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 - Capturing the Preparer Signature
• CLO - Capturing the ERO Signature
• CLO - Adding a Widget
• CLO - Setting Defaults
• CLO - Setting up Client Letters

Advice & troubleshooting

• CLO - Forgot Login Password
• CLO - Working with Device Registrations
• CLO - Onscreen Capture vs Signature Pad Capture
• CLO - Generating a New 2FA QR Code
• CLO - Setting the In-Office Preferred Signature Capture Method