Introducing Voice-to-AI for Accounting Firms and Their Clients

Clients can now send secure messages by voice or text, with AI drafting the response instantly.

At Liscio, we’re on a mission to bring practical, secure AI to accountants. Last week we launched AI-powered drafting for firms. Today, we’re putting that same power in your clients’ hands with Voice-to-AI—a breakthrough designed to speed up communication, reduce friction, and keep client data private.

Why Voice-to-AI Changes the Game for Accounting Firms

Most clients now work from their phones or tablets. Typing on those devices is slow and error-prone, which delays responses to your firm. With Voice-to-AI, your clients can simply speak their response and Liscio drafts the reply instantly. No subject line. No waiting. Faster turnaround for you.

This isn’t a replacement for typed AI or the regular interface. It’s an additional option—giving your clients the flexibility to respond however they’re most comfortable.

Built for Accountants, Not Generic AI

Unlike generic tools such as ChatGPT or consumer speech-to-text apps, Liscio’s Secure, Private AI is purpose-built for accounting workflows. It learns from the context of the client–firm conversation inside your secure Liscio environment. Client data never leaves your control or gets shared with third-party AI providers.

This means accountants can finally take advantage of cutting-edge AI without compromising on security or compliance.

Key Benefits You’ll See Immediately

• Faster client responses lead to quicker document turnaround
  
  
• Less time chasing clients for information
  
  
• Frictionless experience for clients on mobile devices
  
  
• Consistent tone and professionalism with AI-drafted messages
  
  

How It Works

Clients will now see a microphone icon in their message area. They can tap it, speak their response, and Liscio instantly drafts a polished reply—including the subject line. They can still type as before or use typed-AI prompts. Everything stays private and secure.

What’s Next: AI File Intelligence

Voice-to-AI is just phase two of our AI strategy. Coming soon:

• Automatic document renaming
  
  
• Predictive folder placement
  
  
• Smart document matching
  
  

We’re upgrading your top features one by one with AI and a new, simplified UI. Each release is designed to save you time, streamline your workflow, and improve the client experience. Voice-to-AI is just one step in our larger AI roadmap. For a deeper look at how client portals are evolving, explore The Definitive Guide to Client Portals for Accountants.

Get Started Today

If you’re already a Liscio firm, Voice-to-AI is available to your clients now—no extra setup or cost. If you’re exploring Liscio for your firm, now’s the perfect time to see how our secure, purpose-built AI can transform your workflow—schedule a demo today.