The #1 Client Portal for Accountants

Everything firms and clients need to work together.

Let Your Brand Shine

Look great to prospects and keep your brand top of mind with existing clients.

Get the Whole Picture

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

Explore Product

Screen capture of the Liscio Timeline feature with highlights of the various types of items included in the timeline.

Screen capture of secure messaging on the timeline.

Screen capture of an email from the client on the Timeline.

Screen capture of the status of a Client Request on the timeline with a progress bar showing how much the of the request the client completed.

Screen capture of SMS business text messaging on the timeline.

Screen capture of an electronic signature request on the Timeline.

Create Your Own Requests

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

Build an Entire Request Library

Create and save your favorite requests as templates. View, edit, and send templates with just a few clicks.

Personalized Tax Organizer

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

Create 5-Star Experiences

Give your clients everything they need to succeed.

View of a client accessing a file from their file list on a mobile device.

24/7 Self Serve

When clients help themselves, your phones get a break.

View of a Liscio push notification displayed on a phone's lock screen.

Automatic Reminders

Email and mobile reminders keep clients on deadline.

Works on Any Device

PC, Tablet, Mobile Apps, and Mobile Web.

Side-by-side view of Liscio's client portal home screen on a desktop, tablet, and mobile phone.

View of the Liscio mobile-phone scanner capturing the image of a tax return displayed on the top of a wooden table.

Mobile Scanner

Get documents fast. Images auto-converted to PDF.

View of the Liscio Face ID login page displayed on a mobile app.

Simple Login

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

integrations

Connect Apps Easily

Customer Love

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!"