Liscio Organizer 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 ...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 ...Completing a Tax Organizer (Desktop)
In Liscio, your tax organizers questions are tailored based on your prior year's tax organizer, making it easier and faster to complete. When you are sent an organizer via Liscio, you will receive an email notification similar to the one below. ...Sending Tax Questionnaires through Requests
Requests allow you to easily get the information you need from your clients. This feature is perfect for sending Tax Questionnaires to your clients. You can accomplish this in a few different ways. Sending our Standard Tax Questionnaire Template ...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. ...