OCR

Clients

• OCR Guide for Clients
• Adding a controller profile that is managed by another firm
• How to Permission Multiple Profiles to Reporting Firms at Once
• What is OCR?
• Is My OCR Profile Complete?
• Find Already Created Profiles

See all 7 articles

Reporting Firms

• Creating Accounts in Bulk
• OCR & Exchanges
• Filing a 102
• Adding a New Reporting Entity

OCR Documentation

• Lockbox for Direct Clients
• OCR FAQs
• OCR Glossary