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
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
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