CrossLink

Lathrop, United States Founded: 2008 • Age: 18 yrs Acquired By LNC Partners
Tax software solutions are provided for high-volume tax businesses.

About CrossLink

CrossLink is a Technology company based in Lathrop (United States) founded in 2008, and was acquired by LNC Partners in February 2018. Tax software solutions are provided for high-volume tax businesses. CrossLink has raised $33 million across 1 funding round from investors including LNC Partners. CrossLink has completed 1 acquisition, including Tax Tech. Its chief executive, as recorded, is Rey Sbrilli. Its website crosslinktax.com draws about 38 thousand monthly visits. CrossLink offers products and services including CrossLink 1040, CrossLink Online, and CrossLink Business. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report. Its legal entity is CROSSLINK PROFESSIONAL TAX SOLUTIONS, LLC. Its competitors include TaxAct, Exactera and Drake Software; 2 of its 3 listed competitors have raised funding.

Company details

CrossLink provides tax software solutions for high-volume tax businesses. Their software, CrossLink 1040, enables enterprises to process tax returns and bank product refunds for their clients. Other features include dashboard displaying the status of tax returns, error correction, multiple input modes, reporting, and real-time processing. Additional solutions include multi-site tax processing and a business tax software that offers solutions for tax preparers who prepare federal and state business tax returns. Also offers mobile apps for Android and iOS devices that enable filing and viewing of tax return status.

Key Metrics

Products & Services of CrossLink

CrossLink offers a comprehensive portfolio of products and services, including CrossLink 1040, CrossLink Online, and CrossLink Business.

CrossLink 1040
Tax Software

Professional desktop software for high-volume tax return preparation.

CrossLink Online
Tax Software

Cloud-based platform for scalable tax business operations.

CrossLink Business
Tax Software

Integrated solution for federal and state business tax returns.

Apps and channels of CrossLink

its YouTube channel CrossLink Professional Tax Solutions has 000 subscribers and 30 videos.

CrossLink Professional Tax Solutions
YouTube 000 subscribers 30 videos Science & Technology
Open channel

Videos from CrossLink

The most watched videos on CrossLink's YouTube channel, CrossLink Professional Tax Solutions (000 subscribers). Click a video to play it here.

What's New in CrossLink 2025
1.3K views
Navigating Through a Return in CrossLink Online
1.1K views
CrossLink Online Office Setup and Individual Return Walkthrough
859 views
Navigating Through a Business Return in CrossLink Online
715 views

More on CrossLink Professional Tax Solutions.

Funding Insights of CrossLink

CrossLink has successfully raised a total of $33M through 1 strategic funding round. The most recent funding activity was a Series B round of $33 million completed in February 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $33M
  • Total Rounds 1
  • Last Round Series B β€” $33M
  • First Round $33M

    (Feb 2018)

All 1 funding rounds of CrossLink with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2018$33MSeries B––
–
Valuation history

1 investors in total: 1 institutional.

Investors in CrossLink

CrossLink has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include LNC Partners.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
PE firm investing in the US
2011lnc-partners.comReston, United States
Premium access

Investor details for CrossLink

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of CrossLink

34 people are tracked at CrossLink (13 in leadership, 21 in team).

NameRoleGroup
Rey Sbrilli
CEOLeadership
Reynold Sbrilli
CEOLeadership
Justin Gray
Marketing DirectorLeadership
Josh D.
Chief Technology OfficerLeadership
Karen Jaen-Harris
Director Of SalesLeadership
Stephanie Tesfazghi
CFOLeadership
Tim Withers
Senior Vice President Of EngineeringLeadership
Denise McFarlane
Vice President Of Administration ServicesLeadership
Brett Klutch
Chief Operating OfficerLeadership
John Amaya
Chief Sales & Marketing OfficerLeadership
Matthew Stanalonis
Director Of Sales: Service BureauLeadership
Kurtis Kim
Director Of Product DevelopmentLeadership
Sreenivas Chikka
Head Of ApplicationsLeadership
Nidhi M.
Quality Assurance AnalystTeam
Zac Crites
Senior Marketing ManagerTeam
Gerardo Mora
Software Engineering ManagerTeam
Jonathan Yates
Software Engineer IITeam
Kenneth V.
Senior Product ManagerTeam
Cindy Maldonado
UX DesignerTeam
Claudia Melbourne-Lefebvre
Accounting ManagerTeam

14 more people are available in the full profile.

