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Articles in this section

• CLO - Service Bureau Setup

• CLO - Multi-Office Setup

• CLO - Introduction and Completing a Basic Tax Return

• CLO - Understanding the Login Type

• CLO - How to Create a Login

• CLO - Activating a New Login Account

• CLO - How to Activate Checks

CLO - Multi-Office Setup

10 months ago

Updated

The top-tier account can log in and see the status from each office. If you wish to look at something in a particular office, click the View button to drill down into that office. You can also drill down into a specific preparer and see their tax returns.

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