CLO - Sending a Remote Signature Request
- Brandon Bellamy
- Zac Crites
Tax preparers can send a remote signature request either by email or cell phone in CrossLink Online.
In order to initiate a remote signature request, the following items are required before sending:
ERO signature is required to be captured for the office before sending.
The recipient’s email/cell phone is required on Client Data Sheet.
A valid cell phone carrier is required, utilize the Choices menu.
Enter a "Y" for Does the Taxpayer consent to receive and sign their documentation remotely?
Located at the bottom of the Client Data Sheet.
Follow the instructions below to successfully send a remote signature request:
1. Click Signatures.
2. Choose Sign for the intended recipient.
3. Choose Remote Signature from the Signing Method drop-down.
4. Choose the desired Contact Method and click Next.
5. Click Send.
Repeat these steps for all parties that need to sign to get the option to Send.