Recent Articles
Billing Contact, What Does That Mean?
Making a contact a Billing Contact, grants a Contact viewing privileges of their Account Billing. There can be multiple Billing Contacts per Account. As an Billing Contact, Contacts have access to the following Account information: Overview of ...
Timeline Tab for Accounts
The Timeline tab is a chronological display of all actions taken at both the Firm and Client level regarding an Account. It allows firms to get up to speed on a client in one, single screen. With the Timeline Tab, Firm users will be able to see every ...
In Focus Tab for Accounts
The In Focus tab is a simple, clear view for Firm users to see any outstanding action items for this Account. From the In Focus tab, Firm users can see the following: Client Tasks: Open tasks assigned to your clients. Firm Tasks: Open tasks assigned ...
Account Details
The Details tab is your landing page when clicking on a client Account. It's contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...
Liscio Billing FAQs
Is there a way to delete a recurring bill? Yes! Recurring Invoices can be canceled. Follow this link to see instructions on how to cancel a recurring invoice. If the Account and Contacts are inactive, will the recurring billing automatically end? ...
Popular Articles
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 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 ...
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 ...
Liscio Training Video
This training video is for Firm employees and administrators.
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 ...