Using Liscio Requests, firms can send Smart Tax Organizers directly to their clients, customized from their tax vendor's organizer. Clients can complete these organizers directly within Liscio—the same platform they use to communicate with your firm—eliminating the need for external sites or programs. Liscio streamlines each organizer by using the client's previous year's information, creating a personalized experience.
When you're ready to export the documents and answers provided by clients within the organizer, a ZIP file will be available for download, containing the full PDF with answers and the files labeled and numbered in the requested order. Exporting is available at any time, so you don’t need to wait for a client to submit in order to access or export the information.
Exporting Organizer Documents and Answers
Navigate to the Organizer from the Requests Page or the client's Account Timeline.
Use the ellipses on the right to open the menu.
Click Export Request Package Zip.
Once ready, you will receive a notification and gave navigate to the file to download.
The Zip file will also be automatically stored under the client's File section of their Contact and Account record.
Exporting Organizer to Your Internal Document Management System