Logging In
Software Navigation
- Activating Checks
- Accessing Reports in the Tax Software
- Checking the Status of a Tax Return
- How to Locate Your Office EFIN
- How to Upload a Binary Attachment
- How to Locate Your CrossLink User ID
Printing & Signing
- Printing and Signing a Tax Return (Hosted) Tax Year 2022
- Printing Checks in the Tax Software
- How to Reprint a Check
- Printer Not Showing? Cloud Client Users (Hosted)
- Remote Signature Capture
- Troubleshooting Remote Sign