Two easy steps to export and send your client list - we'll handle the import!
Step 1: Export Your Client List
Follow the export instructions for your tax software to download your client list.
Manually add to Data Template (Attached to the bottom of this article)
*Please let us know if your software is not listed
Step 2: Send It to Us
Once your client list has been exported and reviewed, you’re ready to send it to us!
Log in to Liscio at firm.liscio.me.
Attach your files to your open To-Do task or upload them to Do Not Reply Liscio Support Admin.
Once your data is uploaded, a data specialist will reach out to confirm and provide further assistance.
Send your logo too!
Logo Specifications:
Transparent or white background.
File type: png, gif, jpeg, eps.
Height should maintain 50px.