How To Securely & Conveniently Work With Your Tax Professional

Are you feeling the dread of tax seasons past? Don’t despair, a less painful tax season is within your grasp. Here is how: Go Mobile. Sure, you talk, text, browse, shop and get your emails on your mobile device. What about securely collaborating (email is not secure) with your tax professional right from your phone? 

Equus Advisors has invested in a solution called Liscio that replaces email and the old way of doing things. It has secure messaging, file sharing and storage, task tracking and a clutter-free modern online experience for our clients that helps us to serve you better. The only way you gain access to Liscio is through an emailed invitation from our firm. You accept the invitation and download the Liscio app from the App Store or Google Play. We can send you tasks and alert you to missing tax source documents. Scan them in with the Liscio app. Your documents and finalized tax return are stored within this secure application.

Can’t make it in to visit us in our Cortland or Ithaca office? We can do a video call through our Zoom application. The rest we can handle through Liscio. Convenient, effective, efficient. Clients who have used Liscio in the past year love the experience and so do we.

How can you get started? Go to our website at EquusCPA.com and and click on the “Get in Touch” button at the top right of our webpage. We will contact you and then send you an invitation to Liscio. Once you accept, our staff will help you get up and running with the application, which can also be accessed on your computer through the “Client Center” button at the top of our webpage. Now you are ready to work conveniently with us for all of your tax, bookkeeping, payroll and advisory needs. 

Peter VanderWoude, MS, CPA, CGMA
EQUUS ADVISORS | Accounting and Tax Professionals
www.EquusCPA.com