Welcome Wednesday Webinar

Welcome Wednesday Webinar

Welcome to our temporary home for the Welcome Wednesday Webinar! Here, you can watch the webinar at any time to learn the basics of Liscio and make the most of its features. We hope this will make it easy for you to refer back to at any time and share with anyone in your firm.

We're also excited to share that we're working on an updated format of our Welcome Webinar to bring you even more valuable insights and tips. Stay tuned for the latest updates, and in the meantime, enjoy the video!

If you have any questions about Liscio as you watch, please reach out to support@liscio.me or your Account Manager. We're here to help!

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Liscio's Rollout Email Signatures

        As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
      • QuickBooks Integration: Creating New Records

        You can create and link new records in QuickBooks or Liscio directly from the Liscio integrations page. In Liscio, only Firm Admins have this ability. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the ...
      • Your Guide to Starting Liscio

        See Attached Implementation Guide
      • Rollout Best Practices

        Watch the video below to learn best practices for transitioning your clients into Liscio.  After your Liscio Onboarding, your Implementation Specialist will send you the materials discussed in Liscio Corp.  You can access them there, or in ...
      • Firm & Client Adoption Best Practices

        Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...