Stop Chasing Clients for Information

Keep your clients organized and on-time with tasks, due dates, and the tools they need to move quickly.
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Keep your clients organized

Email is the world's worst to-do list. Keep clients organized with a clear, deadline-driven to-do list.

"Loving Liscio for client communication and file storage. Has made my life easy!"

Get up to 40% of your time back

Accountants spend up to 40% of their time chasing clients for documents. Automate the process with Liscio.


Mobile & Web To-Do List

Clients can see and complete their tasks on any device.

Multiple Task Types

Client tasks types include engagement letters, electronic signatures, and general requests.

Automatic Reminders

Set the due date and Liscio automatically reminds clients of upcoming and overdue tasks.

Recurring Tasks

Set it and forget it with Liscio recurring tasks. Just create the tasks and set the schedule.

Ready to get started?

Book a free 1:1 tailored consultation and demo.