Email is the world's worst to-do list. Keep clients organized with a clear, deadline-driven to-do list.
Accountants spend up to 40% of their time chasing clients for documents. Automate the process with Liscio.
HOW IT WORKS
Clients can see and complete their tasks on any device.
Client tasks types include engagement letters, electronic signatures, and general requests.
Set the due date and Liscio automatically reminds clients of upcoming and overdue tasks.
Set it and forget it with Liscio recurring tasks. Just create the tasks and set the schedule.