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  1. CrossLink Professional Tax Solutions 

  2.  CrossLink Online 

  3.  Advice & troubleshooting

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CLO - Setting the In-Office Preferred Signature Capture Method

2 years ago

 

Updated

Follow the instructions below to successfully select your in-office preferred signature capture method when using CrossLink Online.  

1. Login to CrossLink Online (crosslinkonline.com)

2. Click on the Profile menu

3. Click on Login Preferences located inside the Profile menu

4. Select your Preferred Signature Capture Method from the available selections

5. Click Save (this will save the selected method for this login only)

 

 

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