"
No more physical documents. No more client notes on post-its. No more lost client emails. Clear, clean, organized.
Deanna Johnson
Client Communication & Outreach · Allman Johnson
SMART CLIENT REQUESTS
Build the request. Save the template. Repeat.
Build any client request your firm runs — then send it, reuse it, and let clients complete it section by section. No chasing, no tech skills needed.
Accounting firms spend up to 40% of their time chasing clients.
60%
Less time spent chasing clients
8 hours
Avg. saved per person, per week
8X
Faster avg. text message response time
SMART QUESTIONS
Questions that adapt to each client
Smart Client Tasks show or hide questions and file requests based on a client's answers — so they only see what's relevant, and you collect everything you need the first time.
CUSTOM QUESTIONS
Build any request, no tech skills needed
Create professional client requests with your own questions, sections, and conditional logic. Set question types, add follow-ups, and tailor each request to how your firm actually works.
SAVE TEMPLATES
Turn your best requests into reusable templates
Save any request as a template so your whole firm can send it in seconds — with consistency across every client and every month.
WHAT FIRMS SAY
"
Liscio has been a life saver. So easy to exchange client info with the utmost confidence.
Angel Przybylowicz
AP Keeping, LLC
"
Liscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients.
Shannon Sheridan
Eclipse Accounting and Tax
"
I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team!
Katey Maddux
Katey Maddux Enterprises
COMMON QUESTIONS
Everything you need to know about Smart Client Requests
Liscio is a File Intelligence platform that gives accounting firms one secure place to gather, organize, and track every client document and request.
Do my clients need a login to complete a request?
No. Clients get a secure link to their request and complete it section by section — no app download or password to set up.
Can I build my own questions and sections?
Yes. Add your own questions, group them into sections, and set the response type for each one — short answer, yes/no, file upload, and more.
What are conditional questions?
Conditional questions show or hide follow-up questions and file requests based on how a client answers, so each client only sees what applies to them.
Can I reuse a request for every client?
Yes. Save any request as a template, then send it to any client in seconds — with the same questions and structure every time.
Does it work on mobile?
Yes. Clients can complete a request from their phone, tablet, or desktop, and can pick up right where they left off.
Is my clients' data secure?
Yes. Liscio is SOC 2 certified and files are encrypted in transit and at rest.
Stop chasing. Start collecting.
Build a request your clients actually finish — and know exactly what's pending.