CLO requires Login Types for each login created at the office level in the software. Currently, the two types of login types are either Manager or Preparer.
Below is a comparison of the differences between the two login types:
| Manager | Preparer |
|---|---|
| Linking a preparer to the login is optional. | Linking a preparer to the login is required. |
| Can view all returns created by all preparers in the office. |
Can only view returns created by the preparer linked to the login. |
| Has access to the Preparer tab. | Does not have access to the Preparer tab. |
| Can capture the ERO Signature from the Profile menu (requires EFIN/Office access level) | Can capture the Preparer and ERO Signature from the Profile menu (requires EFIN/Office access level for ERO Signature) |
| Can send/receive messages to/from preparers in the office and to the parent account. |
Can send/receive messages to/from the office Manager(s) only. |
| Can view payments entered by everyone from the Payments section. | Can only view payments entered by them from the Payments section. |
| Can access the Capture Payment and Payment History buttons from the Tax Returns screen. | Cannot access the Capture Payment and Payment History buttons from the Tax Returns screen. |