Recent Articles
Printing Tax Returns from Lacerte
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from CCH
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from Drake
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Printing Tax Returns from UltraTax
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040SR, 1040EZ, and 1040A are not). Learn more here. ...
Implementing Terms & Conditions for SMS Texting
A Terms & Conditions with an SMS disclosure is required for using SMS texting and must be made available to your clients/recipients. Typically, the Terms & Conditions are hosted on your firm's website. If your firm does not have a website, please ...
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 e-Sign in Liscio (Desktop)
1. Log into Liscio 2. Click on the task to sign under My To-Do List - new tasks will show in bold font. 3. Click the link Click here to review and sign... 4. Click Continue to view and sign the document. 5. Your eSignature form will now show (if you ...