Accounts, Contacts, & Relationships
Timeline: How it Works and FAQs
What is Timeline? Timeline is the central place where all of your client interactions come together, offering you a level of clarity, organization, and efficiency that we believe will change the way you work with clients. How does Timeline work? ...
Timeline Tab for Accounts
The Timeline tab is a chronological display of all actions taken at both the Firm and Client level regarding an Account. It allows firms to get up to speed on a client in one, single screen. With the Timeline Tab, Firm users will be able to see every ...
In Focus Tab for Accounts
The In Focus tab is a simple, clear view for Firm users to see any outstanding action items for this Account. From the In Focus tab, Firm users can see the following: Client Tasks: Open tasks assigned to your clients. Firm Tasks: Open tasks assigned ...
Account Details
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...
How to Bulk Archive Accounts and Contacts
Bulk Archive Accounts Accounts cannot be completely deleted in Liscio. However, you can archive an Account for future reference. Click on the Accounts page on the left side of the screen. Click the check box next to the Accounts you would like to ...
How to Merge Accounts
Merging Accounts in Liscio may be necessary for a number of reasons, such as two of your clients getting married. Here are best practices for doing this: 1. Pick one Account to keep active and one to archive. 2. Associate the Contact of the ...
Account Rating and How to Add it
In Liscio, you can rate your clients using the Account Rating feature. This is for internal use only, so your clients will not see these ratings. One-star clients may generally need more assistance or attention. Five-star clients are generally easy ...
How to Edit Contact Information
Click the Contacts page on the left of the screen. Search for the Contact and click to view their record. Click the ellipses (three dots) in the upper right-hand corner. Click Edit Contact. To edit Additional Details, click the down-arrow on the ...
How to Reactivate a Contact
Click on the Contacts page on the left side of the screen. Click the Archived tab. Use the search bar at the top of the list to search for a specific Contact. Click on the Contact you want to reactivate. Navigate to the Details Tab, and click the ...
How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. To Archive a Single Contact: Click on the Contacts page on the left side of the screen. Use the search bar at the top of the list to search for a ...
How to Tell if a Contact is Invited: Activation Status
There are two ways to tell if a contact is Invited: 1. Click on the Contacts page on the left side of the screen. 2. Note the tabs at the top of the page. New - Invitation has not been sent. Invited - Contact has been invited but is not Active. ...
How to Resend Invitations to Expired Contacts
Email invite links to Liscio are active for 7 days. After 7 days, the link expires and a new invitation must be sent. To re-invite a single Contact: 1. Click on the Contacts page on the left-hand side of your screen. 2. Find the Contact you'd like to ...
How to Onboard a Client
1. Ensure the Contact has Account Ownership if necessary. 2. Send a message to the Contact asking them to update their Account Information. 3. The Contact will follow the instructions in this article: Edit Account Information. 4. Once the Contact ...
How to Create a Contact
There are two ways to create a Contact: Method 1: Click +Add New in the upper-left of the screen. Click Contact. Fill out the pertinent information. Scroll to the bottom and click Create Contact. Method 2: Click on the Contacts page on the left-hand ...
Contacts Overview
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
How to Add Security Questions to a Login
1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. In the Details tab, click the + icon in the Login Details section. 4. Hover over an Account Name to reveal ...
Contact Cards and How to Use Them
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview. Here's how: 1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a ...
How to Reactivate an Account
1. Click on the Accounts tab on the left-hand navigation. 2. Click on the Archived tab. 3. Click on the Account, and navigate to the Details tab. 4. Click the ellipsis (three dots) in the right corner. 5. Click Reactivate Account. After reactivating ...
How to Archive (Deactivate) an Account
1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. Click on the Account, and navigate to the Details tab. 4. Click the ellipses (three dots) on the upper ...
How to Change the Status of an Account from Prospect to Client
1. Click on the Accounts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. Click the ellipses (three dots) in the top right corner. 4. Click Edit Account. 6. Click ...
How to Create an Account
There are two ways to create an Account: Method 1: Click +Add New at the upper-left hand side of your screen. Click Account. Fill out the pertinent information. Scroll to the bottom and click Create Account. Method 2: Click on the Accounts page on ...
The Difference Between Accounts and Contacts
Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in ...
Account Cards and How to Use Them
When viewing the Accounts tied to a Contact, use the Account Card to easily navigate to the Account overview. 1. Click on the Contacts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a specific Contact. ...