CrossLink Professional Tax Solutions (ex Petz Enterprises)
2000 N Alafaya Trail,
Orlando, 32826, FL,
United States
Orlando, 32826, FL,
United States
1 800-345-4337
Professional Services
CrossLink Professional Tax Solutions (ex Petz Enterprises) Technographics
CrossLink Professional Tax Solutions (ex Petz Enterprises) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CrossLink Professional Tax Solutions (ex Petz Enterprises) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 CrossLink Professional Tax Solutions (ex Petz Enterprises) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CrossLink Professional Tax Solutions (ex Petz Enterprises) has purchased the following applications: Refundo for Tax Management in 2020, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2013, DocuSign eSignature for Digital Signing in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CrossLink Professional Tax Solutions (ex Petz Enterprises) is running and its propensity to invest more and deepen its relationship with Refundo , LivePerson , DocuSign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CrossLink Professional Tax Solutions (ex Petz Enterprises) revenues, which have grown to $20.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CrossLink Professional Tax Solutions (ex Petz Enterprises) intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CrossLink Professional Tax Solutions (ex Petz Enterprises) Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Refundo | Legacy | Refundo | Tax Management | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, CrossLink Professional Tax Solutions implemented Refundo to extend client payment and refund capabilities. Refundo bank products were integrated with CrossLink 1040, enabling the firm and its affiliated tax offices in the United States to offer refund transfers and related bank products to clients.
The implementation leveraged core Refundo modules for refund transfer processing, bank product provisioning, and advances as documented in Refundo partner listings, aligning with Tax Management functional workflows. Configuration focused on embedding consent capture, payment disbursement orchestration, and settlement tracking directly into tax-preparation workflows, consistent with Tax Management deployments.
Operational coverage targeted front-office preparers and client payment processing across CrossLink-connected tax offices, with governance emphasizing enrollment procedures, reconciliation processes, and compliance controls. Rollout work embedded bank-product selection into filing and client checkout workflows to align operational procedures with Refundo settlement and compliance requirements.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2013 | 2013 |
In 2013 CrossLink Professional Tax Solutions (ex Petz Enterprises) implemented LivePerson Conversational Cloud on its public website. The LivePerson Conversational Cloud deployment is an instance of Chatbots and Conversational AI used to provide real-time customer engagement for a professional services firm operating in the United States.
The implementation centers on an embedded conversational widget that connects site visitors to the LivePerson Conversational Cloud backend, supporting automated conversational flows and agent-assisted messaging. Configuration emphasis included scripted bot flows for common tax and filing inquiries, session context preservation, and bot-to-agent escalation to human advisors when needed.
Operational coverage focuses on client intake, customer service, and lead qualification workflows, with local customer support and client-facing teams using the conversational interface as a front-line contact channel. The deployment reflects SaaS cloud architecture for conversational routing and session management, with a web-front integration that surfaces LivePerson Conversational Cloud capabilities directly on CrossLink Professional Tax Solutions website.
Governance and operational control appear to be centered on application configuration and conversational content management, with administrative controls for altering flows and monitoring conversations. Conversation analytics and operational reporting within LivePerson Conversational Cloud are used to tune responses and manage agent handoffs, aligning the Chatbots and Conversational AI implementation to the firm’s client engagement and support processes.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2011 | 2011 |
In 2011, CrossLink Professional Tax Solutions (ex Petz Enterprises) implemented DocuSign eSignature as its Digital Signing solution, deploying DocuSign for Salesforce to embed electronic signature workflows directly into Salesforce CRM. The decision followed an evaluation of electronic signature providers and prioritized ease of use and native CRM integration, specifically the ability to select and send documents for signature from either a user desktop or from within Salesforce.
The implementation centered on DocuSign for Salesforce as the primary functional module, with configuration of conditional fields and built in logic to control signer flows. DocuSign conditional fields were configured so signers could select answers from drop down fields or radio buttons and those responses would default the next appropriate question in sequence, reducing manual routing and streamlining signature sequencing. The narrative explicitly references DocuSign eSignature and the Digital Signing category to align platform capabilities with client facing document workflows.
Integration work leveraged the DocuSign API to connect the eSignature layer to the firm s document management applications, avoiding more costly point to point integrations according to the implementation notes. Operational coverage emphasized Salesforce CRM tied to client onboarding and tax engagement document flows, aligning signing, document management, and CRM records without introducing additional standalone signing portals.
Governance and workflow changes focused on embedding conditional signing logic into existing Salesforce processes and standardizing envelope templates to enforce consistent signer sequences. The documented benefits included simpler user experience, faster signer progression through conditional fields, and an easier interface compared with competitors, while the integration approach reduced the need for expensive software integrations.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at CrossLink Professional Tax Solutions (ex Petz Enterprises)
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by CrossLink Professional Tax Solutions (ex Petz Enterprises) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CrossLink Professional Tax Solutions (ex Petz Enterprises) IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CrossLink Professional Tax Solutions (ex Petz Enterprises) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD CrossLink Professional Tax Solutions (ex Petz Enterprises) Technographics
CrossLink Professional Tax Solutions (ex Petz Enterprises) is a Professional Services organization based in United States,
with around 100 employees and annual revenues of $20.0 million.
CrossLink Professional Tax Solutions (ex Petz Enterprises) operates a diverse technology stack with applications such as
Refundo, LivePerson Conversational Cloud and DocuSign eSignature,
covering areas like Tax Management, Chatbots and Conversational AI and Digital Signing.
CrossLink Professional Tax Solutions (ex Petz Enterprises) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Refundo, LivePerson and DocuSign.
CrossLink Professional Tax Solutions (ex Petz Enterprises) recently adopted applications including
Salesforce Sales Cloud in 2021, Refundo in 2020 and Barracuda Email Security Gateway in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CrossLink Professional Tax Solutions (ex Petz Enterprises)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CrossLink Professional Tax Solutions (ex Petz Enterprises)’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete CrossLink Professional Tax Solutions (ex Petz Enterprises) technographics profile,
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