We have several bulk send message templates (found below) based on Contact Status:

1. Active Users
   1. Tax Deadline Reminder
      
   2. Engagement Letter Reminder
      
   3. Would you like the option to eSign?
      
2. New Users
   1. Welcome to Liscio!
      
3. Invited Users
   1. Reminder: Set up your Liscio account!
      
4. Expired Users
   1. Action Required: Please set up your Liscio account!
      

To send the templates, follow these steps:

1. Click Bulk Actions
   
2. Click Send Message
   
3. Click Select Entity to narrow your list
   
4. Click Select Status to filter down by New, Invite, Active, or Expired Contacts
   
5. Select Contacts from your list
   
6. Click Next Step
   
7. Paste the Subject Line into the Message Title box
   
8. Paste the body of the template into the Description box
   
9. Click Draft Message
   
10. Review your list
    
11. Click Send Message
    

Templates for Active Contacts

Tax Deadline Reminder:

Subject Line: 

Tax Deadline Reminders - Submission and Extension Cut-Off Dates:

Body: 

Dear Client, 

Each year we request that tax documents are submitted several weeks prior to the April 15th deadline to ensure we have enough time to complete returns. We must set cut off dates after which we cannot guarantee the timely completion of tax returns. 

If tax documents are received after the dates listed below for any return, we will be required to file for an extension. 

Please submit all tax-related documents to our team by the following dates:

Business Returns: [DATE]

Personal Returns: [DATE]

To learn how to upload files, follow this link: How to Upload a File (Desktop) 

Need help? There are several ways you can contact Liscio Support:

• Email: support@liscio.me
  
• Phone: (765) 566-7127
  
• Liscio Live Chat via https://liscio.me/ 
  

Please let us know if you have any questions - thank you, 

[Firm Team Member Name]

Engagement Letter Reminder:

Subject Line:

Reminder to sign your Engagement Letter by [DATE]

Body: 

Dear Client, 

Tax season is just around the corner and one of the first steps is signing your Engagement Letter.

We’ve sent your Engagement Letter to you through Liscio as a task. You can find this directly on your dashboard in the My To Do List at the bottom of the page, or if you click on the Tasks page on your left-hand navigation. 

If you need help signing your Engagement Letter, you can follow this link to learn how: Sign a Form

This is an electronic signature and can be signed via the Liscio Mobile App, Mobile Web Browser, or via the Desktop browser version of Liscio. 

Once you have signed your Engagement Letter, the signed copy will automatically be stored in your Liscio file section. Click on the Files page on your left-hand navigation to view the signed copy. 

Please sign this letter by [DATE] so we can begin work on your return!

Thanks, 

[Firm Team Member Name]

Would you like the option to eSign?:

Subject Line:

Would you like the option to eSign?

Body: 

Dear Client, 

We are always trying to make working with us easier on you! In order for us to file your return for you, we’ll need you to sign a form 8879 for us. We would like to offer an option for you to electronically sign documents this year, including your 8879, billing forms, questionnaires, etc.. 

Please keep in mind that if you electronically sign an 8879, the IRS requires that your identity is verified via Knowledge Based Authentication (KBA). To learn more about KBA and what the electronic signature experience looks like, you can read these articles: What is KBA? and How to eSign

To let us know which experience you’d prefer, please respond ‘YES’ to sign electronically this year or ‘NO’ if you would prefer to print out your documents and physically sign them. 

Thanks, 

[Firm Team Member Name]

Templates for New Contacts

Welcome to Liscio!:

Subject Line:

Thanks for joining [FIRM NAME] on Liscio! 

Body:

Dear Client, 

Thanks for setting up your account and connecting with us on Liscio!

Liscio is a great way for us to communicate and collaborate securely, without worrying about dangerous phishing emails! Liscio is an invite-only, password-protected environment that helps us get sensitive information out of email. Here, you can chat with our team, upload files, electronically sign documents, and access all of your documents via the Files page on your left-hand navigation. You’ll receive an email notification when you receive something new in Liscio. You can also download the Liscio Mobile App (link below) and receive instant push notifications. 

Because you’re new to Liscio, we wanted to pass along a few helpful resources:

• Client Overview Video
  
• Learn how to upload a file
  
• Learn how to send a message
  
• Learn how to reply to a message
  
• Download the Liscio Mobile App and work with us on the go!
  
• Use this link to log into Liscio in the future - don’t forget to bookmark it!
  

Need help? There are several ways you can contact Liscio Support:

• Email: support@liscio.me
  
• Phone: (765) 566-7127
  
• Liscio Live Chat via https://liscio.me/ 
  

Please let us know if you have any questions!

Thanks, 

[Firm Team Member Name]

Templates for Invited Contacts

Reminder: Set up your Liscio account!:

Subject Line:

Reminder: Set up your Liscio account! 

Body: 

Dear Client, 

If you’re reading this message, you’ve successfully set up your Liscio account, so thank you! 

Please bookmark the following link to log into Liscio each time: https://app.liscio.me/ 

You can also download the Liscio Mobile App here: https://liscio.me/mobile 

Use this link to learn how to use Liscio in under 3 minutes: Client Overview Video

Here’s how you can find that message:

1. Click on Inbox on the left-hand navigation.
   
2. The message should be sitting in your Inbox - click on the message to open it and view the details. 
   

Please let us know if you have any questions!

Thanks, 

[Firm Team Member Name]

Templates for Expired Contacts

Action Required: Please set up your Liscio account!:

Subject Line:

Action Required: Please set up your Liscio account! Your invite will expire in 7 days!

Body: 

Dear Client, 

If you’re reading this message, you’ve successfully set up your Liscio account! 

We’re using Liscio to communicate and collaborate securely with clients!

To learn more about Liscio and to have a few resources on hand, please refer to the message in your Inbox with the subject line: Thanks for joining [FIRM NAME] on Liscio! 

Here’s how you can find that message:

1. Click on Inbox on the left-hand navigation.
   
2. The message should be sitting in your Inbox - click on the message to open it and view the details. 
   

Please let us know if you have any questions!

Thanks, 

[Firm Team Member Name]