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New Customers: Exporting your Client List for Import Into Liscio

Liscio Support avatar
Written by Liscio Support
Updated over 2 weeks ago

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.

*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!

  1. Log in to Liscio at firm.liscio.me.

  2. Select "Need Help?" on the vertical left menu bar and choose "Ask a Question".

  3. 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:

  1. Transparent or white background.

  2. File type: png, gif, jpeg, eps.

  3. Height should maintain 50px.

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