Accounts
Account Owner
Clients can be designated as Account Owners by their Firm Administrator. Account Owners have viewing and editing privileges that non-Account Owners do not have. This includes: Overview of Account information (Note: Client Service Teams will be ...
How to Switch between Multiple Liscio URLs
Use the Liscio Entity Switcher to seamlessly switch between multiple Liscio URLs. If you have access to Liscio through multiple URLs (i.e. Accountant.liscio.me and Bookkeeper.liscio.me), the Entity Switcher allows you to toggle between them. Your ...
Contact to Contact Interactions
In Liscio a Contact can message another Contact that is associated with the same Account. Let's break this down to better understand. Account: IceCream Accounting has two Contacts: Johnny Johnson and Chloe Smith. If Johnny sends Chloe a message, the ...
Edit Account Information
To edit your Account Information, you must have Account Ownership. Please speak with your firm if you are unable to edit your Account. To edit your Account Information: Click Accounts. Choose the Account to edit. Click the ellipsis (three dots) in ...
Accounts Page Overview
Note: Some Accounts have restricted access, so you may not be able to view all details or edit the Accounts page. To access your accounts on the dashboard, click the Accounts page on the left side of the screen. The Accounts page displays the ...