What are Smart Tax Organizers?
Smart Tax Organizers are client-friendly, mobile-ready tax organizers that:
Include guided questions and automated follow-ups
Are customized based on each client’s prior-year tax return
Help reduce prep time by up to 76%
Increase completion rates to 60% or more
Let you track client progress in real time—no need to wait for full submission
What Tax Software Is Supported?
Smart Tax Organizers work with:
UltraTax CS (Thomson Reuters)
CCH ProSystem fx Tax (Wolters Kluwer)
CCH Axcess Tax (Wolters Kluwer)
Drake Tax (Drake Software)
Lacerte (Intuit)
ProSeries (Intuit)
How Are Organizers Personalized?
Each organizer is generated based on the client’s prior-year data.
Only relevant questions are shown, reducing confusion and making the process faster for your clients.
The full prior-year organizer is included at the top of the form for reference or printing.
Can I Choose the Type of Organizer?
Yes! You can choose from three templates:
Simple
Standard
Comprehensive
Use the right one for each client based on their needs. All templates are designed to:
Improve response rates
Save your team time
Increase client satisfaction
How Do Clients Complete the Organizer?
Clients can fill out organizers on:
Web browsers (desktop or mobile)
Mobile app
Tablet
Key features:
Answers auto-save, so clients can switch devices anytime
Clients can upload files or mark questions as N/A if not applicable
Clients can scan paper docs directly from their phone—Liscio converts them to PDFs
If a client submits by mistake, you can reopen the request.
How Do I Send Organizers?
Export organizers from your tax software
In Liscio, go to the Requests page
Select +Import to upload them in batches
How Can I Track Client Progress?
As clients answer questions, Liscio shows real-time updates—no need to wait for full submission.
You’ll see:
Their responses
Uploaded files
A progress bar showing how much they’ve completed
Can I Use Smart Tax Organizers for All Clients?
Yes! Smart Organizers work for:
Traditional clients who prefer full organizers
Busy clients who want fewer questions
Mobile-first clients who want to complete things on the go
You can even support paper clients by entering answers, uploading files for them, and keeping their organizer progress up to date.
How much Do They Cost?
$5 per organizer
Rollover Protection: If a client never opens the organizer and you recall it, you’ll be credited automatically
How Are They Billed?
Organizers are billed:
As they’re sent
Or by pre-purchasing credits
Rollover Protection ensures you only pay for what gets used.
Can I Export the Completed Organizer?
Yes! You can export the completed organizer and all uploaded documents as a ZIP file.
The export will appear on your Files page once it’s ready.
Can I Use This With GruntWorx, CCH Flow, or Lacerte Tax Import?
Yes! Files exported from Smart Tax Organizers can be imported into your tax workflow tools.