Troubleshooting Log In with Clients
Liscio Invitation
- Is the client looking at the most recent email?
- What browser is the client using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend using Chrome.
- Did the client copy/select the full link? (triple-clicking to highlight the full link, right click to open in new window)
- Has the client checked Junk/Spam mail for Liscio email?
- Is it past 7 days? If yes, the link is expired and you will need to resend the invite.
- Resend Invite to the client.
Logging In
- Is the client using the same email that is in Liscio?
- Send the client a Reset Password Link. (Are they looking at the most recent email if you sent multiple?)
- Have the client use the Magic Link.
- Make sure the client is using the correct URL (FirmName.liscio.me).
If further assistance is needed please contact Liscio Support: support@liscio.me.
Related article: How to Add Liscio to Your Safe Senders List | How to Change an Email Address in Liscio
Contact Us
Related Articles
Matching Organizers with Clients
With Requests, firms are able to send Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients to another site or program to complete the organizer, they'll be able to answer those important ...Troubleshooting Login
Liscio Invitation Is it past 7 days? If yes, the link is expired and your firm will need to resend your invite. Are you looking at the most recent email? What browser are you using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend ...Liscio's Client Introduction Email Templates
As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign that introduces Liscio to your clients. The Liscio Client Introduction Email ...QuickBooks Integration: Troubleshooting
Troubleshooting Tips for the Lisio-QuickBooks Integration If you have created a Customer in QuickBooks, ensure you have run a new sync to bring the record onto the Liscio integrations page. If you create a new Account in Liscio with the status of ...Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...