2023 Webinar: How to Complete an Tax Return in CrossLink Online (CLO)

This webinar will focus on accurately preparing an individual tax return – from entering the client’s personal information all the way through to gathering signatures – in CrossLink’s online program. The emphasis of this training will be on program throughput, with the instructor showing how easy it is to complete client data, add appropriate forms, and verify for errors, as well as how paperless processing of a return can be done.

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