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Enable Push Notifications (Mobile App)
iOS: Tap on the Settings icon on your Home Screen. Tap Notifications. Tap Liscio Mobile App. Toggle the Allow Notifications bar to turn on. Android: Tap on the Settings icon. Tap Apps & notifications. Tap See all apps. Scroll to find Liscio Mobile ...
Downloading the Liscio Mobile App
Note: There are two Liscio Mobile Apps, one for firms and one for clients. If you are not a firm user, please ensure you download Liscio PRO, not FirmDash. Android: Go to the Google Play Store. Search for Liscio. The app should be the first on the ...
Downloading FirmDash
iPhone: Go to the Apple App Store. Search for FirmDash. The app should be the first on the list. Tap Get. Tap Install. Enter your Apple ID password if required to download. Tap Open to navigate to the sign-in screen. Enter Username and Password and ...
Managing Files in FirmDash
To view the Files page: Tap the menu icon (three dots) in the upper-left corner of the screen. Tap Files. Use the toggle bar at the top to filter by Active or Archived Files. Filter files by tapping the filter icon on the right-hand side of the ...
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...