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Overview

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Product Overview
View all of our features - We cover every way your client communicates
Tasks
Keep clients organized and on-time with due dates
Timeline
View all client communication on a single page
Secure Messages
Secure, in-network communication channel for you and your clients
Email Integration
Outlook and Gmail Management for Accountants
Two-Way Texting
Get answers fast without using your personal phone
Custom Branding
Your fully branded client portal
Client Tools
Everything your clients need to self-serve
Personalized Tax Organizers
Automate your tax gathering process
File Transfer
Every client file in a single place
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THE #1 CLIENT PORTAL FOR ACCOUNTANTS

Everything firms and clients need to securely work together.




NEXT GENERATION DATA GATHERING

Automate your data gathering process for every type of client request - from
client onboarding to monthly close checklists.




PERSONALIZED TAX ORGANIZERS

Remind your clients that you know them with tailored digital tax organizers.
Liscio will read your existing organizers and create bespoke checklists for each
client based on items they had in the prior year. The personalized touch
combined with easy-to-use requests lists and mobile apps will delight your
clients.

Explore How it Works



AUTOMATED TAX DELIVERY

Liscio creates customized walkthroughs for each client including automatic
signature placement, payment links and estimated tax payment reminders.


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CREATE YOUR OWN REQUESTS

Show your clients you know them. Create bespoke requests for every interaction –
from onboarding, to organizers, to monthly close.




GET THE WHOLE PICTURE

See all your client interactions on a single Timeline. Eliminate information
silos with optional Gmail and Outlook integration. 

Explore Product


"USING LISCIO SAVED ME 60% OF MY TIME"

Felecia Dixson EA, CTRC, ATA
Dixson & Associates


CREATE 5-STAR EXPERIENCES

Give your clients everything they need to succeed. 

Explore Custom Branding


24/7 SELF SERVE

When clients help themselves, your phones get a break. 


AUTOMATIC REMINDERS

Email and mobile reminders keep clients on deadline.


WORKS ON ANY DEVICE

PC, Tablet, Mobile Apps, and Mobile Web.




MOBILE SCANNER

Get documents fast. Images auto-converted to PDF.


SIMPLE LOGIN

Easily login with Face ID, Touch ID, Google and Microsoft.

integrations


CONNECT APPS EASILY

Adobe Sign
Gmail
Outlook
QBO
Karbon
SmartVault
Browse All


CUSTOMER LOVE

See what other firms have to say about the new way they can work using the
powerful tools built into Liscio.

Read customer stories


CLIENT COMMUNICATION

"No more physical documents, No more client notes on post its, No more lost
client emails. YES - Clear, clean organized client communication and document
sharing with clients!"

Deanna Johnson
Client Communication & Outreach, Allman Johnson




CONFIDENCE

Liscio has been a life saver! So easy to exchange client info with the utmost
confidence. Thanks!
‍


Angel Przybylowicz
AP Keeeping, LLC.



TECH STACK

Liscio was exactly what we needed to combine our tech stack and improve our
efficiency to help our team and the clients. Thank you so much!


Shannon Sheridan
Eclipse Accounting and Tax



ONBOARDING

I love Liscio! It has completely changed my firm, onboarding, and how I interact
with my team! Love you guys!


Katey Maddux
Katey Maddux Enterprises



READY TO GET STARTED?

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