New Year, New Features!

Liscio Blog

New Year – New Features!

Happy New Year! We’re ringing in 2019 with a flurry of New Features, including the debut of two of the most wishlisted (frequently requested) features: Log Me In As and Custom Tags. 

Here’s the full list of new additions for January 2019:

  1. Log Me In As
  2. Custom Tags
  3. Account Edits on Mobile App
  4. View All Unread Notifications

Log Me In As 
If you’re wondering what we mean by FirmView or Firm-to-One Service, this feature brings both concepts to life. Log Me In As gives business owners and managers (Admins) full visibility into client requests and ensures that no client request goes unattended, even for employees out of office or on vacation. Just Log Me In As the employee who’s out to provide uninterrupted, seamless service. (Note: Only Firm Administrators can use the Log Me In As feature.)

How it works:

  1. Click the ellipsis in the bottom left of your screen (under your name)
  2. Click Admin
  3. Click the Employees tab at the top of the page
  4. Hover cursor over the employee you wish to Log In As
  5. On the far right, you’ll see 3 icons/buttons. Click the “Login as” icon (left icon).
  6. You will now be logged in as the employee you chose.
  7. While logged in as the employee, you can…
    1. Respond to messages as the employee
    2. Change the employee’s profile picture
    3. Finish up tasks as the employee
  8. To switch back to your login, click the ellipsis in the bottom left of your screen
  9. Click Switch Back

Custom Tags
Announcing new features is always exciting, even more so when we deliver a feature as heavily requested as Custom Tags. As of right now, we’re happy to announce Liscio is accepting custom tags in the files section of your Liscio account! If you have a list of custom tags you want added to your Liscio account, email your list to us at support@liscio.me. (Note: If you want to preserve any of the existing default tags please include those default tags in your list too.)

Current default tags:

  • Tax
  • Financial
  • Payroll
  • Payroll Tax
  • Ask your accountant
  • Miscellaneous

Account Edits on Mobile App
When you give your clients Account Ownership, they now have the ability to onboard their account or make changes to their account directly on the Liscio Mobile App. As always, all members of the Client Service Team assigned to that account will receive a message listing all the changes made.

How it works:

  1. Tap the Menu icon
  2. Tap Accounts
  3. Tap on the arrow icon to the right
  4. Tap the Edit icon in the upper right corner
  5. Update account information
  6. Tap Save in the upper right corner

View All Unread Notifications
You can now filter by all unread notifications to see everything that needs your attention.

How it works:

  1. Click on the Notification bell on the left-hand navigation
  2. Click View All Notification
  3. At the top of the page, click Filter by and choose Unread

And that’s all of the new features for January 2019! Most of these came to life due to popular demand. We’re always listening. Thanks for your insight and feedback. As you can see, it makes a difference. It helps us make Liscio a better product.