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Organizers: Importing
Using Requests, firms can send Smart Tax Organizers, customized from their tax vendor's organizer, directly to their clients through Liscio. Instead of directing clients to an external site or program to complete the organizer, they can conveniently ...
Exporting Completed Requests and Organizers
With Liscio's Request feature, firms can send their clients multi-question checklists, questionnaires, and even tax organizers imported from the firm's tax software. Once your client has completed their request, firms will likely wish to save the ...
Requests FAQs
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use custom pre-built templates. ...
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
Bulk Sending Requests
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use custom pre-built templates. ...