Setup & Data Guide

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.

  1. Practice CS
  2. UltraTax
  3. QuickBooks
  4. QuickBooks Desktop
  5. Lacerte
  6. Drake
  7. Office Tools Workspace
  8. Canopy Tax
  9. Outlook
  10. Gmail
  11. CCH DataScan Plus 
  12. JetPack
  13. Xero
  14. Karbon
  15. Intuit ProSeries
  16. 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! 
  1. Save your excel file.
  2. Log in to https://corp.liscio.me/.
  3. Upload your file into Liscio Corp and we’ll take it from here!
  4. Once your data is uploaded to Liscio, you’ll receive a Data Release Checklist in Liscio Corp. 

Send your logo over too!

Logo Specifications: 
  1. Transparent or white background.
  2. File type: png, gif, jpeg, eps.
  3. Height should maintain 50px.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



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