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CrossLink Online
CrossLink Online
The ultimate level of convenience for tax professionals
Getting Started
CLO - Introduction and Completing a Basic Tax Return
CLO - Understanding the Login Type
CLO - Activating a New Login Account
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 - Onscreen Capture vs. Signature Pad Capture
CLO - Generating a New 2FA QR Code
CLO - Setting the In-Office Preferred Signature Capture Method
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