TaxAutomate works alongside Liscio. Collect client documents through Liscio's secure mobile-first requests, bulk-upload them to TaxAutomate, and deliver the finished work back through the same channel your clients already trust.
No connectors, no sync, no new portal for clients — just a clean loop
Liscio's requests and mobile scanning get documents in from clients without email attachments.
Download the client's set, upload in one batch. Organized workpapers and a completed return in about five minutes, flat $35 up to 10 pages.
Send the completed return and workpapers back over Liscio's secure channel for client review.
Liscio solves the client side — getting documents in securely. TaxAutomate solves the firm side — turning that pile into a completed return. Together the whole loop, intake to delivery, stays off email.
What firms ask about TaxAutomate and Liscio
No, and we won't pretend it is. There's no API connection or background sync. You download documents from Liscio and upload them to TaxAutomate in bulk. That's deliberate — fewer connected systems touching SSNs.
Organized, bookmarked PDF workpapers and completed returns — entered directly into Drake or delivered ready for ProSeries if you use those, or as PDF workpapers for anything else. Drop the workpapers back into Liscio wherever your team already looks.
Flat $35 per return, covering up to 10 pages of source documents — that's 35 credits at $1 per credit, plus 1 credit per page after 10. Optional expert review adds 20 credits (about $20). Credit packages start at 200 returns ($7,000), with volume discounts up to 15%. New accounts get $50 in free credits to test the output quality on your own documents.
Client data is protected with AES-256 field-level encryption — sensitive fields like SSNs are encrypted individually, not just at rest. Our controls are built to SOC 2 standards, and we never store your tax software credentials.