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.
Does a recipient of a Request get notifications if the Request is overdue?
Request notifications beyond the initial email notification are in the process of being built. We'll have this in an upcoming release!
Can I send one Request to multiple clients?
Not yet, but we plan on this being a feature in the future.
Can I change the Request owner to another firm employee after sending it out?
Currently, only the creator of the Request will be listed as the owner. This will be a feature enhancement we release in a future update.
Will I need to be in Pro tier to use Requests?
No, the Requests feature is available to all both Core and Pro tier users. However, only Pro users can save a template and use the organizer delivery feature. For Core users, you can create a blank request or use the system templates provided.
Can the system templates be edited?
While the standard templates can't be edited, you can edit the template that you select to send prior to sending it out.
Will information entered into a Request populate elsewhere in Liscio, or in other sites/programs?
While this is something we hope to have down the road, it's not part of the Requests feature right now. Once a client completes a Request, whether that be a one-time request, a templated Questionnaire, or an Organizer you've imported from your tax software, the information provided in the request will be available to you inside Liscio for data entry by your firm.
If I create a Request template, is it only available for me to use, or can other firm users send that template out as well?
Any template created by your firm will be available to the entire firm to use!
Can I Bulk-Send Requests?
This feature is being developed right now for upcoming release.
What about Recurring Requests?
This is coming, but we're heavily focused on the tax-related features of Requests at this time, and will circle back to this enhancement soon.
Contact Us
Related Articles
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. ...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 ...Exporting Requests
With Requests, your firm may desire to have a PDF copy of the information your client has provided. Your firm may also want to print this information. Below are steps to export a Request. From the Requests page, navigate to the tab the Request you ...Collaborating on Requests
Collaborate allows you to answer questions and upload files on behalf of your client. This feature is useful whenever you receive answers outside of the request. For example, when clients drop off files or provide answers over the phone, you can add ...Recalling Sent Requests & Organizers
If you've made a mistake in the request or just need it removed from client access, you can simply Recall the request. This will immediately archive the request and clients will no longer see it on their end. You may need to recall a request if: You ...