Liscio's Smart Tax Delivery offers tax clients an online, mobile, and guided option for reviewing and signing their tax returns.
It keeps you IRS-compliant while eliminating non-billable time spent coaching clients through signing, paying balances due, and managing estimate reminders.
For instructions on Importing your Tax Return, please see Smart Tax Delivery: Sending Tax Return to Clients.
Signing on Same Device
Signing on Same Device is available for Married Filing Jointly clients. It allows both the taxpayer and spouse to sign using a single email address.
Assign the Liscio Contact as the Taxpayer.
Choose Sign on Same Device for the second signer.
Note: Sign on Same Device works whether one or both spouses are set up as Contacts in Liscio. As long as the Taxpayer is assigned as the first signer, you can select Sign on Same Device for the spouse.
After Importing the Tax Return:
Select the recipient(s).
Choose the signing order.
Decide whether to enable or disable KBA (Knowledge-Based Authentication).
Choose if the users will sign on the same device.
Important: Once you send the Request, you cannot change the signers or move a signer to a different device.