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• CLO - Access Level Reference Guide

• CLO - Configuring Google Authenticator Extension for a CLO Login

• CLO - Deleting Records from the Database

• CLO - Editing Records in the Database

• CLO - Adding Records to the Database

• CLO - Deleting a Custom Report

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• CLO - Forgot Login Password

• CLO - Onscreen Capture vs Signature Pad Capture

• CLO - Generating a New 2FA QR Code

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CLO - Editing Records in the Database

1 year ago

Updated

Most records in the database will be automatically generated as you fill out tax returns, it may become necessary to make changes to these automatically generated records, or to manually created records. 

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