LISCIO – Replaces Sharefile
- Secure Messaging & Document Exchange
- Sign all e-documents with your LISCIO Login
- App and Desktop Version
- App allows you to take a picture of missing documents, converts it to a PDF in-app, and upload to the preparer
- We will invite you to use the platform at tax time – check your spam if you don’t see it!
PHONE System Changes
- Due to high call volume, you may experience an auto-answer system but do NOT despair! We are still here.
- We strive to return all messages within 48 business hours
- You can always dial the extension you are trying to reach without listening to prompts. Just dial anytime.
For example, to make a pickup appointment, dial extension 113 to reach Chris
- Email us at email@example.com with any questions.
Client Drop offs & Review Appointments
- Unless otherwise notified, all will clients drop off their tax documents (no appointment needed) when they’re ready for tax preparation (or work remotely through LISCIO)
- Appointments are at the end of the tax preparation process (instead of the beginning).
- This allows us to have a more meaningful tax conversation around your situation. Don’t worry, we will be talking to you before the final pickup!
- When we have finalized your return, we will contact you to set this pickup appointment – getting in within the week to pickup.
- Don’t forget to save our number 913-432-3147 so you know who’s calling!
All Clients Will Receive PDF Copies
- These can be accessed in LISCIO & can be saved to your computer or printed
- $35 Charge for any request for paper copies.