Main Topics

✅ Dashboard Walkthrough:

• Overview of widgets for tracking return statuses.

• Using notifications for task management.

✅ Methods for Preparing Returns:

• Interview Mode: Step-by-step guided return preparation.

• Direct Entry: Manual data entry via Form 1040.

✅ Error and Warning Resolution:

• Importance of verifying returns.

• Resolving errors and warnings before transmission.

✅ Invoicing & Billing:

• Setting up client invoices and payments.

• Capturing client payments securely.

Tools & Features

✅ Vision Assist: Efficiently handle and organize documents.

✅ Document Archiving: Upload and store files digitally.

✅ Secure Messaging: Communicate with team members securely within CLO.

✅ Office Settings: Customize permissions, billing, and user access to optimize

workflows.

Timestamps

1. 0:02 - 5:30: Dashboard walkthrough and widgets.

2. 5:31 - 18:45:  Methods for preparing individual returns (Interview Mode and Form 1040).

3. 18:46 - 27:00:  Verifying returns, addressing errors, and transmitting securely.

4. 27:01 - 38:45:  Invoicing and billing process.

5. 38:46 - End:  Vision Assist, document archiving, and managing office settings.

Practice Activities

1. ✅ Navigate and customize widgets on the dashboard.

2. ✅ Prepare a tax return using both Interview Mode and Direct Entry.

3. ✅ Resolve errors and warnings in a sample return.

4. ✅ Create and send a client invoice within the platform.

Main Topics

✅ Security and Login Setup:

• Two-factor authentication setup using Google Authenticator or email for secure

• access.

✅ Dashboard Walkthrough:

• Tools for managing preparers and tracking return statuses at the office level.

• Widgets for monitoring return progress, fee estimations, and secure messages.

✅ Return Creation Methods:

• Refund Calculator: Quickly generate refund estimates and convert them into tax returns.

• Interview Mode: Step-by-step guided return preparation.

• Direct Entry: Manual form entry for experienced preparers.

✅ Error and Warning Resolution:

• Verify returns for required fields and potential errors.

• Address warnings before transmitting returns to ensure accuracy.

✅ Secure Messaging:

• Streamlined internal communication between preparers and admins.

✅ Document Archiving:

• Upload and manage client documents securely in the cloud.

• Request documents from clients via secure email links.

✅ Mobile App Integration:

• Overview of Tax Pass for taxpayer interactions.

• Taxpayers can upload documents and submit client data directly to the preparer.

✅ Return Completion and Transmission:

• Enter client data, add forms (e.g., W2, Schedule C), and capture signatures (remote or in-office).

• Finalize invoices and fees before transmitting returns directly from CLO.

✅ Error and Warning Resolution:

• Verify returns for required fields and potential errors.

• Address warnings before transmitting returns to ensure accuracy.

• ✅ Secure Messaging:

• Streamlined internal communication between preparers and admins.

✅ Document Archiving:

• Upload and manage client documents securely in the cloud.

• Request documents from clients via secure email links.

✅ Mobile App Integration:

• Overview of Tax Pass for taxpayer interactions.

• Taxpayers can upload documents and submit client data directly to the preparer.

  ✅ Return Completion and Transmission:

• Enter client data, add forms (e.g., W2, Schedule C), and capture signatures (remote or in-office).

• Finalize invoices and fees before transmitting returns directly from CLO.

Timestamps

1. 0:02 - 1:42:  Introduction to CLO.

2. 1:43 - 11:24:  Dashboard navigation.

3. 11:25 - 28:14:  Client data, refund calculator, creating returns.

4. 28:15 - End:  Document archive, transmitting returns.

Practice Activities

✅ Log into CLO securely.

1. ✅ Create a client record with dependents.

2. ✅ Navigate widgets and track returns.

3. ✅ Use refund calculator to estimate returns.

Main Topics

✅ Introduction to CLO:

• Web-based platform.

• Login via Google Authenticator or email verification.

✅ Dashboard & Navigation:

• Calendar: Manage client appointments.

• Secure Messages: Internal communication tool.

• Widgets: Status of returns, notifications, bank applications.

✅ Starting a Tax Return:

• Use Client Data Screen or Interview Mode.

• Add forms via Add Form button.

• Refund Calculator: Estimate refunds and convert to returns.

✅ Document Archive:

• Upload and store client documents securely.

• Use for a paperless workflow.

✅ Transmitting Returns:

• Direct transmission from within the return.

Timestamps

1. 0:02 - 1:42:  Introduction to CLO.

2. 1:43 - 11:24:  Dashboard navigation.

3. 11:25 - 28:14:  Client data, refund calculator, creating returns.

4. 28:15 - End:  Document archive, transmitting returns.

Practice Activities

1. ✅ Navigate and customize widgets on the dashboard.

2. ✅ Prepare a tax return using both Interview Mode and Direct Entry.

3. ✅ Resolve errors and warnings in a sample return.

4. ✅ Create and send a client invoice within the platform.