Automated Client Matching for Returns & Organizers
Liscio matches the imported organizers and tax returns to the right Accounts by reading the client ID that populates the name of the organizer PDF when printed from your tax software. For this to work properly, you will have to match the External IDs in Liscio to those in your tax software.
Liscio also has Automated Client Matching for returns and organizers using email matching. With email matching ,we will auto-match 1:1 Contacts and Accounts. However, we do not select an Account if the Contact is related to more than one Account.
Email matching is available for all returns, and for Drake/CCH organizers. Our system will always try to match both the External ID and email.
Updating the External ID in Liscio
You can find the External ID column in the Accounts page, and these are the values that will need to match what you have in your tax software.
To edit this, click into an account and under the Details tab and from the ellipsis next to the Client Service Team button, click Edit Account. You can then put in the ID in the External ID field and click Update Account to save the changes.
When importing into Liscio, the ID in the PDF's name will be searched within Liscio and one of three situations can occur.
1. No ID match in Liscio
If the ID in the file name has no match in Liscio, you will see the following:
Here you can Select Assignee and choose the Account and Contact this is meant for, and Liscio will update the account's External ID automatically once you click send.
2. Account with Multiple Contacts
If the ID matches an account that has more than one contact, you'll see the following:
Clicking Select Assignee will allow you to choose one recipient from that account.
3. Account with Single Contact
This is the simplest one as the file will automatically match it to the contact, and you can send it out right away (if the draft looks good).
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