2019 - Changes to Come

December 10, 2018

Happy Holidays!                                                                                             

It is exciting to celebrate this holiday season and ring in the New Year with you! We feel privileged that you have entrusted us to advise you in how best to grow your business and personal finances. We love seeing those goals come to fruition.

Over the past few months we have evaluated how to better serve you. The two main areas of focus are communication and security. Luckily, we have found one solution for both concerns! Starting January 2019, we will no longer be receiving attachments via email and we will be shutting off the file exchange portion of the portal, accessed through our website. You will still be able to view past tax returns for the time being. The good news, we have something better! Our firm is switching to a secure communication and document sharing platform called Liscio.

Using Liscio, you can upload documents without having to worry about blocking out social security numbers or other personal information you don’t want stolen. You will also have the ability to directly message with any (or all) of our team. Another great feature of Liscio, all communication and document sharing are now in one location, alleviating the need for the clunky website portal and insecure email. You can use Liscio on a desktop computer or you can download the LiscioPro app on your smart phone. We know you are busy and some of you may be on-the-go, so downloading the mobile app is a great solution.

The Allman Johnson portal was very difficult and inconvenient if you needed to reset your password. With Liscio, if you forget your password, all you do is click “send magic link” and it will send you a link in your email to login to Liscio. Simple as that!

We understand that new systems can be challenging and that there will be growing pains. We are more than happy to assist you in any way to help you feel comfortable using Liscio. We will be sending you an email along with an invite to Liscio. Please be on the lookout for those in your email. All that’s required to get started on Liscio is to verify your email, accept the terms and conditions, and create a password. You can find Liscio in the Client Center on the Allman Johnson website. If you want to get a jump start on signing up, you can do so directly from the Allman Johnson website.

Other Important News:

In 2019, the organizer will be located on your Liscio account. You will be able to find any document that we upload to you in the FILES section of your Liscio account. This is also where we will upload your tax returns. In the past, these items have been located on the Allman Johnson portal.  Older returns are still available via our website.

For assistance using Liscio, contact Kristin or Melinda. You can also give us a call at 317.843.1040.

Sincerely,

Allman Johnson CPAs & Advisors

Liscio Video

 

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