Increasing Client Adoption
If you find you are having trouble getting your clients to start using Liscio, here are a few methods we have found work well:
- Save your staff time explaining what Liscio is and why you're switching by adding firm-wide signatures. See the PDF below for a variety of customizable options! Find instructions for implementing signatures here (Gmail) and here (Outlook).
- Install the Liscio plugin on your website.
- Send your clients resources. Liscio has an extensive video library and Help Center. For example, you can send the Client Overview video in an email to resistant clients to give them a quick introduction to the platform.
- Use features like eSignatures, text notifications, and file exchange to incentivize usage. Show them how easy it is to use, and how many fewer steps it takes compared to old methods.
- Use Bulk Messages for expired invites. This way, clients will see a personalized note with their invitation. Please reach out to Support if you would like help setting this up.
Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...
Checking Client Adoption in Liscio: Activation Status
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...
Liscio's Rollout Email Templates
As part of your Liscio rollout, clients should be prepped ahead of their invites. A great way of doing this is through an email campaign. Liscio’s Rollout Email Templates are meant to relay the benefits of Liscio to your clients and provide them with ...
8879 Signatures Options & KBA
Should you move to electronic signatures for Form 8879? The IRS does allow Form 8879 to be signed electronically, but there’s a catch. The IRS requires that the electronic signature software you use must include identity verification. Software ...
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 ...