FAQs
How to Update Mac and Safari
Apple frequently releases new software updates for macOS. When a Mac needs to be updated, its apps do as well. This includes Safari. For the best experience, it's best to keep your Mac up to date. If you begin to experience blank pages when ...
How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, select ...
How to Download an Accounts Report
An accounts report includes the following details: Firm Name Account Name Account Status External ID Entity Type Phone Number Address Client Service Team Contact Name Contact Primary Email Contact Status Contact Relationship Type Account Owner Status ...
How to Change your Email Address in Liscio - Firms
Only Firm Admins can change employee email addresses. Click the ellipses (three dots) in the lower-left corner. Click Admin. Click Users. Click the Employees tab at the top. Hover over the employee record and click the edit icon on the right-hand ...
How to Fix a 403 Forbidden Error
The 403 Forbidden Error means you are trying to access Liscio from outside the United States. For security, Liscio is only accessible from outside the US when using a VPN (virtual private network). The security environment has changed. When traveling ...
How to Install the Opera Browser (VPN)
Follow this link to download the Opera browser: https://www.opera.com/features/free-vpn Click Download Now. Open the file. Click Install. The Opera browser should open after installation is complete. Click on the settings icon in the upper-right. ...
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. corp.liscio.me and your business URL), the Entity Switcher allows you to toggle between them. Your email ...
Trouble Previewing PDFs in Liscio
Follow these steps if you are having difficulty previewing PDFs in Liscio. Firefox: Click Settings. Search PDF in the search bar. Under Applications, locate Portable Document Format (PDF). Using the dropdown under the related Action, make sure it's ...
Liscio Dispatch and Liscio For Outlook
Liscio Dispatch and Liscio for Outlook We have made the decision to remove Liscio Dispatch and Liscio for Outlook from the list of Liscio Apps tab in the Profile Settings. Liscio is not actively supporting Liscio Dispatch at this time. As for Liscio ...
Filtering Liscio Email Notifications for End Users
We do not recommend your clients filter emails from their Liscio Accounts. We want your messages to stay in front of your clients and we know that some clients focus on email throughout the day. If your client does insist on filtering Liscio ...
8879 Signatures Options & KBA
Should you move to electronic signatures for Form 8879? The IRS does allow Form 8879 to be signed electronically, but there’s a catch. The IRS requires that the electronic signature software you use must include identity verification. Software ...
Mass Assign Entity Types in Practice CS
Go to Setup > Clients. Click Edit Multiple Clients. Choose Change Client Information. Filter by Entity Type - is blank. Select all Clients of similar entity and click Next. Choose the appropriate Entity from the drop-down. Click Finish and repeat ...
Internet Explorer Issues
Liscio is not compatible with Internet Explorer because this browser is no longer supported and is no longer being updated by Microsoft. If the use of Internet Explorer is necessary, please click the X in the top right corner to log in to Liscio. ...
Timezone Issue
If the timezone in Liscio does not reflect your current timezone, clear your browser's cache to update Liscio's timezone. Learn how to do that here.
Expired Invite
Liscio invite emails are active for 7 days. After that time, a new invite will need to be sent. Learn how to do that here. If your invite says it is expired, but it has not been 7 days, please make sure to copy and paste the entire link. If the ...
Troubleshooting Log In with Clients
Liscio Invitation Is the client looking at the most recent email? What browser is the client using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend using Chrome. Did the client copy/select the full link? (triple-clicking to ...
How to Send Multiple Tax Returns to One Contact
Upload the files to the Contact's file section: Click Contacts Search for the specific Contact Click on the Contact Click on the Files tab Click + Upload Drag & drop the files to the upload box Choose a year Choose Tax as the tag Click Upload Now ...
How To Create a Task Based on a File that is Already Uploaded
1. Navigate to the uploaded file. 2. Click the title of the file to open a file preview. 3. Click the Copy link button in the upper right-hand corner. Note: You have now copied a direct link to the file. 4. Create the appropriate task and paste the ...
Client Side Notifications
Email Notifications Email notifications cannot be turned off for clients. Note: Learn about our task summary email notifications here. Push Notifications If clients have the Liscio Mobile App, they will receive mobile push notifications for new ...
How to Create a Fillable PDF Form
Within Acrobat, click on the Tools tab and select Prepare Form. Select a file or scan a document. Acrobat analyzes your document and adds form fields automatically. Add new form fields from the top toolbar, and adjust the layout using tools in the ...
How to Send Videos & Links
Sending Videos: 1. Upload the video to Google Drive. 2. Right-click the video file and click Get shareable link. 3. Paste the Google Drive link in a message in Liscio. OR 1. Upload the video to YouTube. 2. Set the privacy as "only users with the link ...
How to Collapse the Liscio Sidebar
Using your mouse, hover over the Liscio Sidebar line and click once.
Accepted File Size & Type
Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...
How to Copy & Paste Into Liscio Without Formatting
When copying & pasting into Liscio, we highly recommend pasting without formatting to ensure the text comes over correctly. Note: Copying & pasting from Microsoft Word into Liscio will cause formatting issues. This is because Microsoft Word does not ...
Client Service Team - Bulk Uploading
To bulk upload Client Service Teams: Download an Accounts report. In the column labeled customer_service_team, make any necessary changes. Note: There can only be five employees per CST. Learn more about CSTs here. Save the Excel file. Send the ...
How to Download a Contacts Report
Step-by-Step: Click the Contacts Page on the left side of the screen. Click the download icon in the upper right-hand corner of the screen. You can also click into the New, Invited, Active, or Expired tab to download a report containing only these ...
Does Liscio Generate Reports?
Users can pull two reports from Liscio: a Contacts Report and an Accounts Report. Please see these articles to learn how: How to Download a Contacts Report, How to Download an Accounts Report Liscio currently does not have the functionality for ...
Editing an Engagement Letter Before Sending
You can make adjustments to an Engagement Letter before sending it to a client. Any edits will only apply to that specific Engagement Letter. Your templates will remain unchanged. Here's how: Click Add New on the left side of the screen. ...
Adding Additional Engagement/Consent to Release Letters
To add additional Engagement Letters or Consent to Release Letters to your platform, please contact the Customer Success Team at support@liscio.me.
Adding a Prospect to Liscio
1. Create the Contact. Note: Contacts can add their phone numbers and addresses when setting up their Liscio Account. 2. Click on the Accounts tab at the top of your newly created Contact. 3. Click +Account 4. Click New Account 5. Click on ...
Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your firm ...
How to Add Liscio to Your Safe Senders List
If you are not receiving emails from Liscio or you are finding Liscio emails in your Spam or Junk mail, please add Liscio to your Safe Senders list. Whitelist "donotreply@liscio.me" to make sure Liscio emails go to your inbox. If you still have ...
Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. Account Owners can ...
Site Not Found Troubleshooting
If you receive this page when trying to access Liscio, please follow these steps: Windows instructions Mac instructions Android instructions iOS instructions If you need assistance, please contact support@liscio.me.