New Customers: How to Export Your Client List for Import Into Liscio

New Customers: How to Export Your Client List for Import Into Liscio

Two easy steps to export and send your client list - we'll handle the import!

Step 1: Export Your Client List

Follow the export instructions for your tax software to download your client list.
  1. Practice CS
  2. UltraTax
  3. Lacerte
  4. Drake
  5. Intuit ProSeries
  6. CCH DataScan Plus
  7. Canopy Tax
  8. TaxDome
  9. Karbon
  10. Xero
  11. QuickBooks
  12. QuickBooks Desktop
  13. JetPack
  14. Office Tools Workspace
  15. Outlook
  16. Gmail
  17. Manually add to Data Template (Attached to the bottom of this article)
*Please let us know if your software is not listed

Step 2: Send It to Us

Once your client list has been exported and reviewed, you’re ready to send it to us! 
  1. Log in to Liscio at firm.liscio.me.
  2. Attach your files to your open To-Do task or upload them to Do Not Reply Liscio Support Admin.
  3. Once your data is uploaded, a data specialist will reach out to confirm and provide further assistance.

Send your logo too!

Logo Specifications: 
  1. Transparent or white background.
  2. File type: png, gif, jpeg, eps.
  3. Height should maintain 50px.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



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