Drop a file. Watch it read itself and name itself correctly using your firm's convention. Built for accounting documents. Deterministic, not a guess.
See how it worksSEE IT WORK — NO LOGIN
Pick a sample document to watch File Intelligence read it
Reads the document, pulls the key fields, and suggests a clean filename — live.
File Intelligence does not guess at your documents. It is built specifically for the files accounting firms handle, so the result is the same predictable outcome on every upload.
Not a generic AI wrapper. File Intelligence is tuned to the documents accounting firms actually handle, so a W-2 reads like a W-2 and a K-1 reads like a K-1.
The same document produces the same result. Math, not a guess. What you see in the demo is what you get on every upload.
When a document falls outside what it recognizes, it says so and flags it for review. It does not invent an answer to fill the gap.
From federal and state returns to IRS notices, bookkeeping, and financials. When something falls outside what it recognizes, it flags it for review.
Federal and state returns, including 41 states plus DC, business returns, and extensions.
W-2, the full 1099 family, 1098s, 1095s, 8879 e-file authorizations, K-1s, and more.
30+ CP and LTR notice types, recognized and labeled the moment they arrive.
Bank and credit card statements, invoices, receipts, ledgers, deposits, and checks.
Balance sheets, income and cash flow statements, investment and loan statements, payroll reports and pay stubs.
Engagement letters, agreements, powers of attorney, deeds, insurance policies, and more.
A file arrives from your client or your firm.
File Intelligence reads the document on the way in.
It identifies the document and names it to your firm's convention.
It matches the file to the right item on your tax organizer or request list.
Anything unmatched is flagged for your team to review.
The intelligence travels with the file. It does not get re-described at every step.
Where documents live, organized by Contact and Account.
ExploreHow documents move between your firm and clients, securely.
ExploreDocuments matched to organizer questions during tax season.
ExploreEvery file, message, and action on one Timeline.
ExploreSwitching from a legacy file tool? See how firms move to Liscio.
No. Liscio is File Intelligence: the intelligent file layer that sits on top of your firm's existing storage. Legacy document management stores files and waits for someone to name and organize them. File Intelligence reads each document on the way in, classifies it, and names it to your firm's convention, so files arrive already knowing what they are.
No. File Intelligence is platform agnostic. Your files stay in your own storage, whether that is SharePoint, Google Drive, or OneDrive. Liscio is the intelligent layer that reads documents as they move through your firm.
It covers the documents accountants handle most: 191+ document types across tax returns, tax forms, IRS notices, bookkeeping, financials, payroll, and legal correspondence. When a document falls outside what it recognizes, it flags it for review rather than guessing.
File Intelligence is deterministic. It is built specifically for accounting documents rather than a generic model adapted to them, so the same document produces the same result every time, and it flags what it does not recognize instead of fabricating an answer.
See what happens when every file arrives already knowing what it is.