Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library
. Copy and paste these just as they are, or edit them to add your personal touch!
Subject Line: Monthly Invoice
Thank you for your business! Please pay the attached invoice by clicking on the blue Pay Invoice button. You will be prompted to select your preferred payment: ACH or Credit Card.
If you have any questions, please leave a comment at the bottom of this task.
Request Information task
Subject Line: Please Send Source Documents
We need a few additional items in order to complete your statements from this month/year/quarter.
Please attach the following source documents in the attachment section of this task: bank statement/ deposit slip/sales receipt/ expense report/ purchase order/ payroll list.
Please review this document before signing.
If you have any questions, comments, or concerns, please contact us and we would be happy to discuss them with you.
Please click Review & Sign below to access the secure signature page. If any other information is required, you will be guided through the necessary form fields in the document.
We want you to understand and feel comfortable with the information being filed. If desired, please reach out to us to request a consultation.
Learn how to e-Sign an 8879 with KBA (Knowledge Base Authentication).
Subject Line: Yearly Questionnaire
Please read through and complete your questionnaire. This information will help us complete your tax return(s).
Task, eDoc and Invoice Description Templates
Task, eDoc and Invoice Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in ...
eDoc Template Examples
Attached are eDoc example templates in both PDF and Word format: General Tax Questionnaire ACH Authorization Form The questionnaire is hardcoded. This means the fillable fields will populate when uploaded to your eDoc Template Library. Related ...
How to Send an eDoc With Multiple Signers (8879 with KBA example)
eDocs can be sent to more than one person for signature, for example, a husband and wife. Here's how: 1. Click +Add New. 2. Click eDoc. 3. Click in the To field to add the first recipient. 4. Select a Recipient and an Account. 5. Click OK to add ...
Liscio eDoc Pricing & Breakdown
Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
Combining eDoc Templates Into a Single eDoc
Please note that multiple eDoc templates should not be attached to a single eDoc unless fields have been uniquely named on each template. The field name for each form is the same. This means that when the client enters data on the first form in the ...