TAX ORGANIZER SOFTWARE
Liscio reads each client's prior-year Form 1040 and builds the document request list: wages become a W-2 request, interest becomes a 1099-INT request. Clients upload from their phone or computer, and Liscio sends the reminders. You keep your tax software.
85%
of opened organizers completed
counts organizers the client opened
80%+
organizer return rate
online clients only; paper clients excluded
29
document categories read from the prior-year 1040
<4 hrs
for most firms to be up and running
EASY FOR EVERY CLIENT
Follow-up questions appear only after a Yes or No answer, so a client whose address didn't change never sees the address question. Clients sign in with an emailed link, no password needed, or with a passkey, Face ID or Touch ID, Google or Office 365.
DOCUMENT REQUEST LIST
Each client's request list comes from their prior-year tax data, so they know exactly what to upload. As files arrive, File Intelligence identifies each one, from the W-2 to the K-1, and Liscio helps you match it to the request it answers. You confirm every match. You see in real time which clients are complete and which need follow-up.
ANY DEVICE
Liscio reads the payer and entity names off the prior-year 1040. Clients answer in Liscio's iOS or Android app or in the browser, and the phone scanner turns photographed pages into a PDF.
WHAT THE ORGANIZER REQUESTS
Liscio requests a document when its lines on last year's Form 1040 hold a nonzero amount or its form is filed. It checks 29 categories. It also reads the payer and entity names, the taxpayer's and spouse's names and occupations, the home address, the daytime phone and the filed states. It does not copy dollar amounts or Social Security numbers into the organizer.
CUSTOMIZE
Clone Liscio's standard template, then hide any section or item, add your own Short Answer, Yes/No or File Upload items, mark items Required, and add follow-ups that appear only after a Yes or No answer. Save it as a template and reuse it every season.
QUICK IMPLEMENTATION
From a supported tax package, set a Liscio folder as the print destination once. Each return arrives in your FileConnect queue, where you route it to create an organizer. FileConnect uses a OneDrive folder in your Microsoft 365 business account.
Hide what you don't ask, add what you do, and mark what's required. Templates cover organizers, messages, tasks and e-sign documents.
Liscio sends automatic email and text reminders for Smart Tax Organizers; texts carry the "Reply STOP to opt-out" line. You can also remind a client with one click.
NO RIP-AND-REPLACE
Liscio reads the return itself, so it works with any tax software that produces a computer-generated return PDF, not a scan. The packages below are examples, not integrations. Keep client files in SharePoint, OneDrive, Google Drive or Box through Liscio's integrations, or in Liscio's own folders. When the return is done, Smart Tax Delivery sends it back for review and e-signature.
COMMON QUESTIONS
Liscio connects your firm and your clients, and does the admin work in between. Prices and plans are on the pricing page.
Pick a client whose return carried a Schedule C and a K-1. Upload that 1040 on liscio.me and compare the list Liscio builds with the one you would have built by hand. Use a computer-generated return PDF, not a scan.