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The ultimate level of convenience for tax professionals

Getting Started

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

Advice and Troubleshooting

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 in 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

CLO - Setting the In-Office Preferred Signature Capture Method

Using CrossLink Online

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

CLO - Setting up Client Letters

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