Start by downloading a PDF copy of the client's tax return.
Drag-and-drop the return into Liscio. Liscio accurately pairs each return with the appropriate client.
Once you confirm the recipients and set the due date, Liscio guides your clients through every step of their return. This process includes reviewing their Federal and State returns, signing the necessary documents, and making any required payments.
Liscio automatically places electronic signature fields on Forms 8879 and State forms, as applicable.
Liscio gives clients the ability to make tax payments directly online or print their payment vouchers, ensuring a smooth and secure payment process.
Liscio extracts and creates an automatic summary of upcoming estimates for the client with dates and payment vouchers.
Liscio’s automatic reminders take the burden off tax professionals from having to remind clients of payments. Clients receive projected tax estimates and automatic reminder messages two weeks before each deadline, with direct links to payment pages.
