Inbox zero for accounting firms.

Liscio drafts client replies in your voice, with full thread context, on a secure channel built for accounting compliance. You review and send.

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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 and drafts the replies.

WRITING ASSISTANT

A reply that's already written. Just review and send.

Liscio reads the full thread and drafts a response in your voice. No prompting, no setup, no learning curve. The more you use it the closer it gets to how you write. Your staff spends their time on client work — not composing messages from scratch.

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.

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MOBILE

Your firm stays connected. Wherever the work happens.

Send and receive secure messages from anywhere. The same writing assistant, 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 — compliantly.

Built for accounting compliance from day one.

Every message meets the security standards your firm is required to follow.

IRS Pub 4557
IRS Pub 5293
FTC Safeguards Rule
State Privacy Laws
Gramm-Leach-Bliley Act

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!"

DM

Donna McCoy

Dreamcatcher Bookkeeping

"SECURITY! We protect clients' data by using Liscio. No more receiving docs via email!"

HR

Hal Rosen

Hainey and Co.

COMMON QUESTIONS

Everything you need to know about Secure Messages.

What is Liscio Secure Messages?
A purpose-built communication channel for accounting firms and their clients — secure, compliant, and connected to every file, task, and request on the client Timeline.
How does the Message Assistant work?
When you open a message thread, Liscio reads the conversation and drafts a reply in your voice. You review, edit if needed, and send. It learns from your edits over time.
Does the Message Assistant use my client data to train models?
No. Your conversations never leave Liscio's secure environment and are not used to train external models.
How is Secure Messages different from the email integration?
The email integration connects your Gmail or Outlook inbox to the Timeline so external emails are visible in Liscio. Secure Messages is an in-network channel — messages sent through it never leave Liscio's secure environment, making it compliant with IRS Publication 4557 and FTC Safeguards requirements.
Does my client need to download an app?
Clients can access Secure Messages through the Liscio mobile app or web portal. Most clients are sending messages within minutes.
What compliance standards does Secure Messages meet?
Secure Messages meets IRS Publication 4557 security requirements, FTC Safeguards Rule standards, and state privacy laws. It is purpose-built for accounting firm compliance requirements.

Start sending smarter messages today.

Reply faster. Stay compliant. Keep the whole firm in the loop.

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