Liscio Organizer Client Announcement Template
With the release of Liscio's Organizer feature, your firm may wish to communicate changes in how you will be putting organizers into your client's hands this year. Here's a template that you can use to make sure your clients know what's going on, and to help get that important buy-in!
By communicating the changes in how your firm handles organizers, you'll see a smoother transition, higher adoption rates, and most importantly, more responsive clients!
Contact Us
Related Articles
Liscio Organizer FAQs
Liscio Organizers: Need to Know You asked for it. We listened! Firms can now send their customized Tax Organizers through Liscio, utilizing our Requests feature. By sending them in this way, firms will: Provide a client-friendly way for their ...Liscio Tax Return Delivery Client Announcement Template
With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...Organizers: Importing
With Requests, firms are able to send Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients to another site or program to complete the organizer, they'll be able to answer those important ...How to Send an Organizer to a Client
With Requests, firms are able to send Tax Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients paper or to another site or program to complete the organizer, they can answer those important ...Drake Export
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...