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Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. Account Owners can ...
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 ...
The Difference Between Accounts and Contacts
Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in ...
How to Download an Accounts Report
An accounts report includes the following details: Firm Name Account Name Account Status External ID Entity Type Phone Number Address Client Service Team Contact Name Contact Primary Email Contact Status Contact Relationship Type Account Owner Status ...