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FAQ

Frequently Asked Questions

Everything you need to know about software options, onboarding, support, and how we keep your season running smooth.

Support-first, tax-office ready
Software Onboarding Bank Products Workflow Multi-Location
Which software should I choose, CrossLink or TaxSlayer Pro?

Choose CrossLink for high-volume desktop performance and deep controls. Choose TaxSlayer Pro for a flexible, modern workflow (cloud or desktop) that is easy to train.

Do you help with onboarding and training?

Yes. Live onboarding, role-based checklists, and on-demand videos are available.

Can I use bank products?

Yes, bank product programs are available for eligible offices and clients (program availability varies).

Is there a client portal and e-signature?

Yes. We support secure document exchange and e-sign to keep everything paperless and compliant.

Do you support multi-user and multi-location setups?

Yes, with role-based permissions and reporting for oversight.

Still have questions? Call (855) 829-6682 or email [email protected]

Resources

Everything you need, in one place

Guides, FAQs, and release notes to help your team get the most out of Tax Notch.

Featured Guide

Getting Started with Tax Notch: the complete setup checklist

Everything from EFIN readiness to your first e-file, in one walkthrough.

Read the guide

FAQ

Answers to common setup questions

System Status

Live uptime and maintenance notices

Getting Started Guides

Step-by-step setup for new offices, from EFIN to first e-file.

Browse guides

FAQ

Quick answers on billing, EFIN, and account setup.

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Video Library

Short, searchable clips covering every core workflow.

Watch videos

System Status

Real-time uptime, incident history, and maintenance windows.

Check status