Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts.
- Click +Add New.
- Click File.
- Uncheck the Firm Only box.
- Click on the To field.
- Under Recipient, type in the new contact's name.
- Click the blue + button.
- Add an email address & click Save.
- Under Account, type in an existing or new account.
- For a new account, click the blue + button.
- Select the Entity Type.
- Click Save.
- Click Ok.
- Fill out all necessary information & attach the file.
- Click Upload.
Note: The new contact will receive an invite to Liscio.
How to Create a Contact
There are two ways to create a Contact: Method 1: Click +Add New in the upper-left of the screen. Click Contact. Fill out the pertinent information. Scroll to the bottom and click Create Contact. Method 2: Click on the Contacts page on the left-hand ...
Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
How to Create an Account
There are two ways to create an Account: Method 1: Click +Add New at the upper-left hand side of your screen. Click Account. Fill out the pertinent information. Scroll to the bottom and click Create Account. Method 2: Click on the Accounts page on ...
The Difference Between Accounts and Contacts
Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep ...
How to Merge Accounts
Merging Accounts in Liscio may be necessary for a number of reasons, such as two of your clients getting married. Here are best practices for doing this: 1. Pick one Account to keep active and one to archive. 2. Associate the Contact of the ...