Related Articles
Custom Inbox Views
Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges. This is a great tool for monitoring important accounts or the messages coming to ...
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. ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...
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 ...
Adding Liscio to Your Website
In today's digital age, providing a seamless and professional experience for your clients is crucial. One simple yet effective way to achieve this is by adding Liscio to your website, allowing clients to log in through your branded Liscio login page. ...