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Creating New Accounts and Contacts

This guide will help you quickly and easily create new client Accounts and Contacts in Liscio.

Written by Liscio Support

Creating a New Account

  1. Select +Add New > Account from the left-hand vertical menu, or

  2. Navigate to the Accounts Page, then select +Account.

  3. Fill in all relevant account information.

  4. Select Create Account.

Adding a New Account to an Existing Contact

  1. Navigate to the existing Contact.

  2. Select the Accounts tab.

  3. Click +Account > New Account.

  4. Select the appropriate Relationship Type (describes the contact’s role related to the account).

  5. (Optional) Check Account Owner if the contact requires additional viewing/editing privileges.

  6. Fill in all relevant account information.

  7. Click Add Account.

Creating a New Contact

  1. Click +Add New > Contact from the left-hand vertical menu, or

  2. Navigate to the Contacts Page, then select +Contact.

  3. Fill in all relevant contact information.

  4. Click Create Contact.

To Invite the Contact:

  • Click the ellipsis (…) in the upper-right corner, then select Send Invite.

Note: Best practice is to associate each Contact with at least one Account and define the appropriate relationship.

Adding a New Contact to an Existing Account

  1. Navigate to the existing Account.

  2. Select the Contacts tab.

  3. Click +Contact > New Contact.

  4. Select the appropriate Relationship Type.

  5. (Optional) Check Account Owner if the contact needs additional viewing/editing privileges.

  6. Fill in all relevant contact information.

  7. Click Create Contact.

To Invite the Contact:

  • Hover over the contact record and select Send Invite.

Creating a New Account or Contact While Composing a Message

You don't have to leave a message to add someone who isn't in Liscio yet.

  1. When composing a new message, search for the person or account in the Message to field.

  2. If nothing matches, select Create new account (if the account doesn't exist) or Add Contact under an existing account.

  3. Fill in the required fields. If the email you searched is connected to your email account, Liscio may suggest a matching name from your email contacts to pre-fill the form.

  4. Check Invite this contact to Liscio to send them a portal invite as soon as they're created.

  5. Select Create & select to add them as a recipient and continue your message.

See How to Send a Message for the full compose flow.

The Difference Between Accounts and Contacts

Accounts = Client Profiles

The Accounts page holds all relevant information about a business or individual client, including:

  • Company name (for businesses) or 1040 name (for individuals)

  • Contact and demographic details

  • EINs or SSNs

  • Taxpayer information

  • And more

Note: Clients can be businesses (e.g., XYZ Company) or individuals (e.g., James & Sarah Adams).

Contacts = People Associated with the Account

Contacts are the individuals connected to an Account who provide information or documentation related to the services being delivered.

  • A unique primary email address (required for platform access)

  • Personal details like email, phone number, and address

  • A link to their associated Account(s), such as a business or 1040

Note: A Contact can be linked to multiple Accounts but only needs one primary email address.

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