Client Help Liscio Pro (Version 2)

FAQs

• How To Add Multiple Message Recipients
• How To Attach a File to a Message
• How To Complete a Task
• Why is My Invite Link Expired?

Getting Started

• Client Starter Kits (Desktop & Mobile)
• How to set up your account.

Dashboard Overview & General Functionality

• File Filters
• Task Filters
• Security Overview
• Inbox Overview
• My Tasks Section Overview
• Attachments

See all 11 articles

Accounts

• How To Onboard My Account
• Edit Your Account Information
• Accounts Overview
• Client Service Team

Inbox, Tasks, & Files

• How To Open QuickBook Files
• How To Send QuickBook Files Through Liscio
• How To Delete Files
• Pending Review Tasks
• Inbox
• Archived Tasks

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Profile Settings

• Edit Profile Information
• Change Password

Mobile App

• Enable Push Notifications (Mobile App)
• Download the Mobile App - Android
• Downloading the Mobile App - iOS
• Downloading the Mobile App - iPad
• Mobile App Overview
• Archived Tasks (Mobile)