CrossLink Support Center-Tech Home
Tech Daily Things to Do
When You Get In:
Clock in at the beginning of your shift (Paylocity)
Open and log into Admin Tool
Log into the Dialpad Application and log into the phone queues (Available status)
Open Teams and join the existing group conversation
Log into the ConnectWise screen sharing application
Open the current year desktop software and apply updates
Open Outlook and check your emails
Login to JSM and review your assigned issues
Update yourself with current Announcements, Bulletins, and recent news
While You Are Here:
Take calls utilizing your resources (KB’s, existing tickets, Teams Chat, Support Leads)
Need a break? Please be cautious of the queue volume!
Take two 15 minute breaks per day (Break status)
Take one 30 minute lunch per day (Lunch status)
Got to go? Use the restroom by releasing from the queues (Personal status)
Before You Head Out:
Take yourself out of the phone queues on the Dialpad App (Off Duty status)
Shred any physical sensitive or confidential information printed
Resolve any JSM tickets as needed
Clock out at the end of your shift (Paylocity)
Technical Support Applications
Application | Username | Password |
---|---|---|
paylocity-username | user-password | |
Paylocity Company ID | CPTS: 18825 | CTTS: 58242 |
crosslink email | pc-password | |
crosslink email | pc-password | |
crosslink email | user-password | |
crosslink email | user-password | |
pc-username | pc-password | |
crosslink email | pc-password | |
support | support | |
support | support | |
W2W-email | user-password | |
pc-username | pc-password |
Desktop Software Information | ||
---|---|---|
Desktop Software Year | Login | Password |
CrossLink 2017 and newer | admin | Supp0rt! |
CrossLink 2016 and older | admin | a |
Tax Resources
Main Phone: 800-829-1040
e-Help Desk: 866-255-0654
Practitioner Priority Service: 866-860-4259
ERO Phone: 800-779-7228
TY 2024-2023 Check Layout Version: TYIG
TY 2022 Check Layout Version: GLTY
ERO Phone: 800-967-4934
ERO Email: support@refund-advantage.com
ERO Phone: 888-676-2056
ERO Phone: 908-445-5544
ERO Email: support@refundo.com
Support Information
CPTS Support Phone | CPTS Support Fax | CPTS Support Email | CLO Support Phone |
---|---|---|---|
800-345-4337 | 209-879-0156 | 833-783-4253 |
1st CrossLink | CrossLink | VIP | Spanish | CLO | Installation | Sales | Bank Enrollment | Voicemail |
---|---|---|---|---|---|---|---|---|
x3497 | x3498 | x3499 | x3700 | x3705 | x3706 | x3710 | x2933 | x2809 |
SVB Support Phone | SVB Support Email | SVB Support | CTTS (SVB) Sales |
---|---|---|---|
855-796-9377 | x2079 | 844-440-8829 |
CTTS Support Phone | CTTS Queue |
---|---|
618-252-6505 | x3714 |
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