Start by downloading client organizer PDF files from your tax software.
Upload the PDF files into Liscio. Liscio uses the Client ID to accurately pair each organizer with the appropriate client.
Liscio uses information from each client’s PDF organizer to personalize their digital organizer. Your clients will see everything they need -- from their contact information to information they provided last year.
Clients can easily upload files with the document scanner as they go.
Liscio’s progress bar shows you where each client is in the process. You can view their answers and files in real time. You can also add files and answers for them, helping you manage the gathering process in a single place.
