Inbox, Tasks, & Files
Pin a Message in Liscio Inbox
Pinning a message allows you to easily refer back to it at a later point in time. An entire message thread can be pinned, as well as any response within a thread. Pinned messages can be found in the Inbox under the Pinned tab, and also under ...
How to Complete a Calendly Meeting Task
To Complete a Calendly Meeting Task: 1. Click into the Meeting task. 2. Click on the Calendly link within the task. 3. Select the date & time for your meeting. 4. Click Confirm. 5. Enter your name, email, and ...
How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to ...
What is KBA?
KBA stands for Knowledge Base Authentication and is an IRS-compliant way to verify the identity of a user signing an 8879 electronically. You must answer all the KBA questions correctly. You will be required to answer four questions. If you answer ...
How to e-Sign an 8879 with KBA (Knowledge Base Authentication)
Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing. 1. Log into Liscio. 2. Click on the Task on your Home page or in the Tasks page. 3. The task description will ...
Find and Replace Tags
Click the Files page on the left-hand navigation. Select all of the files whose Tags you would like to replace by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Find & Replace Tags. Click ...
How to Change the Year and Month of Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files whose Year/Month needs to be changed by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add & Remove Tags. Click the Year or ...
How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...
How to Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...
Task Summaries
Stay on track with automated task summaries. Task summaries are sent out every Wednesday via email. They show which tasks are due in the current week and tasks that are overdue. See examples below. Tasks due this week: Tasks overdue: Tasks due this ...
How to Interact with Other Contacts
Manage To Go Items
Manage To-Go Items is a Task that informs you that your firm has something for you to pick up or that something that is going to be sent to you. There are 3 types of Manage To Go Items: 1. Pickup: Client needs to pick up an item at the accounting ...
How to Reopen an Archived Message
Click Inbox on the left-hand side of the screen. Click the Archived tab. Click on the message you want to reopen. Type a message in the Reply box. Click Send. The message will move back to Inbox once the recipient has replied to your message. ...
How to Send Drafted Messages
1. Click on the Inbox tab. 2. Click on the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.
How to Comment on a Task
Use the comments section to ask your firm questions or respond to their comments. When a new comment is made on a Task a pink dot will appear next to the Task. To comment on a Task: 1. Click on Tasks on the left side of the screen. 2. Use the filters ...
Archived Tasks
After your firm marks a Task complete, it will be moved to the Archived section of your Task page. 1. Click Tasks on the left side navigation. 2. Click the Archive tab at the top. Related article: Pending Review Tasks
Pending Review Tasks
After you complete a Task, it is moved to the Pending Review section. After the firm reviews the Task and marks the it complete, it will be moved to the Archived section.
How to Sign a Get a Signature Task
Click the Get a Signature Tasks in your My Tasks section or Tasks page. The Click to Sign Document button opens a preview of the letter. 3. After the letter preview is open, click the checkbox next to "Agreed to the Above Document" at the ...
How to Reply to a Message
Click the Inbox on the left side of the screen. Click on the message you want to reply to. Click on the Reply box. Compose your reply. Click Send. Note: You don't need to type the recipient's name in the To field again, but if you would like to add ...
How to Send a Message (Desktop)
1. Click Add New in the upper-left corner of your screen. 2. Click Message. 3. Click the To field. 4. Click Select a Recipient and click on the employee's name that you want to message. 5. Click Select an Account and click on your account with which ...
Inbox Overview
On the home page, the Inbox section displays the most recent messages from your firm. To create a message from here, click +Add New in the upper-left corner, then click Message. Click See All Inbox Messages to display all messages, or click the Inbox ...
How to Complete a Task
After you complete a Task, you must mark it complete in order for your firm can review the Task. 1. Click the Mark Complete button at the bottom of the task. 2. Once your firm reviews the Task and marks it complete on their end, the Task will be ...
How to Open QuickBook Files
Note: A QB File cannot be double-clicked to open. It must first be saved in QuickBooks. 1. Download the File. 2. Open QB. 3. Save File. Related article: How to Send QuickBook Files Through Liscio
How to Send QuickBook Files Through Liscio
When sending QB files in Liscio, the files must be a .QBA or .QBW file type. .QBX file types cannot be opened on a desktop computer. A .QBX file conversion must happen in QuickBooks. To convert a .QBX file in QB to then move it to Liscio: 1. Open the ...
How to Print a Document from Liscio
1. Click on the File to open it. 2. Hover over the top of the file to reveal the icons at the top of the document. 3. Click the Print icon. 4. Select the correct Printer path. 5. Click Print.
How to Download Multiple Files
1. Click on the Files tab. 2. Select Multiple Files. 3. Scroll to the bottom of the page. 4. Click the Download button. Related article: How to Download a File
How to Download a File (Desktop)
Click on the Files tab on the left-hand navigation. Use the filters at the top to narrow your list. Click on the File to open it. Click the Download icon in the upper right corner. Related article: How to Upload a File | How to Download ...
Uploading Multiple Files
Click +Add New Click File In the To field, select a Recipient (firm employee) and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Related article: Uploading a ...
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
Uploading a Zip File
1. Click Add New in the upper-left corner. 2. Click File. 3. Click the To field. 4. Click Select a recipient and choose a firm employee. 5. Click Select an account and choose the account that the file is associated with. 6. Click OK. 7. Tag the file ...
How to Find and Manage Files
Liscio stores any file sent or received automatically in your Files page. To navigate to your Files page, click Files on the left-hand navigation panel. Searching: Type in the search bar to locate files by file name. Filtering: All Files: Who ...
How to Unarchive Files
On the Files page, click the Active filter Change Active to Archived Check the box next to the files you wish to unarchive. Scroll to the bottom of the page. Click the Unarchive icon. Click Yes. Files will now be on the Active Files page.
Client-to-Client Communcations (Tutorial Video)
Watch this video to learn: How to create messages. How to add an additional recipients to a message thread. How to share files. How to invite others into Liscio (Account Owners only).