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  1. CrossLink Professional Tax Solutions
  2. CrossLink Online

CrossLink Online

Getting started

  • CLO - Service Bureau Setup
  • CLO - Multi-Office Setup
  • CLO - Introduction and Completing a Basic Tax Return
  • CLO - Understanding the Login Type
  • CLO - How to Create a Login
  • CLO - Activating a New Login Account
See all 7 articles

Using CrossLink Online

  • CLO - How to Delete a Return
  • CLO - How to Print Checks
  • CLO - Sending a Remote Signature Request
  • CLO - Configuring Restricted Fields
  • CLO - Running a Custom Report
  • CLO - Running a Quick Report
See all 11 articles

Advice & 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 to the Database
  • CLO - Deleting a Custom Report
See all 11 articles

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