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Liscio’s Smart Tax Organizer connects directly with GruntWorx to eliminate manual uploads, reduce errors, and save hours per return.
Eliminate document gathering time with customizable templates for client onboarding, monthly close checklists, and more. Liscio's tax automation features include personalized tax organizer and tax return delivery flows, including gathering signatures on Forms 8879. Liscio automatically follows up with clients until the documents are received.
Clients get all the tools they need to respond fast from any device (phone, tablet, or PC). Features include electronic signatures, bulk file upload, secure messaging, and a mobile document scanner.
Automatically open the right SmartVault directory for the Liscio account you're working on, saving time and clicks. Seamlessly push and pull files between Liscio and SmartVault without the need to download or re-upload.
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