1
We handle the data migration
We securely pull client and return data from your tax software, so your organizers are prefilled and ready to send. No manual entry, no rework.
SMART TAX ORGANIZERS
Gather the data. Skip the chase.
You don't have to change your tax software to change your workflow. Send personalized, prefilled organizers in days and stop the manual follow-up.
76%
less time on organizers
72%
organizer return rate
60%
lower cost vs paper
<4 hrs
to implement
50%
less prep time
EASY FOR EVERY CLIENT
Easy for every client.
Organizers come prefilled with last year's data, so clients confirm in seconds on any device. No blank forms, no re-entering what you already know — which is exactly why they actually get returned.
INSTANT DOCUMENT MATCHING
Instant document matching.
Every client gets a personalized request list based on their prior year, so they know exactly what to upload. As files come in, use Smart Match to drag and drop them onto the right request — no manual sorting, no non-billable hours lost in a document folder.
ANY DEVICE
Gather every document, on any device.
Every W-2 and 1099 has its own request, so nothing gets lost or sent separately. Clients upload right from their phone, one item at a time.
CUSTOMIZE
Customize it to fit your firm.
Start from your tax software's standard template, then add questions, set response types, and build conditional logic in a few clicks. The organizer becomes a custom-fit digital version of how your firm works.
QUICK IMPLEMENTATION
Up and running in under 4 hours.
2
Customize organizers to match your firm
Tailor questions, document requests, and conditional logic to fit how your firm works. Create templates, save, and reuse.
3
Upload and send organizers in bulk
Drag and drop multiple organizers at once and send in bulk. Clients complete them on phone or desktop while you monitor progress in real time.
TAX SOFTWARE WE WORK WITH
No need to change your software.
Liscio securely pulls client and return data from your existing tax software, so every organizer arrives prefilled and personalized — ready to send in minutes.
UltraTax CSLacerteDrakeProSeriesCCH Axcess
WHAT FIRMS SAY
"Liscio perfected organizers at the right price point for firms of every size."
Randy Johnston
K2 Enterprises
COMMON QUESTIONS
Everything you need to know about Smart Tax Organizers
Liscio is a File Intelligence platform that gives accounting firms one secure place to gather, organize, and track every client document and request.
Do I have to change my tax software?
No. Liscio connects to your existing tax software — UltraTax CS, Lacerte, Drake, ProSeries, and CCH Axcess — and pulls client and return data so organizers arrive prefilled. Nothing about your filing workflow changes.
Will my clients actually fill it out?
Organizers come prefilled with last year's data and work on any device, so clients confirm in seconds instead of starting from a blank form. Firms see organizer return rates of 72 percent.
How long does setup take?
Most firms are up and running in under 4 hours. Liscio handles the data migration, you customize your template, and you send in bulk.
Can I add my own questions?
Yes. Start from your tax software's standard template, then add or remove questions, set response types, and build conditional logic so clients only see what applies to them.
Which tax software do you support?
UltraTax CS, Lacerte, Drake, ProSeries, and CCH Axcess.
Is it secure?
Liscio is SOC 2 certified and built to meet IRS Publication 4557 and FTC Safeguards requirements. Files are encrypted in transit and at rest.
Stop chasing organizers. Start collecting them.
Send personalized, prefilled organizers your clients actually finish — and know where every one stands.