Log Me In As
The Log Me In As feature allows Firm Admins to log in as any employee in Liscio. This feature was built to allow complete transparency when an employee is out of the office. To use the Log Me In As feature you must be a Firm Administrator. To ...
Troubleshooting Log In with Clients
Liscio Invitation Is the client looking at the most recent email? What browser is the client using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend using Chrome. Did the client copy/select the full link? (triple-clicking to ...
How to Install & Troubleshoot Liscio Dispatch
Seamlessly and securely share PDF files without leaving your tax or accounting system to save you and your staff time. How to Install Liscio Dispatch: 1. Click on your profile in the lower-left corner. 2. Click the Liscio Download Apps tab. 3. Click ...
Liscio Login Plugin (API)
Your firm can add a login plugin (API) to log into Liscio from your website. Please download the attached Word Doc and have whoever maintains your website add the plugin code. Don’t forget to include your firm’s Liscio URL in the code! This can be ...
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...