Two easy steps to export and send your client list - we'll handle the import!
Step 1: Export Your Client List
Follow the export instructions for your tax software to download your client list.
Manually add to Data Template (Attached to the bottom of this article)
*Please let us know if your software is not listed
Step 2: Send It to Us
Once your client list has been exported and reviewed, you’re ready to send it to us!
Log in to Liscio at firm.liscio.me.
Select "Need Help?" on the vertical left menu bar and choose "Ask a Question".
Attach your client list here. Our chatbot will likely respond, but a human agent will review and queue your data for upload.
Send your logo too!
Logo Specifications:
Transparent or white background.
File type: png, gif, jpeg, eps.
Height should maintain 50px.