Basic Workflow Setup
Perfect for automating simple, repetitive tasks.
Up to 5 steps per Zap.
Zapier Implementation Partner
Automation that removes the busywork.
We are a Zapier implementation partner. We design, build, and maintain automations that connect the tools a business already runs, with a particular specialty integrating the CrossLink tax software platform.
Specialty
CrossLink tax software integration
Tax offices and service bureaus running CrossLink usually have work trapped between the tax software and everything else: CRM, e-signature, storage, messaging, accounting, and reporting. We connect those systems so client data, documents, and status move without anyone retyping them.
- Move return and client data between CrossLink and the tools your office runs
- Trigger client communications from real events instead of manual checks
- Route documents into the right storage and case records automatically
- Feed reporting and dashboards without manual exports
Automation Services
Workflows tuned to your business
Our Zapier automation services are tailored to optimize your business processes and save time.
Intermediate Workflow
Ideal for more complex automations.
Up to 10 steps with custom filters.
Advanced Workflow
Comprehensive automation solutions.
Advanced logic, multiple apps, and custom webhooks.
Maintenance & Support
Reliable support that keeps automations running
Ongoing maintenance and support to ensure your workflows run smoothly all year long.
Basic Plan
Includes 3 hours of updates and troubleshooting annually.
Pro Plan
Includes 10 hours of updates, optimizations, and troubleshooting annually.
Additional support hours are available to keep your automations efficient and up-to-date.
Let’s automate the busywork.
Book an intro call and we’ll map your first high-impact automation.