Build your workflow around the return.
Designed for CPAs, enrolled agents (EAs), and other tax professionals. Direct preparer entry today. Optional client questionnaires will follow.
CrossBorderFiler provides tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. Users determine tax treatment and filing obligations and review all output. We do not file returns or guarantee IRS acceptance or penalty relief. Service terms and limitations.
Foreign gifts & bequests · Part IV
Multiple client returns, saved drafts, documented currency conversions, validation, workpapers, draft previews, and reviewed filing packages.
Open preparation workspaceBuilt for professional preparation practices. Use synthetic data during development testing.
Foreign trusts · Parts I, II & III
Transfers and qualified obligations (Part I), ownership and Form 3520-A reporting questions (Part II), and distributions with Schedules A/B/C (Part III) are available for testing, with validation, PDF output, workpapers, and attachment reminders. Part III calculations await further tax review; its Schedule C/Form 4970 worksheet supports 2025 only. Required external documents must be added separately.
Client invitations, shared firm teams, and document uploads are also planned for later releases.
Commercial pricing is being evaluated.
No payment is collected in this development pilot. Published plan pricing will follow validation with professional firms. Professional tax review and deployment security review remain required before production use.