Resources

Tax

Tax season comes down to getting information in and returns back out without the endless follow-up. These pieces cover how firms gather client documents, handle e-signatures and 8879s, and deliver finished returns while staying on deadline and compliant.

Graphic of scattered PDFs being automatically sorted into Tax, Bookkeeping, and Advisory folders.
Tax

How Accounting Firms Can Automate Client Document Collection (Without Chasing Clients)

Every busy season, accounting firms lose thousands of hours chasing clients for documents. Learn how automated document collection eliminates the follow-up cycle — so your team spends tax season preparing returns, not sending reminder emails.

By Chris Farrell

Laptop showing Form 8879 in the Liscio review and e-sign workflow.
Tax

Form 8879 Electronic Signature Guide for Tax Preparers

A quick-start guide to using electronic signatures for Form 8879. Learn how to stay compliant, verify identities, and streamline your e-signature workflow.

By Chris Farrell

Graphic of a signed document with checklists, representing e-signature requirements.
Tax

Ultimate Guide to IRS eSignature Requirements for Tax Preparers

Electronic signatures are transforming tax preparation—but only if used correctly. This guide unpacks the IRS eSignature requirements every tax professional must understand to stay compliant, protect clients, and streamline workflows.

By Chris Farrell

Hand holding a phone scanning a signed Form 8879 using the Liscio mobile scanner.
Tax

Easy and Compliant: Completing Form 8879 with a Wet Signature via Liscio’s Mobile Scanner

Easily navigate wet signature submissions with mobile scanning. Learn how taxpayers can quickly sign, scan, and securely submit Form 8879 without mailing delays.

By Chris Farrell

Hand holding a phone showing a client electronically signing Form 8879 in the Liscio app.
Tax

Tax Return Delivery in 2025 | Challenges and Innovative Solutions

Learn more about tax return delivery challenges and how to solve them in 2025.

By Chris Farrell

Person signing a digital document on a laptop, representing electronic signature automation.
Tax

How Tax Preparers Can Automate Forms 8879 for Electronic Signature

Automating Form 8879 is an easy first step for firms to cut errors and overtime. Learn how e-signature automation delivers instant time savings.

By Chris Farrell

Businessman holding a tablet with automation icons connecting people, time, and workflow.
Tax

Benefits of Digital Tax Automation for Accounting Firms

How modern tax automation replaces manual drudgery — cutting hours, reducing errors, and letting firms deliver better service to their clients.

By Chris Farrell

Woman holding a smartphone displaying the Liscio app's 2023 Tax Organizer questionnaire.
Tax

A Guide to Digital Tax Automation: How to Set Your Firm Up for Success

Digital tax automation eliminates the admin work that eats up to two-thirds of tax prep time. A practical guide to setting your firm up for a calmer season.

By Chris Farrell

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