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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

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CLO - Sending a Remote Signature Request

1 year ago

Updated

Tax preparers can send a remote signature request either by email or cell phone in CrossLink Online.  In order to initiate a remote signature request, the following items are required before sending:

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