Recent Articles
Tax Return Delivery: Printing Returns
Liscio's Tax Return Delivery automates breaking down tax return PDFs into actionable parts, guiding clients through reviewing, signing, and paying each part, saving time for tax professionals and assistants! Supported Documents 1040 Tax Returns for ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...
Monitoring Employee Activity on the Admin Users Page
As a firm administrator in Liscio, you can monitor your team's actions to ensure compliance with security policies and proper feature usage. The Admin → Users page offers key insights into which employees have Multi-Factor Authentication, Outlook or ...
Request Conditional Questions
What are Conditional Questions? Conditional Questions on Requests are questions that only populate for the assigned individual to complete if they answer the prerequisite question before it. For example: Did your marital status change last year? ...
Onboarding your Clients with Success

Popular Articles
How to Set Up Your Account
Step-by-Step: 1. You will receive an invitation to join Liscio. Copy and paste the invite link into your browser. Be sure to copy the entire link. Or click the pink Activate Account button. 2. Create a password. Your password must have at least 8 ...
How to Complete a Calendly Meeting Task
To Complete a Calendly Meeting Task: 1. Click into the Meeting task. 2. Click on the Calendly link within the task. 3. Select the date & time for your meeting. 4. Click Confirm. 5. Enter your name, email, and ...
Drake Export
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...
How to Upload a File (Desktop)
Step-by-Step: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...
How to e-Sign in Liscio (Desktop)
1. Log into Liscio 2. Click on the task to sign under My To-Do List - new tasks will show in bold font. 3. Click the link Click here to review and sign... 4. Click Continue to view and sign the document. 5. Your eSignature form will now show (if you ...