Content Comparison

Skip to main content

...

1. CrossLink Professional Tax Solutions 

2.  CrossLink Online 

3.  Using CrossLink Online

Top of Form

Bottom of Form

Articles in this section

• CLO - How to Delete a Return

• CLO - How to Print Checks

• CLO - Sending a Remote Signature Request

• CLO - Configuring Restricted Fields

• CLO - Running a Custom Report

• CLO - Running a Quick Report

• CLO - Using User Status Codes

• CLO - Capturing the Preparer Signature

• CLO - Adding a Widget

• CLO - Setting Defaults

See more

CLO - Capturing the Preparer Signature

1 year ago

Updated

In order for the preparer to electronically store their signature in CLO, you will need to capture their Preparer Signature for each designated preparer.

...

The preparer signature can be captured from the Profile Menu ONLY if the login used is a Preparer Type login (see Understanding the Login Type).

1. Login to CLO at the office level with a preparer login.

...

4. Capture the preparer's signature (see Onscreen Capture vs Signature Pad Capture).

Method 2: Capturing the Preparer Signature from the Setup Menu

...

5. Capture the preparer's signature (see Onscreen Capture vs Signature Pad Capture).

Was this article helpful?

...

1 out of 1 found this helpful

Recently viewed articles

• CLO - Using User Status Codes

• CLO - Running a Quick Report

• CLO - Running a Custom Report

• CLO - Configuring Restricted Fields

• CLO - Sending a Remote Signature Request

Related articles

• CLO - Sending a Remote Signature Request

• CLO - Onscreen Capture vs Signature Pad Capture

• CLO - How to Create a Login

• TaxPass - Retrieve TaxPass App Returns in CLO

• CLO - Using User Status Codes

© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us

Terms and conditions, features, support, pricing, and service options subject to change without notice.
Privacy Policy | Website Terms of Use | Social Media Disclaimer | SMS Messaging Terms