Smart Tax Organizer

Get organizers back faster, decrease administrative time and improve the client experience.

Reduce the time you spend on tax organizers by up to 76% while increasing your organizers return rate to 60% or more.

We reduce the time and effort you – and your clients – have to spend gathering information, filling out forms and following up.

Smart Forms

We'll take in information from last year's return, show or hide questions based on client answers and guide clients to the right answers. You get the right information the first time and clients get a easy, painless experience.

Document Checklist

Get the documents you need quickly by showing clients exactly which documents you need and guiding them to upload them using a mobile or desktop device.

Laptop showing a client portal for accountants with screen showing tax preparation software

Built-in Schedules

Supports common tax schedules with dedicated questions for business, rental, and farm income.

Complete Client Management

Monitor client progress in real-time, get notifications on their progress and automate follow-ups through text and email.

Automated Follow-Up

Text Message Reminders

Guided Form Completion

Smart Document Reading

See Smart Tax Organizers in Action

Creating and Sending Smart Tax Organizers

Learn how easy it is to create and send personalized tax organizers with Liscio.

A Seamless Client Experience

Discover how clients interact with Liscio’s smart organizers—working from any device.

Tracking and Reviewing Client Submissions

Track client progress, review submissions, and ensure all necessary documents are collected on time.

Tax Software We Work With

Save Time, Cut Costs, See Results

60%

less than half the cost of paper organizers

<4 Hours

to implement

5X+

return on investment in year 1

Trusted by Industry Leaders

"Liscio perfected organizers at the right price point for firms of every size"

Randy Johnston

K2 Enterprises

Ready to get started?

Book a free 1:1 tailored consultation and demo.