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
- 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 select.
- 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.
- 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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