Recent Articles
Timeline: How it Works and FAQs
What is Timeline? Timeline is the central place where all of your client interactions come together, offering you a level of clarity, organization, and efficiency that we believe will change the way you work with clients. How does Timeline work? ...
Turning an Email into a Note
Any client information sent via email that is needed for future reference can be easily turned into a note. This may include a business name change, employee pay or bonus, marriage status change, dependent change, new home purchase, etc. Turning an ...
Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...
Turning an Email into a Task
From an email, create a task with due dates and automatic reminders for yourself, the client, or someone on your team. This could be when a client sends in a request that can't be completed until month end, create a To Do Task for yourself and set a ...
Easily Create Contacts in Liscio from Email
When you receive an email in Liscio, the Liscio icon appears next to anyone who is already a Contact or Firm User in Liscio. If the email address is not related to an existing user, you can easily create a Lisico Contact: Click the plus (+) icon next ...
Popular Articles
Liscio Training Video
This training video is for Firm employees and administrators.
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 ...
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: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...