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 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
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 ...
Tax Return Delivery: FAQs
Tax Return 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 spent ...
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 ...
Tax Return Delivery: Printing Returns
Liscio's Tax Return Delivery automates breaking down tax return PDFs into actionable parts, guiding clients through reviewing, signing, and paying each part, saving time for tax professionals and assistants! Supported Documents 1040 Tax Returns for ...
Tax Organizers: Troubleshooting Organizers That Didn't Process
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 ...