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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

• CLO - Creating a Custom Report

• CLO - Forgot Login Password

• CLO - Onscreen Capture vs Signature Pad Capture

• CLO - Generating a New 2FA QR Code

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CLO - Adding Records to the Database

1 year ago

Updated

While most databases in CLO will automatically populate as you fill out tax returns, new records can be manually created at any time. Some databases (Like the Referral and User Status Code databases) can only be populated by manually creating entries.

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