Next-generation document management, tax organizers, tax delivery and client portal
One place for every client document, request and signature, built for accounting and bookkeeping firms.
- Files named for you
- Organizers from last year's return
- Returns delivered for e-signature
- Secure client portal
See it work, no login
Watch File Intelligence read a document
Pick a sample or drop your own file. It reads every page, pulls the key fields and suggests a clean filename. Give it an individual tax return and it builds a tax organizer.
Try a sample· instant, nothing to upload
Use your own file· read live
Liscio suggests a name in your format.
Review each suggested name and accept it with a click. Consistent names keep every file easy to find later.
How it works
Read. Ask. Match.
Liscio reads your documents and names them your way.
W-2s, 1099s, 1098s, bank statements, even phone photos of them. Liscio finds the form, year, issuer and client. It suggests a name in your format and the right folder. If it isn't sure, it leaves the file alone and flags it. Your team stops renaming PDFs and just reviews.
Last year's return becomes this year's organizer.
Upload a client's prior-year tax return. Liscio reads the return and creates the document request list: wages become a W-2 request, and interest becomes a 1099-INT request. There's nothing to print from your tax software. 85% of clients who open their organizer finish it.
Liscio checks off each upload for you.
Clients drop files in any order, with any name. Liscio matches each one to the document request list and shows what's still missing.
Trust
Math, not guesswork.
General AI tools guess, and they can give you two different answers to the same question. Liscio uses a math engine built only for tax and accounting documents. It knows the exact form, year and payer, so the same file gets the same name every time. When it isn't sure, it flags the file for you instead of guessing. It works on most government tax and accounting forms, plus hundreds of other form types.
General AI tool
ILLUSTRATIVEA different name each run
Liscio
Math engineThe same name every run
Your archive
Storing files is easy.
Finding them is the work.
Liscio reads the tax and accounting documents in your archive, renames them to your format, and makes them searchable by client, form, issuer or year. Anything it can't identify keeps its original name and gets flagged. On one real archive of 21,000 documents, the share findable by search went from 41% to 91%.
Moving off FileCabinet CS? Bring every folder over intact. Plan your move
Files, requests, messages and signatures. One system.
File Intelligence works across all of it, so your team saves time at every step.
Liscio suggests a name in your firm's format as each file arrives.
You accept it with one click.
412 Meridian Ave
Austin TX 78701
Acct: •••• •••• 4821
Find files fast with name and metadata search.
Search by client, form, issuer, year or month. No more guessing what a file was called.
Build client checklists once. Reuse them every year.
Send a checklist of the documents and answers you need for onboarding, tax organizers and more. Track each client's progress. Liscio sends the reminders.
This checklist helps us gather essential information about your tax situation and financial details.
Secure messages built for accounting compliance.
Message clients securely. Each message links to the client's files, tasks and requests on their timeline.
See every client interaction in a single timeline.
See emails, secure messages, text messages, files and electronic signatures by Contact and by Account.
Get documents signed without a separate e-signature tool.
Send tax returns, engagement letters, contracts, and more for electronic signature. Knowledge-based authentication is optional for tax returns.
This letter confirms the terms of engagement between Riverbend Tax and Cornerstone Bookkeeping LLC for the preparation of federal and state income tax returns for the tax year ending December 31, 2026. We will perform such accounting and bookkeeping functions as required to maintain your accounting records in accordance with GAAP.
Liscio reads every file the same way, no matter how it arrives.
FileConnect
Send returns from your tax software straight to Liscio.
Print or save a return from UltraTax CS, Lacerte, ProSeries, Drake, CCH Axcess or ProSystem fx, and it lands in Liscio. It works with any program that can print or save a PDF. No downloading. No re-uploading. No special integration to wait for.
- Your tax software doesn't pick your document system. You do.
- Set it up once with your Microsoft 365 business account.
How Liscio fits
Keep your tax software. Keep your storage. Drop the busywork.
Print returns straight into Liscio from UltraTax CS, Lacerte, ProSeries, Drake, CCH Axcess or ProSystem fx. Keep files in SharePoint, OneDrive or Google Drive, or in Liscio. Liscio handles what moves between your firm and your clients: documents, organizers, requests, messages, signatures and return delivery.
Print from
Store in
From firms on Liscio
Trusted by accounting and bookkeeping firms.
No more physical documents. No more client notes on post-its. No more lost client emails. Clear, clean, organized.
Deanna JohnsonClient Communication & Outreach, Allman JohnsonLiscio has been a life saver. So easy to exchange client info with the utmost confidence.
Angel PrzybylowiczAP Keeping, LLCLiscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients.
Shannon SheridanEclipse Accounting and TaxI love Liscio! It has completely changed my firm, onboarding, and how I interact with my team!
Katey MadduxKatey Maddux EnterprisesPricing
Fair prices, on purpose.
Other tools charge $65 per user per month, with a two-user minimum. Liscio's File Intelligence plan is $19 per user per month, with no minimum.
Other tools charge $12.50 per return, and only if you also pay for their $65 plan. Liscio charges $5 or less when you buy early.
File Intelligence plan
$19 /user/month
Liscio reads, renames and files your documents.
- Billed annually
- No seat minimum
- Every document included
Liscio Platform
$49 /user/month
Everything in File Intelligence, plus client checklists, secure messages, client timelines and e-signatures.
Tax season
Buy ahead, pay less
Prepurchase by Dec 15
$5 each
Smart Tax Organizer
As low as $4 at volume · $7 each pay-as-you-go
$5 each
Tax delivery
Return delivery to your client
Why we built Liscio
Founded by a CPA. Priced like one.
I'm a CPA. I trained at Arthur Andersen and later ran finance at a public company. Accountants count every dollar, and they should. A lot of software today sells AI that guesses and charges by the credit. We took a different path. We built a math engine that reads accounting documents the same way every time, and we price it fairly so it pays for itself.
- Prices should be fair.
- Software should pay for itself.
- Math, not guesswork.
- Every firm deserves great tools, from the solo practice to the top 100.
Chris Farrell, CPA
CEO and co-founder
FAQ
Quick answers
Is Liscio AI?
Liscio files with a math engine built for tax and accounting documents, not a general AI that guesses.
Why is it so affordable?
We think firm software should be priced fairly. Our engine reads documents with math instead of burning AI tokens on guesses, and we pass that on. No credits, no per-page fees.
What if it isn't sure?
It keeps the original name and flags the file for review. It doesn't guess.
Do I have to leave my storage?
No. Liscio names and files into SharePoint, OneDrive or Google Drive, or you can use Liscio folders.
Is Liscio a document management system?
Yes. Liscio is next-generation document management. It stores, organizes and shares your files like any document management system. The difference is File Intelligence: documents arrive already named, filed and searchable.
Do I still print organizers?
No. Upload last year's return, or pick one already in Liscio.
Is it secure?
Liscio is SOC 2 compliant and built to support FTC Safeguards Rule and IRS Publication 4557 obligations.