Inbox, Tasks, Files, & Notes
Alerts for File Uploads and Account Updates
Alerts are notifications for manual client file uploads and Account updates. Account updates include any changes a client makes on their Account Overview, Payroll, or Logins tab. Alerts can be replied to and archived just like a message. When you are ...
How to Edit, Delete, or Archive a Recurring Task
To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task. Note: To archive a recurring task, you ...
How to Bulk Send Engagement Letters
You can send engagement letters to 100 clients at a time. Please contact Liscio Support to upload custom templates. Follow the steps below: 1. Click Bulk Actions on the left-hand navigation. 2. Click Get Signature. 3. Filter by Entity, ...
How to Delete Files From a Message
Note: Only employees of the firm providing the use of Liscio can delete files. Clients of firms do not have the ability to delete files. Method 1: Click the Message to view the contents. Click the X to the right of the preview icon. Click Yes to ...
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...
Pin a Message or Alert
Pinning a message or alert allows you to easily refer back to it at a later point in time. An entire message thread or Alert can be pinned, as well as any response within a thread. Pinned messages and Alerts can be found in the Inbox under the Pinned ...
How to Schedule a Virtual (Zoom) Meeting
After you enabled Zoom, you can create a meeting and auto-populate your meeting ID directly in the virtual meeting task. To Connect your Zoom Account to Liscio: Log into Liscio. Click on your name in the bottom left corner (your profile picture). ...