Matching Organizers with Clients

Matching Organizers with Clients

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!

Liscio matches the imported organizers to the right contacts by reading the client ID that populates the name of the organizer PDF when printed from your tax software. For this to work properly, you will have to match the External IDs in Liscio to those in your tax software. 

Updating the External ID in Liscio

You can find the External ID column in the Accounts page, and these are the values that will need to match what you have in your tax software.


To edit this, click into an account and under the Details tab and from the ellipsis next to the Client Service Team button, click Edit Account. You can then put in the ID in the External ID field and click Update Account to save the changes.



When importing the organizers into Liscio, the ID in the PDF's name will be searched within Liscio and one of three situations can occur. 

1. No ID match in Liscio

If the ID in the organizer name has no match in Liscio, you will see the following:


Here you can Select Assignee and choose the account and contact this organizer is meant for, and Liscio will update the account's External ID automatically once you click send. 

2. Account with Multiple Contacts

If the ID matches an account that has more than one contact, you'll see the following:

Clicking Select Assignee will allow you to choose one recipient from that account. 

3. Account with Single Contact

This is the simplest one as the organizer will automatically match it to the contact, and you can send it out right away (if the draft looks good). 

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