiency

  • Capture taxpayer source documents with a single click
  • Handheld scanner eliminates the need for a slow and cumbersome flatbed scanner
  • Move towards a paperless office by eliminating the need to physically store printed taxpayer documents

Unparalleled Security

  • Photograph taxpayer for identification purposes for future transactions, such as pick-up of bank product or refund check
  • Associate all documents with the proper tax return – saving time and errors in the event of an IRS or bank audit
  • Ability to integrate with CrossLink Secure Offsite Storage (S.O.S.), a pay-per-return solution, for additional disaster recovery support

Fully Integrated with the TST Software

  • Support for Scan & Store built into CrossLink software
  • Taxpayer source documents are stored within the tax return
  • Easy access to documents when needed
Secure

Secure Offsite Storage (S.O.S.)

Unsurpassed tax data backup to protect your business (Paperless Office Solution).

Secure Offsite Storage (S.O.S.) Protects Your clients and your Tax Preparation Business by enabling you to automatically backup tax returns and associated taxpayer documents to the CrossLink Central Site storage servers. Because your data is located in a fully redundant, carrier-grade offsite data center that utilizes state-of-the-art security and data backup technologies, the quality and integrity of the stored data is unsurpassed.

signaturepads

Electronic Signature Pads

Save Time and Improve Tax Preparation Efficiency (Paperless Office Solution)

Electronic signature pads provide a quick return on investment through significant time savings, copying of documents, and filing for future access on each tax return. Additionally, electronic signature pads allow you to save money by reducing paper usage & storage and minimizing tax return errors, helping you to meet government disclosure requirements and move towards a paperless office.

Textlink

TEXTLINK

Text Message Your Client Directly from the TST Professional Tax Software

TextLink is an integrated text messaging service within CrossLink professional tax software. Using TextLink or TextLink Plus, high-volume tax preparation offices are able to send a text message to taxpayer cell phones directly from CrossLink. And now with TextLink Plus, customers can receive message replies within the software without any limitations on message quantity or frequency.

2d

2D Barcode Scanning

Speed Tax Returns Processing and Shorten Taxpayer Interviews

Start a tax return and capture all of the data on the W2 and K1 by simply scanning the two-dimensional (2D) barcode with a CrossLink certified handheld scanner. All of the captured information is automatically added to the tax return and the Client Data page – speeding the processing of returns and shortening the taxpayer interview process.