How to Send an Organizer to a Client
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 questions in the same place they communicate with your firm!
We are currently compatible with these tax software for our Organizer feature:
- UltraTax
- CCH Axcess
- Intuit Proseries
- Drake
- Lacerte
- ATX
There are three parts to quickly uploading an organizer to your client:
How to Import Organizers
Before you can import your organizers, you'll need to download your clients' organizers from your tax software. This is a quick export from your program which should only take a few minutes! As you download these PDF organizers, you'll want to make sure that the Client ID for each organizer is in the PDF file title AFTER the underscore. In the example of UltraTax, an accepted file title would be: "Smith, John and Jill_1234568.pdf"
Note: You can only use full, unedited organizers. Lite, condensed, or edited versions will not populate prior year information.
For your organizers to match up to your Accounts in Liscio automatically, you'll want to make sure the Client IDs from your tax software matches up with the External ID on your Accounts in Liscio. Please reach out to Liscio Support if your Client IDs do not match and you'd like assistance bulk editing them. If your IDs don't match, you can still upload your organizers and manually pair them to your clients. When you make a match yourself, the organizer Client ID will automatically edit the External ID on the Account to match for the future.
We have instructions here on how to export organizers from any tax software here:
Once you have PDFs of your client organizers with the Client IDs in the file names, click on Requests from the navigation bar on the left side of your screen.
Click + Import in the top right corner of your screen.
Drag and drop your organizers into the attachment box and click Begin Upload in the bottom right corner. We recommend uploading in waves of 10 organizers at a time.
Once you begin uploading, you'll see your organizers begin loading in your Drafts section. This may take several minutes to see progress, so grab a coffee and come back!
Reviewing Drafts
Before you send the organizers, you'll have the chance to review them in your Drafts section. From the Requests page, click on the Drafts tab at the top of your screen.
From the Drafts tab, you'll see a list of all organizers that you imported linked to the Accounts in cases that we found a match between the file name's Client ID and the Liscio Account's External ID. Click into a Draft to preview the organizer.
You can look over the Source File PDF and review the questions asked, but you cannot edit these questions. Editing is coming soon!
Sending Organizers
To send an organizer, you'll want to have the Draft opened. On the right side of your screen, you'll have an option to choose the Recipient and Account, as well as the Due Date. Make your selections and press Send at the bottom. That's it!
Your client will immediately receive an email to complete your Request. They'll be able to login and see this on the To Do List right on their homepage! Clients will receive further notifications the day before the Request is due, the day the Request becomes overdue, and every following Wednesday as long as the Request is still overdue.
Bulk sending is coming in a future update.
If you're interested in tracking your organizers once they have been sent, follow along this article!
Contact Us
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