A cloud software path.
Connected to your business.

Consider how your team works

A cloud-based path may suit the way you want to run your practice. Discuss your office structure, staff access, and current tools with our team before deciding.

CrossLink remains our primary recommended platform; OLT Pro is an available supported alternative.

Choose the support you need

Software Essentials is $697. The All-In Package is $1,297. Both paths connect your software choice with the applicable onboarding and support.

Essentials CRM access is included for 60 days from activation. Optional continuation is $99/month through separate enrollment; the package purchase does not start automatic recurring billing. All-In CRM/setup is included for the approved tax-season period; confirm the period and later billing terms before enrolling.

A guided onboarding process

1. Select OLT Pro and your package in the lead form.
2. Continue to secure checkout, then complete qualification and agreement steps with the team.
3. Coordinate vendor provisioning and applicable setup.
4. Complete training and launch-readiness checks.

Know when you are ready

Software access depends on the vendor provisioning process and completed onboarding requirements. A payment confirmation does not automatically activate your software.

Ask our team to confirm platform-specific requirements for your business.