CrossLink Online

Getting started

• CLO - Multi-Office Setup
• CLO - Introduction and Completing a Basic Tax Return
• CLO - Activating a New Login Account
• CLO - How to Activate Checks

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

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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

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