Modernize Your Firm: Why Liscio and SmartVault Outperform Thomson Reuters’ Legacy Systems
How to start saving money
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Why it is important to start saving
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How much money should I save?
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What percentege of my income should go to savings?
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Accounting firms have traditionally depended on Thomson Reuters' legacy platforms—NetClient CS and FileCabinet CS—for managing client interactions and document storage. Today, these solutions struggle to keep pace, hindered by slow performance, outdated interfaces, and integration issues. Modern, client-focused tools like Liscio’s client portal paired with SmartVault’s document management system provide a robust, streamlined alternative.
The Challenges with Thomson Reuters' Legacy Systems
Many accounting firms continue facing significant challenges with NetClient CS and FileCabinet CS:
- Slow Performance: Frequent system lag, crashes, and delays, particularly during busy tax periods.
- Outdated User Experience: Interfaces that frustrate users and decrease productivity.
- Integration Barriers: Difficulty connecting with newer technology, complicating workflows and increasing admin time.
Liscio’s Modern Client Portal
Liscio delivers a contemporary, secure, and intuitive client portal designed explicitly for accounting firms:
- Personalized Digital Tax Organizers: Automate data collection, dramatically reducing manual data entry and follow-up.
- Secure Messaging: Instant, secure communication that significantly cuts down email clutter.
- Mobile-Friendly Interface: Convenient access for clients and staff, enhancing responsiveness and satisfaction.
See how it works in action—watch this quick video.
SmartVault’s Secure Document Management
SmartVault complements Liscio perfectly, offering secure cloud-based document management:
- Reliable Cloud Storage: Secure, scalable, and easily accessible documents from anywhere, any time.
- Seamless Integration: Smoothly connects with Liscio and your existing accounting and tax software, streamlining document workflows.
- High Performance: Consistent uptime and rapid document access even during peak workload seasons.
Superior Efficiency and Enhanced Client Experiences
Together, Liscio and SmartVault enable your firm to:
- Boost Efficiency: Reduce administrative tasks by over 60%, freeing your team to focus on valuable client interactions.
- Increase Client Satisfaction: Deliver a frictionless, intuitive experience, simplifying client interactions and document handling.
- Scale with Ease: Adapt and grow your business effortlessly without expensive system upgrades or migrations.
Conclusion
Upgrading from Thomson Reuters' legacy platforms to Liscio and SmartVault empowers your firm to achieve greater productivity, improved client relationships, and sustainable growth. Take the step forward and transform your practice today.
Learn more about how SmartVault integrates with Liscio.
