Hi, as we head into tax season I wanted to get a head start. I began my organizer but had a question on the dependents section before I finish it.
Can you take a look when you get a chance? Thanks!
EMAIL INTEGRATION
Gmail and Outlook management for accountants
Connect Gmail or Outlook, and Liscio associates client emails with the right account and contact automatically. No CC, no BCC, no forwarding. Your whole firm stays informed from the moment you hit send.
FIRM VISIBILITY
Every client email. Visible to your whole team.
No more forwarding threads or hunting through personal inboxes. When an email is associated with a client in Liscio, every authorized team member can see it instantly. Filter by account, search by contact, and pick up any client relationship without missing a beat.
UNIFIED TIMELINE
Email is just one thread in the full client story.
Liscio's Timeline brings every client interaction into one chronological view: emails, secure messages, file uploads, tasks, and signature requests. When a client calls, your team already has the full history in front of them. No digging, no asking around.
TAKE ACTION
Turn any email into a task without leaving your inbox.
Spot something that needs follow-up? Create a Liscio task directly from any email thread. Assign it to a team member, set a due date, and keep everything linked to the client record - so nothing slips through the cracks.
COMPLIANCE
Built for accounting compliance from day one.
Every message meets the security standards your firm is required to follow.
IRS Pub 4557
IRS Pub 5293
FTC Safeguards Rule
State Privacy Laws
Gramm-Leach-Bliley Act
COMMON QUESTIONS
Frequently asked questions
Can everyone in my firm access all of my emails?
Absolutely not. Only emails from clients in Liscio, or emails you've manually added to an account or contact, will be visible to others in the firm. Only the primary user can view their email page; emails associated with private accounts remain visible only to those with access to those accounts.
What if the email isn't from the client but I still want it on their record?
Conversing with a parent about their dependent, or discussing matters with a client's legal team? Simply select "Add to Contact" from the menu to associate that thread — including any future replies — with their record.
Are clients able to see emails that have been added to their account?
No. Integrated emails are exclusively available to firm user accounts. There is no change to the client experience, except for more timely and coordinated communication from your team.
Does this mean I have two inboxes to manage?
No. Everything stays in sync. If you've already responded and filed an email in Gmail or Outlook, it won't appear on your Liscio email page. Emails are pulled in, associated with the account and contact, and moved to your "Done" folder automatically.
Stop searching. Start knowing.
Book a free 1:1 demo and see how Liscio keeps your whole team on the same page.