Smart Tax Organizers & GruntWorx
Streamline your tax preparation process by automating data collection and entry with Liscio's Smart Tax Organizers and GruntWorx!
Liscio makes it simple for clients to provide their tax documents:
- Clients can upload documents from any device.
- The built-in document scanner converts photos into PDFs, saving time and ensuring quality.
- The intuitive interface makes it easier for clients to upload the right documents on the first try.
Start by collecting client documents in Liscio with Smart Tax Organizers:
- Follow these tax organizer import instructions to properly print and import organizers into Liscio.
Once clients have uploaded their documents:
- Navigate to the client's organizer request in Liscio.
- Click on the ellipses to export the documents as a Zip file.
- Extract the Zip file & review the documents for accuracy.
- Drag & Drop PDFs into GruntWorx dashboard.
Contact Us
Related Articles
Smart Tax Organizer FAQs
What are Smart Tax Organizers? Client-friendly organizers that include automated follow-ups, guided completion, and work from any device. Personalized organizers based on last year's tax return that includes prior year information. Reduces the time ...
Smart Tax Organizers: Importing & Sending
Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your ...
Smart Tax Organizers: Troubleshooting Organizers That Didn't Process
As you import organizers into Liscio, be sure to carefully follow the printing instructions below to ensure successful processing: Bulk Printing Organizers from UltraTax Bulk Printing Organizers from Drake Bulk Printing Organizers from CCH Bulk ...
Exporting Smart Tax Organizers from Liscio
Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your ...
Smart Tax Delivery: Troubleshooting Returns That Didn't Process
As you import returns into Liscio, be sure to carefully read the printing instructions to ensure successful processing. If a return doesn't process after following the instructions, here are possible reasons: Check that we work with your tax ...