Hello!

First, thank you for considering us for your tax preparation needs. We understand that tax time can often be overwhelming, and that’s why we’ve integrated Liscio into our processes. This platform is designed to make your tax experience not only efficient but also exceptionally user-friendly. Let’s dive into how it all works!

1. Setting Up Your Liscio Account

a. Invitation Link: Upon deciding to work with us, you’ll receive an email invitation to join Liscio. Click on the link provided to begin. b. Create Your Profile: Fill in your basic details and set up a strong password. Remember, your data’s security is paramount to us.

2. Navigating the Dashboard

Once logged in, you’ll be greeted by a clean, intuitive dashboard. Here, you’ll find:

• Messages: A direct line of communication between us.
• Tasks: A list of actionable items, keeping you on track.
• Documents: Where you can upload, view, or download any relevant tax documents.

3. Uploading Documents

a. Go to ‘Documents’. b. Click on ‘Upload’. c. Choose the relevant files from your computer or device. d. Hit ‘Submit’. We’ll instantly be notified of your uploads!

4. Real-time Communication

Have a query? Don’t wait for emails. Head over to the ‘Messages’ tab and shoot us your question. Our team is always at the ready to assist.

5. Tracking Progress with Tasks

Under the ‘Tasks’ section, you’ll see a list of to-dos:

• Pending tasks: Actions you need to take.
• Completed tasks: Tasks you’ve finished or that we’ve addressed.

By keeping an eye on this section, you’ll always know the status of your return and any upcoming steps.

6. Reviewing Your Return

Once we’ve prepared your return, we’ll notify you via a message. a. Navigate to ‘Documents’. b. Open your prepared return. Review it at your leisure. c. Use ‘Messages’ for any clarification or changes.

7. Approving the Return

Satisfied with the review? Let us know via ‘Messages’, and we’ll proceed to the final steps.

8. Final Steps & Confirmation

Upon your approval, we’ll finalize everything on our end. You’ll then receive a confirmation message along with any additional instructions or information.

Conclusion

Liscio is more than just a tool; it’s a reflection of our commitment to ensuring your tax time is as painless and straightforward as possible. Together, with this platform and our dedicated team, we promise a smooth sailing tax season.

Still have questions? Get in touch today. We’re here to help every step of the way!