First Stripe Payout
How long does it take to get paid? You will typically receive your first payout 7 days after the first successful payment is received. For the 2nd payout and onward, your standard payout timing depends on your sign-up country. (ie: Businesses in the ...
How to Bulk Archive Accounts and Contacts
Bulk Archive Accounts Accounts cannot be completely deleted in Liscio. However, you can archive an Account for future reference. Click on the Accounts page on the left side of the screen. Click the check box next to the Accounts you would like to ...
Pin a Message in Liscio Inbox
Pinning a message allows you to easily refer back to it at a later point in time. An entire message thread can be pinned, as well as any response within a thread. Pinned messages can be found in the Inbox under the Pinned tab, and also under ...
Liscio Corp vs. Your Firm's Liscio Account
What is Liscio Corp? This is the first Liscio platform you are invited into and asked to sign your agreement with us. You'll continue to use Liscio Corp to message and upload client data/logo files to your Liscio Account Manager. You can easily know ...
Intuit Practice Management Integration: Set Up
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to email@example.com to have this done. Caution - Do not sync ...