Knowledge-based authentication
Knowledge-based authentication verifies client identity to meet IRS requirements, and can be turned off where an exception applies.
SMART TAX DELIVERY
Walk every client from return to signed, without the back-and-forth.
Liscio guides each client through a clear review of their return, places the signature blocks, collects the signature, and shows them exactly what to pay. Your team just hits send.
‹ Personal Income Tax & Signature Request
1Review
2Sign
Filing Information
0 of 5 items reviewed0%
1. Filing InformationTO-DO
2. Balances Due and RefundsTO-DO
3. Review Federal ReturnTO-DO
4. Review South Carolina ReturnTO-DO
5. Estimated PaymentsTO-DO
15+ min
saved on every tax delivery
<4 hrs
to implement
8X
faster client responses via business text
CLIENT TAX SUMMARY
Clients know exactly what they owe.
Every client opens to a clear summary of their refund or balance due, federal and state, before they're ever asked to sign. No surprises, and no calls to your team to explain the numbers.
Details Taxes Contacts
Tax Year 2025 2025 ☐
Federal Taxes
Federal
REFUND
$1,240.00
Voucher
State Taxes
South Carolina
AMOUNT DUE
$806.00
VoucherPay
Estimated Payments
USPay
Q1 · Apr 15
$5,000
Q2 · Jun 16
$5,000
Q3 · Sep 15
$5,000
Q4 · Jan 15
$5,000
SCPay
Q1 · Apr 15
$806
Q2 · Jun 16
$806
Q3 · Sep 15
$806
Q4 · Jan 15
$806
PERSONALIZED WALKTHROUGH
A guided walkthrough, personalized for every client.
Liscio walks each client through their return section by section, then straight into signing. They always know what they've reviewed and what's left, and so do you.
☐ Personal Income Tax & Signature Request
1Review
2Sign
SMART SIGNATURES
Smart signatures, right from their phone.
Clients sign Form 8879 on any device. Knowledge-based authentication is built in to meet IRS identity-verification requirements and can be turned off where an exception applies. Joint filers and same-device signing are supported, and clients who prefer paper can print, sign, and scan back.
ESTIMATED PAYMENTS
Estimated payments, scheduled and reminded.
Quarterly estimates are laid out with dates and amounts, and clients can pay right from the return. Liscio reminds them automatically each quarter so nothing slips.
☐ Personal Income Tax & Signature Request
1Review
2Sign
| JDX | YEAR | Q1 | Q2 | Q3 | Q4 | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| DATE | AMOUNT | DATE | AMOUNT | DATE | AMOUNT | DATE | AMOUNT | |||
| US | 2025 | 04/15 | $5,000.00 | 06/16 | $5,000.00 | 09/15 | $5,000.00 | 01/15 | $5,000.00 | Pay |
| SC | 2025 | 04/15 | $806.00 | 06/16 | $806.00 | 09/15 | $806.00 | 01/15 | $806.00 | Pay |
5 of 5 items reviewed100%
1. Filing Information
2. Balances Due and Refunds
3. Review Federal Return
4. Review South Carolina Return
5. Estimated Payments
Continue to Next Section
REAL-TIME TRACKING
Know where every return stands.
Watch every delivery move from sent to reviewed to signed, all in one place. Instant notification the moment a client signs, no more wondering who's done and who needs a nudge.
Open Requests 8
+ Request NAME CLIENT DUE DATE PROGRESS
Tax ReturnPersonal Income Tax & Signature
Sandra Johnson
04/10/2026
Signed
Tax ReturnPersonal Income Tax & Signature
Marcus Lee
04/12/2026
Reviewing
Tax ReturnPersonal Income Tax & Signature
Priya Patel
04/15/2026
Sent
Tax ReturnPersonal Income Tax & Signature
The Creative Co.
04/18/2026
Signed
EVERY DELIVERY, COVERED
Built-in reminders and authentication.
Automatic reminders
Liscio follows up on unsigned forms and incomplete steps, so your team doesn't have to.
Text reminders
Clients get reminders by text and respond up to 8X faster than email.
TAX SOFTWARE WE WORK WITH
Works with your tax software.
Import a finished return from your existing tax software and Liscio assembles the delivery, signature, and payment steps automatically, ready to send in a few clicks.
WHAT FIRMS SAY
"Using Liscio saved me 60% of my time."
Felecia Dixson, EA, CTRC, ATA
Dixson & Associates
COMMON QUESTIONS
Everything you need to know about Smart Tax Delivery.
Liscio is a File Intelligence platform that gives accounting firms one secure place to deliver returns, collect signatures, and guide client payments.
Do I have to change my tax software?
No. Liscio works with any software that produces a PDF return, including UltraTax CS, Lacerte, Drake, ProSeries, and CCH Axcess. You import the finished return and Liscio assembles the delivery.
How is the signature compliant?
Form 8879 is signed using knowledge-based authentication (KBA), the identity-verification method the IRS requires for e-file authorization. KBA is built into Liscio and can be disabled where an IRS exception applies, such as in-person signing or an established multi-year relationship.
Can joint filers both sign?
Yes. Liscio supports multiple signers and same-device signing for spouses and joint filers. Clients who prefer paper still have that option.
How much time does it actually save?
Firms save 15 or more minutes on every tax delivery, and most are up and running in under 4 hours.
What does the client see?
A clear summary of their refund or amount due, a guided review of their return, a secure signature step, and exactly how and when to pay, including quarterly estimates.
Are clients reminded to pay and sign?
Yes. Liscio automatically follows up on unsigned forms, incomplete steps, and quarterly estimated payments by email, push, and text.
Send the return. Liscio handles the rest.
From first review to signed and paid, every client walked through it, while your team moves on to the next return.