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The CrossLink software is assigned a unique identifier called User ID (UID). This UID can be located by utilizing your Cloud Client and/or Work In Progress (WIP) screen. |
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This article demonstrates how to locate your CrossLink User ID for hosted, desktop, and CrossLink Online. |
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Locating your User ID Hosted
Open the Cloud Client.
NOTE: If the Cloud Client will not open, please email us at support@crosslinktaxtech.com for assistance.The User ID will be displayed on the left side of the Cloud Client.
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Locating your User ID Desktop
Login to the tax software.
The User ID will be displayed on the top left side of the Work In Progress Summary Page.
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Locating your User ID CrossLink Online
Login to your tax software.
Open the Profile Menu.
The User ID will be displayed.
