Inbox zero for accounting firms.
The average firm spends close to a full workday every week on client communication. Messages arrive from every direction, replies get buried, and nobody knows what was said last or who said it. The work is not hard. It just never stops. Liscio fixes the channel.
TIMELINE
Every message lives on the client Timeline. Nothing gets lost.
Every secure message appears in context alongside files, tasks, and requests. Any team member opens the account and sees the full picture — no briefing, no archaeology, no dropped handoffs. The whole firm is always on the same page.
Learn about TimelineMOBILE
Your firm stays connected. Wherever the work happens.
Send and receive secure messages from anywhere. The same secure channel, on any device. No switching apps, no logging into a desktop. When a client sends a message at 8pm, your team can respond in seconds.
WHAT FIRMS SAY
"Liscio is AWESOME! All client communication and documentation in one place. I feel so much more organized with all I need at my finger-tips!"
Donna McCoy
Dreamcatcher Bookkeeping
"SECURITY! We protect clients' data by using Liscio. No more receiving docs via email!"
Hal Rosen
Hainey and Co.
COMMON QUESTIONS