In Liscio, the tax organizer simplifies the tax preparation process for your clients by customizing questions based on their previous year's information. This personalized approach ensures quicker completion and improves accuracy for your firm.
How Clients Experience the Tax Organizer:
Notifications:
Clients receive an initial email notification once you've sent them the organizer.
Automatic reminders are scheduled:
One week before the due date
The day before the due date
The day it becomes overdue
Weekly reminders thereafter until submission
Guided Walkthrough of How Smart Tax Organizers Work:
We recommend sharing this internally and with clients.
Client Steps for Completing the Organizer:
Access the Organizer:
From the email notification or reminders.
From the Liscio Mobile App.
Under "My To Do List" on the Liscio Home Dashboard.
From the Requests Page.
Review and Update:
Verify pre-filled information, update changes, and respond to any new questions.
Use "Source File" at the top to view, print, or download the source organizer or PDF version of the Smart Tax Organizer.
Upload Documents:
Browse or Drag and Drop.
Use Liscio’s mobile scanner to upload physical documents.
Select "NA" if there's nothing to provide.
Submit:
Click "Submit" and the Request Owner gets notified.
This also stops auto-reminders and the client can no longer edit the organizer.
The organizer can be re-opened and sent back to the client if information is missing.
Firm can "Mark Complete" to archive the organizer.
Archived organizers cannot be re-opened.
Important Client Features:
Automatic Saving:
Progress auto-saves and is immediately visible to your firm. Use "Save and Exit" if pausing.
Cross-Device Compatibility:
Progress syncs seamlessly across devices (computer, tablet, or phone).
Flexible Completion:
Questions can be answered in any order, allowing clients flexibility to gather documents like W-2s.