Tax software (CrossLink, ProSeries, TaxSlayer, Drake, TaxWise)

I am often asked by other independent tax business owners what tax preparation software do I use.  We are currently using TaxWise and it meets our needs for both routine individual returns (1040 series) including all states and e-file, as well as non-individual business returns (1120, 1065, etc.).  We had a bad experience when we switched from TaxWise to another vendor and we switched back mid-season because most of our people were familiar with TaxWise.  However, we know there are other very good options, including some that are family-owned, like TaxWise was before CCH bought them. What software do you use & what has been your experience with it?
Share

8 thoughts on “Tax software (CrossLink, ProSeries, TaxSlayer, Drake, TaxWise)

  1. I’m stuck on crosslinks its every simple for starters meets all needs for tax season. I’m trying tax slayer and the simplicity of crosslinks makes it difficult to understand tax slayer.

  2. I have been using Drake for more than 10 years. last year I used crosslink. when preparing a return with multiple states drake calculate the states automatically in crosslink you have to enter the states manually meaning that last year I spent more time with a client.

  3. I love Crosslink it fast and easy ..I tried Drake but it slows me down b/c it asks far too many questions. Crosslinks is so much easier and faster to E- file also, its way faster than Drake. So I pick Crosslinks anytime . Crosslinks also come with a signature pad so I don’t have to print all the forms out for my clients to sign and I can email them their return. You cannot do this with Drake.

  4. I use TaxPlus. It is very simple. I used to use Crosslink but once I started to open my other office I notice that my employees were taking a long time with their clients.

  5. I started off learning then training on crosslink. I’ve been doing taxes going on 7 yrs now. But before opening my own office. I applied for a job and worked at h & r block which uses drake. Although drake was simple to learn. I love how crosslinks simple federal tax form formats make my clients feel at ease. I often go over tax returns with my clients and if the screen is unfamiliar they tend to be confused. With crosslink they seem to be more comfortable which makes them feel like they can trust me as their tax preparer. You do have access to those froms on drake but that consists of toggling btw screens as opposed to the tax form format is already the form in which you enter information. As for state returns crosslink is auto generated in states which require state taxes to be filed. My sister has also used crosslink in a state which requires state taxes. So i guess crosslink is also a family thing. Lol she started off doing taxes on tax slayer software which she said was also descent software. So it’s hard to say what it is you as a business owner are looking for. They offer a representative to show a presentation to u and it counts as credit towards ur yrly class credit requirements. I took those when i was training at another office on crosslink. While we were searching for new software before choosing crosslink as a whole . Once my boss saw how simple crosslink was after using Tax Wise for almost 20 yrs. He was pleased. I could do a basic tax return in 15 mins. 👍😁. So again it depends on what ur looking for. Im going back to crosslink for my business and will be opening this tax yr in an office as opposed to a home base like i was for a few yrs. So i wish all my Tax preparers goodluck, love and prosperity this TAX season…lets help our clients, generate new clients and make money in the process!!!

Leave a Reply

Your email address will not be published. Required fields are marked *