Answers
What exactly does crosstax do?
The short answer
crosstax is a workflow platform for tax firms: smart forms, document upload, AI that reads the documents and names the source, automatic reminders and export in your format (CSV/Excel). Professional responsibility stays with you.
More questions from firms
- Do our clients need an account?
- Does crosstax run under our name?
- Where is the data?
- Is client data safe?
- How are documents signed?
- Does the AI replace my team?
- Does it work with our practice software?
- Can our clients handle it?
- What does it cost?
- Who is billed?
- What exactly counts as a case?
- What happens if we go over the quota?
See crosstax on your own cases.
30 minutes with the people behind crosstax. We will show you the workflows that fit your firm — and answer your questions.
Your contact for the demo
Dr. Klaus Fuchs
All fields are required except where optional is shown.
We look forward to showing you the future of tax advisory.