Recent Articles
Implementing Terms & Conditions for SMS Texting
A Terms & Conditions with an SMS disclosure is required for using SMS texting and must be made available to your clients/recipients. Typically, the Terms & Conditions are hosted on your firm's website. If your firm does not have a website, please ...
Karbon x Liscio: Tax Automation
Karbon x Liscio streamline your workflow with automated organizer handling, consistent client communication, and real-time task updates. Liscio offers a user-friendly interface for clients, ensuring a seamless and efficient tax process for all, while ...
Smart Tax Organizers & GruntWorx
Streamline your tax preparation process by automating data collection and entry with Liscio's Smart Tax Organizers and GruntWorx! Liscio makes it simple for clients to provide their tax documents: Clients can upload documents from any device. The ...
Lacerte Tax Document Imports
Streamline your tax preparation process by automating data collection and entry with Liscio's Smart Tax Organizers and Lacerte’s Tax Import feature. Liscio makes it simple for clients to provide their tax documents: Clients can upload documents from ...
Microsoft SharePoint Integration
With the Microsoft SharePoint integration you can: Attach Microsoft SharePoint files directly to Messages, Tasks, Requests, and eDocs in Liscio Export Files from the Liscio Vault directly into SharePoint How to Connect Microsoft SharePoint to Liscio: ...
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 ...