Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in ...
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...
Step-by-Step: Click the Contacts Page on the left side of the screen. Click the download icon in the upper right-hand corner of the screen. You can also click into the New, Invited, Active, or Expired tab to download a report containing only these ...
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...