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This article provides step-by-step instructions for setting up and configuring the CrossLink 1040 Hosted solution. |
Overview
Creating Cloud Logins for the Tax Client Application (Thin Client)
Original Password Creation, User Password Creation/Changing
Tax/Thin Client Download Install, and Configuration
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Tax/Thin Client Download Install, and Configuration
Once you have completed Creating Cloud Logins for the Tax Client Application (thin client), the next step is to download the Thin Client software.
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1. Click the link in the email to start the download of the Tax Client file or click the link below:
https://www.mytaxofficeportalportal-static-file-drive.s3.us-west-2.amazonaws.com/portal18software/downloadsXlink2017/XLink17_GenericTaxClient.zip
2. Save the file named XLink17_GenericTaxClient.zip to your Downloads folder or another location.
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Website - opens the website based on the cobranding information.
Chat - opens a link to chat, if available
Remote Req - See "The Remote Req Button" section below for an explanation.
Status - Displays the Live Link connectivity status.
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The Remote Req Button
Remote Req Overview
If sending a signature pad request
When initiating a scan via the Document Archive/ Scan Doc in the Hosted Software
The Remote Req (Remote Request) button serves as a go-between for the hosted install, and the local machine that the Tax Client is installed on.
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