Requests Templates

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 two Standard Requests Templates: Tax Questionnaire and Monthly Close Questionnaire.



Custom Templates

Pro Tier users can create Custom Requests Templates specific to your team - ex: client onboarding for each service team. Or specific to your clients - ex: a monthly close checklist by client industry. You can also create templates for your internal processes - ex: prep work or follow up from a client meeting.

These templates are available for anyone in the firm to use.



How to Access and Send Requests Templates

  1. Click on the Requests page in the left-hand menu.
  2. Click the +Requests button in the upper-right corner.
  3. Available templates will be available below the option to create a new Request.
  4. Click the template you'd like to select.
  5. Complete the process of sending it to your client.

How to Save a Requests Template

Note: Only Pro-Tier Liscio Subscribers are able to save Requests Templates.


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  1. Click on the Requests page in the left-hand menu.
  2. Click the +Requests button in the upper-right corner.
  3. Click the +Blank Request button.
  4. Add a Request title and subtitle, sections, and questions.
  5. Once completed, click the Ellipses in the upper-right corner.
  6. Select Save as Template.
  7. The template will be saved with other available templates in the template library.

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