Which software should I choose?
CrossLink is our primary recommended platform. OLT Pro is a supported cloud alternative. Our team can help review which path fits your business.
What does Software Essentials cost?
Software Essentials is $697. It includes CRM and workflows for 60 days from activation. Optional continuation is $99/month through separate enrollment; your package purchase does not start automatic recurring billing.
What does the All-In Package cost?
The All-In Package is $1,297. CRM and setup are included for the approved tax-season period. Confirm the period end date and any later billing terms before enrollment.
Does payment activate my software?
No. Payment confirmation and activation are separate milestones. Vendor provisioning and the required onboarding steps must be completed.
Is upfront capital guaranteed?
No. This All-In Package benefit is available only if eligible and approved, subject to the applicable requirements.
Are PTIN partners automatically approved?
No. The team reviews experience, client volume, training needs, status, and availability before confirming an arrangement.
Can I file my personal taxes here?
All In Financial serves tax professionals and business operations. Individual taxpayer services belong to Accurate Express Tax Service, a separate taxpayer-facing business.
Where should I send sensitive tax documents?
Use the secure taxpayer channel provided by your tax-service team. Do not send Social Security numbers, bank details, tax returns, passwords, or identity documents through a general website inquiry.