Requests Templates
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 the standard templates.
Standard Templates
Liscio offers multiple Standard Requests Templates, including templates to collect data for business tax returns.
Custom Templates
Pro Tier users can create Custom Request Templates tailored to your team (e.g., client onboarding by service team) or clients (e.g., monthly close checklists by industry).
These templates are available for anyone in the firm to use.
How to Access Requests Templates
- Click on the Requests page in the left-hand menu.
- Click the +Requests button in the upper-right corner.
- Available templates will be available below the option to create a new Request.
- Click the template you'd like to view.
How to Create Custom Request Templates
Note: Only Pro-Tier Liscio Subscribers are able to create Custom Request Templates.
- Click on the Requests page in the left-hand menu.
- Click the +Requests button in the upper-right corner.
- Click the +Blank Request button.
- Add a Request title and subtitle, sections, and questions.
- Once completed, click the Ellipses in the upper-right corner.
- Select Save as Template.
- The template will be saved with other available templates in the template library.
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