Tracking Organizer Progress in Liscio
The Smart Tax Organizer feature in Liscio gives you multiple ways to track your clients’ progress in real time.
Each organizer in Liscio includes its own Progress Bar, which updates instantly as clients respond. You can click on an organizer to view client answers immediately—no more waiting for a full paper organizer to arrive through the mail. As soon as you have the information you need, even if the organizer is not fully complete, you can retrieve the responses and begin working.
Click on the Completion column header to sort by percentage complete.