Premium access

Complete people profiles for CrossLink

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Investments & Acquisitions by CrossLink

CrossLink has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tax Tech.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Taxation services are provided nationwide by Tax Tech since 1986.
taxtech.netStafford, United States1986Feb 2019β€’β€’β€’β€’
Premium access

Complete acquisition details for CrossLink

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of CrossLink

4 dated milestones of CrossLink across 11 years, from founding to its latest funding, stage changes and deals.

  1. Founded CrossLink is founded.
  2. Funding First funding round of $33.0M.
  3. Exit Acquired by LNC Partners.
  4. Acquisition Acquires Tax Tech.

Competitors of CrossLink

CrossLink has 3 listed competitors in our database, 2 of them funded. They include TaxAct, Exactera and Drake Software.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
taxact.com1998Dallas, United States$85M133
Tax filing software is offered for individuals and businesses.
exactera.com2001Tarrytown, United States$73M
Tax compliance software solutions are provided for business operations.
drakesoftware.com1976Knoxville, United States
Professional tax preparation software is developed for tax professionals.
Premium access

Detailed competitors of CrossLink

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of CrossLink

The website of CrossLink (crosslinktax.com) receives about 37.5K visits a month and ranks #706,644 among all websites worldwide, #1,762 in Accounting and Auditing.

  • Monthly visits
    37.5K

    ▲ 48.2% vs previous month

  • Unique visitors
    7.6K

    per month

  • Global rank
    #706,644

    among all websites

  • Category rank
    #1,762

    Finance · Accounting and Auditing

Similar websites

Websites whose visitors overlap most with CrossLink. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
federaldirecttax.com
federaldirecttax.com
100%
#3,858,884–
cpapracticeadvisor.com
96%
#249,029View details
sigmataxpro.com
84%
31.5K#1,456,396View details
crosslinkcapital.com
84%
#3,217,442View details
taxfyle.com
82%
72K#641,344View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 27 similar websites and full traffic analytics for CrossLink

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 27 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Finance & Accounting Applications

3 companies that operate in the same segment as CrossLink (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B3,108
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Crosslink

Premium access

Complete news archive for CrossLink

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about CrossLink

CrossLink was founded in 2008 and raised its 1st funding round 10 years after it was founded.

CrossLink is headquartered in Lathrop, United States. It is registered at Lathrop, California, United States.

Rey Sbrilli is the CEO of CrossLink, as recorded in our data.

CrossLink is a funded company, having raised a total of $33M across 1 funding round to date. The company's 1st funding round was a Series B of $33M, raised on Feb 2018.

CrossLink provides tax software solutions for high-volume tax businesses. Their software, CrossLink 1040, enables enterprises to process tax returns and bank product refunds for their clients. Other features include dashboard displaying the status of tax returns, error correction, multiple input modes, reporting, and real-time processing. Additional solutions include multi-site tax processing and a business tax software that offers solutions for tax preparers who prepare federal and state business tax returns. Also offers mobile apps for Android and iOS devices that enable filing and viewing of tax return status.

CrossLink's top competitors include TaxAct, Exactera and Drake Software.

CrossLink offers CrossLink 1040, CrossLink Online, and CrossLink Business.

CrossLink has made 1 acquisition, including Tax Tech.

CrossLink has 1 investor. Key investors include LNC Partners.

CrossLink operates through Crosslink Professional Tax Solutions, Llc.

Yes. CrossLink was acquired by LNC Partners in February 2018.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available