Tags are used when uploading and organizing files.
A tag is necessary to identify and organize a document. You can filter by tags in the File tab of an Account or Contact.
Currently, there are six default tags:
- Payroll Tax
- Ask your accountant
Custom Tags are specific tags your may firm request to be added to your Liscio platform.
You can request Custom Tags by emailing your list of tags to email@example.com.
If you would like any of the default tags to remain on your platform, please include them in your list.