Liscio eDoc/KBA Pricing & Breakdown
Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement Letters) and the Adobe Sign Integration:
Get a Signature Tasks
- Hosted by Liscio and requires Liscio Support assistance for uploading templates.
- Clients can only sign documents - they cannot fill out fields, check boxes, etc.
- Task can only go to one person at a time.
- This is a free service included in your Liscio subscription.
Adobe Sign Integration
- Firms have a template library and can add/edit/remove templates as needed. Liscio Support is only involved in purchasing bundles.
- Clients can fill out fields, check boxes, sign, complete KBA (Knowledge Base Authentication) for 8879s, etc.
- Tasks can be sent to multiple users (e.g., a husband and wife).
- Each document is $1 per document (not per signature) and $2 per KBA verification. Liscio uses LexisNexis as the third party for KBA.
To begin using the eDoc feature, firms can purchase a few initial documents or purchase bundle packages. Please keep in mind that this is a one-time purchase - this is not a monthly fee or a monthly subscription. The bundles also never expire.
If you would like to purchase eDocs or KBAs, please use the Purchase eDocs/KBA button located on the +eDocs page and complete the order in the related fields. If you have any trouble, please contact Liscio Support at support@liscio.me.
Contact Us
Related Articles
What is KBA?
Knowledge Base Authentication (KBA) Overview KBA is an IRS-compliant method used to verify your identity when signing an 8879 electronically. You must correctly answer all KBA questions. How does Liscio use KBA? You will be asked four questions. If ...
How to Send an eDoc
1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or not. ...
How to Send an eDoc With Multiple Signers (8879 with KBA example)
eDocs can be sent to more than one person for signature, for example, a husband and wife. Here's how: 1. Click +Add New. 2. Click eDoc. 3. Click in the To field to add the first recipient. 4. Select a Recipient and an Account. 5. Click OK to add ...
How to e-Sign an 8879 with KBA (Knowledge Base Authentication)
Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing. 1. Log into Liscio. 2. Click on the Task on your Home page or in the Tasks page. 3. The task description will ...
E-file Authorization using KBA
Note: The IRS requires identity verification when using e-Signature. If identity cannot be verified, the document must have a hand-written signature. Liscio has the option for eDocs to have verified e-Signatures using KBA (Knowledge Base ...