Collaborating on Requests
Editing responses on a request lets you answer questions and upload files on behalf of your client. It's ideal for handling responses received outside the request, such as dropped-off files or phone conversations. This avoids duplicate effort for clients and keeps the progress bar updated.
- Navigate to the Requests page.
- Find the Request that you wish to collaborate on and click it to open.
- Click the Ellipses (three dots) in the upper-right corner.
- Click Edit Responses.
- You can answer Yes/No questions, short answers, and upload files on the client's behalf.
- Once finished, click Save Changes in the bottom-left corner.
- The client will see any changes made.
Note: Only responses can be edited once a Request has been sent. Questions on a sent Request can not be edited or removed.
Contact Us
Related Articles
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...Requests FAQs
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use custom pre-built templates. ...Smart Tax Organizer FAQs
What are Smart Tax Organizers? Client-friendly organizers that include automated follow-ups, guided completion, and work from any device. Personalized organizers based on last year's tax return that includes prior year information. Reduces the time ...Requests Templates
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use the standard templates. ...Completing a Tax Organizer (Mobile)
In Liscio, your tax organizers questions are tailored based on your prior year's tax organizer, making it easier and faster to complete. When you are sent an organizer via Liscio, you will receive an email notification similar to the one below. ...