Setup & Data Guide
Setup Items
We have 2 EASY steps to export and send your client data to us!
Data Export: Step 1
Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an excel file. It's important to follow these instructions step by step to avoid any delays.
- Practice CS
- UltraTax
- QuickBooks
- QuickBooks Desktop
- Lacerte
- Drake
- Office Tools Workspace
- Canopy Tax
- Outlook
- Gmail
- CCH DataScan Plus
- JetPack
- Xero
- Karbon
- Intuit ProSeries
- TaxDome
- Manually add to Data Template (Attached to the bottom of this article)
*Please let us know if your software is not listed
Data Export: Step 2
Once your data has been exported from your current client data storage software and cleaned, you’re ready to send it to us!
If you originally signed your Proposal via Liscio Corp, please follow these instructions:
- Save your excel file.
- Log in to https://corp.liscio.me/.
- Upload your file into Liscio Corp and we’ll take it from here!
- Once your data is uploaded to Liscio, you’ll receive a Data Release Checklist in Liscio Corp.
If you originally signed your Proposal via a web-link/fillable webpage, please follow these instructions:
- Save your excel file.
- Log in to your firm's Liscio page.
- use the Upload File or Message option to send your excel file as an attachment to the Do Not Reply Liscio Support Admin user in your firm.
- Once your data is uploaded, a data specialist will reach out to you to let you know.
Send your logo over too!
Logo Specifications:
- Transparent or white background.
- File type: png, gif, jpeg, eps.
- Height should maintain 50px.
Contact Us
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