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Getting Started with Jason Arsenault, CPA

Whether you are a tax or accounting client, getting started with us couldn’t be easier. We use Liscio, an intuitive client portal that makes onboarding, communicating and collaborating quick and easy. You’ll be able to upload files, sign documents, track tasks, email and text, all from one secure location.

Liscio Onboarding Process

Step 1. Activate Your Account

We’ll send you an email with an activation link. Just click the bright pink button.

Step 2. Create Your Password

You’ll be taken to Liscio’s website where you’ll be asked to create a password that meets the following requirements:

  • at least 1 Upper Case letter
  • at least 1 number
  • at least 1 special character
  • at least 12 characters in length
  • Password and confirm Password should match

Step 3. Confirm Your Details

If everything looks right, click finish to confirm your details. You’ll then be taken to your portal where you’ll be asked to accept the terms and conditions.

To log back in, simply head to https://payrollbookstaxes.liscio.me or download the mobile app.

“Jason took the fear out of taxes this year!”

Leanna K.