Task Template Suggestions
Task Templates
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.
Thank you!
Subject Line: Please Send Source Documents
Description:
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.
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.
eDoc Templates
Subject Line: Tax Return
Description:
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
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
Description:
Please read through and complete your questionnaire. This information will help us complete your tax return(s).
If you have any questions, please leave a comment at the bottom of this task.
Thank you!
If you have any questions, please leave a comment at the bottom of this task.
Thank you!
Contact Us
Related Articles
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/KBA 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 ...How to Upload a Template to Liscio's eDoc Library
Note: Adobe Sign does not allow users to edit the text of a document. Adobe Sign only allows users to edit the document using the authoring tools, such as adding a text box or signature field. If edits should be made to the document, please make ...