I need software
and a setup plan.
Compare CrossLink and OLT Pro, then choose a package with the onboarding and back-office support your business needs.
Explore tax software ↗For tax professionals. Built around your business.
Your expertise.
Your business.
All in one place.
Connect your tax software, client workflows, training, and support through one organized professional ecosystem. Choose your path. Build your back office. Get ready to operate.
CrossLink & OLT Pro options · Two clear packages · Guided onboarding
YOUR BUSINESS, CONNECTEDAIF / 01
A stronger back office.
A clearer next step.
A clearer next step.
The tools and processes behind your tax business.
01
Tax softwareCrossLink or OLT Pro
↗02
All In CRMLeads, intake, follow-up & appointments
↗03
Training & resourcesKnowledge for your next stage
↗04
Onboarding & supportA structured path from setup to launch
↗
YOUR PROFESSIONAL ECOSYSTEMSoftware+Systems+Training+Support
Start with the right path
Where are you taking
your tax business?
Different starting points. One clear direction. Find the services that match how you want to work.
I need software
I need a more
organized operation.
Bring lead management, client intake, appointments, follow-up, and team processes into your All In CRM workspace.
Discover All In CRM ↗I want to explore
the PTIN program.
Learn about the partner path and application process. Program participation and terms are subject to review and approval.
Explore the partner program ↗Choose your software
The platform that fits
the way you work.
Choose your provider first. Your selection stays with you when you explore the packages.
CrossLink
The primary tax software option within the All In Financial ecosystem, paired with a clear package and guided setup process.
Get started with CrossLink ↗OLT Pro
A supported cloud-based alternative for tax professionals who want to explore another software path within the ecosystem.
Get started with OLT Pro ↗Two packages. A clearer decision.
Choose the level of support
behind your software.
Start with the essentials or connect more of your business through the All-In Package.
Showing packages for CrossLink
Software Essentials
Software plus the systems to get started.
$697 package price
CRM included for 60 days from activation. Optional continuation is $99/month with separate enrollment; no automatic renewal from your package purchase.
- Co-branded tax software
- No revenue split
- CRM and onboarding workflows
- Client intake systems
- Bank-product setup
- Tech support
- Templates and backend processes
All-In Package
More resources for your next stage.
$1,297 package price
CRM included during the approved tax-season period. End date and post-season billing terms will be confirmed before enrollment.
- Co-branded tax software with no revenue split
- CRM and setup
- Training resources and marketing strategies
- ERO business development
- Backend revenue setup
- Tech support, templates, and processes
- Upfront capital, if eligible
Software setup, bank products, and capital availability depend on provider requirements and applicable approval. Payment does not by itself confirm software activation.
Meet All In CRM
A back office.
Built for the business
behind the returns.
Your client relationships, team processes, and daily follow-up deserve a more organized home. All In CRM brings the operational side of your tax business into focus.
Explore your CRM setup ↗01Manage your leads
Keep inquiries and next steps visible in a clear pipeline.
02Coordinate client intake
Organize intake steps, requests, and follow-up.
03Stay on schedule
Connect appointments, reminders, and customer communication.
04Support your team
Bring onboarding, templates, training, and support together.
A clear path to getting started
From choosing software
to running your business.
Choose your path
Explore your software options and the package that fits your needs.
Submit details & checkout
Submit your contact details, choose your package, and continue to secure checkout. The team then reviews onboarding and agreement requirements.
Get configured
Work through software, bank-product, and CRM setup requirements with the team.
Prepare for launch
Access your included training and complete the activation checklist.
PTIN partner program
Your next step
starts with a
conversation.
Interested in becoming part of the All In Financial partner ecosystem? Explore the program, understand the requirements, and take the application path that fits your experience.
A STRUCTURED APPLICATION JOURNEY
Clarity before commitment.
- Application and qualification review
- Clear agreement and onboarding steps
- Training and resource access as applicable
- Communication about your application status
Acceptance, compensation, and participation terms are confirmed through the program review process. No earnings are guaranteed.
Training & resources
Build your knowledge.
Strengthen your operation.
Explore educational materials and practical resources organized around your stage of business and package access.
Tax-business education
Courses and lessons that support your professional development and business setup.
CoursesLessonsTools for your back office
Templates, checklists, and resources to support a more consistent workflow.
TemplatesResourcesOnboarding guidance
Instructions and next steps that help you understand what to complete and where to go.
SetupSupportResource availability and access vary by offer. Free, paid, and package-included materials are identified within the training experience.
Support & frequently asked questions
Clear answers.
The right next step.
Find help for software, CRM, onboarding, training, billing, and technical questions.
Already part of the ecosystem?
Have your service and account details ready so the team can route your question to the right support category. Do not include taxpayer documents or sensitive financial information in general inquiries.
Who is All In Financial for?
All In Financial serves tax professionals, EROs, PTIN applicants and partners, software customers, and businesses exploring the All In CRM back office.
Can I choose between CrossLink and OLT Pro?
Yes. CrossLink is the primary software option, with OLT Pro available as a supported cloud-based alternative. Choose your software before exploring your package.
What happens after the first 60 days of Software Essentials?
The package includes CRM for 60 days from activation. You may choose to continue at $99/month through separate enrollment. The package purchase does not automatically start a recurring subscription; review and accept the renewal terms before opting in.
How long is CRM included with the All-In Package?
CRM is included during an approved tax-season period. The exact end date and post-season subscription terms must be confirmed before enrollment.
Does paying activate my software immediately?
No. Activation depends on completing the required vendor-side and onboarding steps. Payment confirmation and software activation are separate milestones.
Is upfront capital guaranteed?
No. Upfront capital is an All-In Package benefit only if eligible and is subject to applicable requirements and approval.
I need help filing my personal taxes. Am I in the right place?
Individual taxpayer services belong to Accurate Express Tax Service, a separate taxpayer-facing business. All In Financial is the professional and software ecosystem.
Let's find your fit
The next chapter of your
tax business starts here.
Choose what you want to explore. We'll help you understand the right software, package, or back-office path.
Applications and inquiries are reviewed by our team. Appointment confirmation, payment, and software activation are separate steps.