Accounts Page Overview
Note: Some Accounts have restricted access, so you may not be able to view all details or edit the Accounts page.
To access your accounts on the dashboard, click the Accounts page on the left side of the screen. The Accounts page displays the Accounts (entities) you are related to and the information associated with your Account.
Account Owners can edit information related to the Account. Only your firm can grant account ownership.
Contact Us
Related Articles
Files Overview
Overview of the Files Page (Liscio Vault) The Files page, known as the Liscio Vault, provides a complete view of all files uploaded to Liscio. Every employee in your firm can access files uploaded by or shared with Contacts and Accounts, except ...Contacts Overview
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...Account Overview in FirmDash
Quickly get up to speed on an Account with overviews in FirmDash. From the Accounts page, you can search for specific Accounts. Clicking into an Account will allow you to view the Account Overview, as well as Contacts, Tasks, Messages, and Files. ...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 ...Mobile App Overview
The Liscio Mobile App enables you to upload files and send messages to your firm. The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...