With Requests in Liscio, firms can easily send out Business Organizers directly to their clients.
Liscio provides three standard Business Organizer Templates to help you gather key information from your business clients:
Partnership Tax Info Request
Corporate Tax Info Request
S-Corporation Tax Info Request
Each template is designed to collect essential details — including information about business partners and ownership — in the same streamlined way you collect data from individual clients.
You can:
Edit templates to fit your needs
Save your changes
Create custom, reusable organizers for future use
To access these templates, go to the Requests page and click +Request — you’ll see the Business Organizer Templates ready to use.
This makes it simple and efficient to collect the information you need to support your business clients.