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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: 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 ...
Smart Tax Delivery: FAQs
Liscio's Smart Tax Delivery provides your tax clients an online, mobile, and guided option for reviewing and signing their tax return that’s as simple as it is effective, keeping you IRS-compliant while eliminating all non-billable time otherwise ...
Smart Tax Delivery: Sending Tax Returns to Clients
Smart Tax Delivery offers your tax clients a simple, effective, and guided way to review and sign their tax returns online or via mobile. It ensures IRS compliance while eliminating non-billable time spent coaching clients through signing, paying ...
Liscio's Smart Tax Delivery Client Announcement Template
With the release of Liscio's Tax Delivery feature, your may wish to communicate changes to how your firm will be delivering tax returns this coming tax season. Attached are a template and image options. By communicating the changes in how your firm ...