Business Organizers
With Requests, firms are able to send out their client's Individual Tax Organizers directly through Liscio, but many firms have asked us for the ability to send out Business Organizers as well. With that in mind, we've created a number of standard Business Organizer Templates that area available to all firms, regardless of their subscription tier. With these templates, you can get the information you need from your Business clients regarding business partners in the same, convenient way you get it from your Individual clients.
These are free for all subscription tiers. Core Tier Subscribers can edit and send, while Pro Tier Subscribers can also edit and save as a new template to create their own custom, reusable organizers.
You can find these Business Organizers by going to the Requests page and clicking the 
button. This will load all the available Request templates, including the Business Organizer Templates:
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