CLO - Access Level Reference Guide

This guide provides a quick reference to default Access Levels that are auto-generated and applied to Logins when created or edited.

Users can create custom Access Levels for Logins by following the instructions in CLO - How to Create a Custom Access Level.

Part I - Office Setup Permissions

Default Access Level

Check Activation

Create/Edit Access Levels

Create/Edit Billing

Create/Edit Preparer

Create/Edit Restricted Fields

Create Login

Edit Login

Edit Database

Edit Due Diligence

Edit Client Letter

Edit Office Setup

Edit Print Config

EFIN/Office

x

Non Transmitting Preparer

Office Manager

x

Office Support

x

Preparer/Login

Reception

x

Part II - Tax Preparation Permissions

Default Access Level

Create Refund Calculator

Create Return

Delete Return

Edit Return

Mobile App Retrieval

Preview Return

Print Checks

Print Return

Print Return Comp.

Send Text Message

Transfer Return

Transmit Return