Here’s a step-by-step guide to help you smoothly onboard your clients and set your firm up for success.
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
Choose a Go Live Date (when invites go out)
Give clients a heads-up with email templates 1–2 weeks in advance
Rollout Options
Batch Rollout – Invite clients by segment (monthly, quarterly, or yearly)
Full Rollout – Best before tax season or key deadlines
Use Email Campaigns
Send one email a week before, and a reminder just before invites
Add a Liscio email signature to help reinforce communication in Liscio
3. Send Client Invites
Bulk Invites
Go to Bulk Actions → Invite to Liscio
Choose the Entity Type (e.g., Individuals or Businesses)
Select all and send invites in one step
Individual Invites via Text (Optional)
Go to the client’s Contact profile
Enable Allow Texting for a faster response
Invite Through File, Message, Task, or Request
Upload a file, send a Message, or create a Task/Request to trigger the invite automatically
This drives immediate engagement and makes the invite feel purposeful!
Pro-Tip: You can invite clients and send Engagement Letters in bulk—with automatic weekly reminders until the client activates their account and completes the task.
No extra follow-up needed!