Tax returns are far from complete when the numbers are in your system, the correct deductions are selected, and the return or payment amount is decided. 

Most tax preparers find that the most frustrating parts of tax return preparation starts once the return is in the client’s hands for review and signature. That’s also one of the most critical parts of the tax return process – without a thorough review of the documentation and a correct, IRS-accepted signature, everything else falls flat. 

The Challenges with Tax Return Delivery

We recently asked a group of CPAs what their biggest challenges were. Overwhelmingly, the answer was collaboration with clients. 

That includes:

• Getting clients to review tax returns  30.5% (CPA Poll) 
• Client difficulty accessing documents: 24.6% (CPA Poll) 
• Difficulty obtaining client signatures: 23% (CPA Poll) 

These things aren’t just frustrating—they cost you time and money in an already busy season. Sending and re-sending returns and chasing clients for signatures wastes your evenings and weekends and decreases your tax season ROI with more admin time. 

It’s also more complicated than ever to ensure that your clients have reviewed the documents instead of just skimming for the signature sections. This leads to questions that could easily be put to rest with a better return process, like “How much do I owe?” and “Did I put in the right address?” It also leads to a higher risk of a misfile – putting your reputation on the line. 

Liscio Smart Tax Delivery

It’s time to stop chasing clients and start empowering them with the information and access they need. The Liscio Smart Tax Delivery solution can help you do exactly that. 

Here’s what you can expect: 

Easy Tax Return Uploading and Sending

You simply upload the completed tax return, review the return and assigned signatories, designate a due date, and send it to your client. The entire uploading and sending process takes just a few minutes per return. 

At-A-Glance Client Tax Summary 

Your clients will see all of the key information, such as amounts due, on the very first screen instead of having to sift through pages of legal documents. 

Personalized Walkthrough

Every client gets a personalized walkthrough that guides them step-by-step through their return and payment options. It prompts them to affirm information and sign where necessary. 

Smart Signatures

Multiple signers? Same device signing? No problem. Your clients will be able to quickly and easily sign their return. 

Payment Guidance

Our solution includes guidance for how to pay, making that one less question you have to answer. 

Quarterly Estimated Payment Management

Give your clients automatic reminders for their quarterly estimated tax payments, all from one easy-to-use platform. 

Complete Tracking and Follow-Ups

You’ll be in the driver’s seat with a complete overview of the statuses of all your tax returns in one place. You can set automated reminder schedules or follow up with text messages that don’t require you to give out your personal phone number.

Easy Setup and Integration

In just a few minutes, you can implement Liscio tax return delivery in your existing workflow. You can also integrate Liscio with any of the leading tax preparation solutions, such as Ultratax, CCH, and more. See how it works here. 

How is Liscio Smart Tax Delivery Different from E-Signature Solutions? 

One of the most common ways tax preparers get signatures virtually today is through e-signature solutions like Panda Doc or Docusign. While these are generally secure and accepted by the IRS, they are created with the sole focus of getting quick signatures, not ensuring the recipient approves the information. 

E-signature platforms just jump the signer from signature to signature without requiring them to read the document or approve the information. That means that many clients will sign the document without:

• Checking their name and address
• Stopping to check the amount returned or owed
• Understanding where/how to pay

That significantly increases the time you’ll spend walking clients through tax returns, answering questions after the signature, and even dealing with misfiles. 

Speaking of misfiles, if you have to resend the return for any reason, those solutions will charge you again. 

Liscio Smart Tax Delivery, on the other hand, was created solely to create a clear, seamless experience for tax return delivery. Clients won’t just skip to signatures—they’ll get their return or payment amounts up front, and then they’ll be prompted to review the correct information. 

No more worrying about misfiles and spending time answering questions and resending documents. You get to reclaim your evenings and weekends, and your clients get a transparent experience that leaves them feeling confident and cared for. 

The Impact of Liscio Smart Tax Delivery

Liscio makes the tax return delivery process easier, faster, and more straightforward for both you and your clients. With Liscio you’ll

• Save about 15 minutes of non-billable time per tax return you send
• Increase client retention by creating a personalized, VIP experience for every client
• Submit returns confidently

Ready to see what Liscio can do for you? Talk to a Liscio specialist and get started today.