1. Import Client Data
Bulk Import (Recommended for Large Firms)
Export client data from your current software.
Send the file to Liscio for quick uploading.
Need help? Navigate to the Help Center for step-by-step guides.
Manual Entry (Best for Small Firms or Quick Start)
Add one account and at least one contact per client.
Example: A joint tax return should have one account and two contacts (each with unique emails).
2. Introduce Clients to Liscio
Plan Your Rollout
Timeline: Choose a Go Live Date for sending client invites. Typically, you'll prepare clients using provided materials over one to two weeks.
Batch rollout: Start with monthly, quarterly, or yearly clients based on engagement.
Full rollout: Best before tax season or major deadlines.
Prepare Clients with Email Campaigns
Use our ready-to-send Client Introduction Email Templates to introduce Liscio.
Send emails one week before and a final reminder before invites.
Boost adoption and create consistency with firm-wide email signatures. Templates found here.
3. Send Client Invites
Bulk Invites
Navigate to Bulk Actions > Invite to Liscio.
Select Entity Type (e.g., Individuals, Businesses).
Select all and send invites in one step.
Individual Invites via Text
Navigate to the Contact Profile and enable Allow Texting for a faster response.
Invite with a File, Message, Task, or Request
Upload a file, send a Message, or Create a Task or Request before inviting to drive engagement.
Pro-Tip: You can invite clients and send Engagement Letters simultaneously in bulk. This method automatically sends weekly reminders to clients, ensuring they activate their account and complete tasks without needing additional manual reminders.