Liscio's Smart Tax 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 handles tax return delivery, you'll see a smoother transition, higher adoption rates, and most importantly, more responsive clients!
Contact Us
Related Articles
Liscio Organizer Client Announcement Template
Prep your clients for a seamless experience this tax season! Share the guide below or use the attached template to assist them in navigating Smart Tax Organizers.Smart Tax Organizer FAQs
What are Smart Tax Organizers? Client-friendly organizers that include automated follow-ups, guided completion, and work from any device. Personalized organizers based on last year's tax return that includes prior year information. Reduces the time ...Smart Tax Delivery: FAQs
Liscio's Smart Tax Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise ...Smart Tax Delivery: Sending Tax Returns to Clients
Smart Tax Delivery offers your tax clients a simple, effective, and guided way to review and sign their tax returns online or via mobile. It ensures IRS compliance while eliminating non-billable time spent coaching clients through signing, paying ...Smart Tax Delivery: Printing Returns
Liscio's Smart Tax Delivery automates breaking down tax return PDFs into actionable parts, guiding clients through reviewing, signing, and paying each part, saving time for tax professionals. Tax Software We Work With UltraTax CS | Thomson Reuters ...