Karbon x Liscio streamline your workflow with automated organizer handling, consistent client communication, and real-time task updates. Liscio offers a user-friendly interface for clients, ensuring a seamless and efficient tax process for all, while Karbon will handle the internal task management for the firm.
Sending Smart Tax Organizers & Internal Tracking
Create a Tax Template in Karbon
Navigate to Karbon and create a template titled Individual Tax Return for Forms 1040 and 1041 (or a template appropriate for your needs).
Send clients Smart Tax Organizers via Liscio - full instructions found here.
Open the relevant client record in Karbon.
Initiate a documentation request for their upcoming tax work by clicking on Send Client Request.
When you send the request, the client will receive an email prompting them to log in to Liscio.
Sample request verbiage: To begin preparing your individual tax return, we need to collect your up-to-date information through your personalized tax organizer in Liscio. Please log in to Liscio at www.liscio.me using your email address. Open your 2024 organizer, review and complete the required sections, and then click "Submit" when finished.
Once the client submits the organizer, mark the task Done in Karbon, moving the internal process forward within Karbon.