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.
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