Recent Articles
Request Conditional Questions
What are Conditional Questions? Conditional Questions on Requests are questions that only populate for the assigned individual to complete if they answer the prerequisite question before it. For example: Did your marital status change last year? ...
Onboarding your Clients with Success
How to Enable Multi-Factor Authentication
Enabling multi-factor authentication is a critical step in improving your cybersecurity. Liscio supports Google Authenticator, Microsoft Authenticator, Authy, and others. If using an Authentication app: Android: Go to the Google Play Store. Search ...
Tax Organizers: Troubleshooting Organizers That Didn't Process
With Requests, firms are able to send Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients to another site or program to complete the organizer, they'll be able to answer those important ...
Liscio Tax Return Delivery Client Announcement Template
With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...

Popular Articles
How to Set Up Your Account
Step-by-Step: 1. You will receive an invitation to join Liscio. Copy and paste the invite link into your browser. Be sure to copy the entire link. Or click the pink Activate Account button. 2. Create a password. Your password must have at least 8 ...
How to Complete a Calendly Meeting Task
To Complete a Calendly Meeting Task: 1. Click into the Meeting task. 2. Click on the Calendly link within the task. 3. Select the date & time for your meeting. 4. Click Confirm. 5. Enter your name, email, and ...
Drake Export
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...
How to Upload a File (Desktop)
Step-by-Step: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...
How to Create a Note
Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...