Every year, your team opens files, reads them, renames them, and figures out where they go. One at a time. For every client.
30-minute walkthrough. No sales pressure. Cancel anytime.
SOC 2 Type II certified · Bank-level encryption · Built exclusively for accounting firms
One file lands. Liscio knows the client, the document, the next step — and every workflow connected to it.
Liscio gives your firm one place to communicate with clients, gather documents, deliver completed work, and track every interaction — from the first file to the finished return.
Secure message, text, or email. Liscio captures the conversation wherever it happens. The Digital Assistant drafts your reply. You approve and send.
Explore Communication →equests, organizers, and tasks go out in minutes. Clients complete on any device. Liscio follows up until they do. You see exactly what arrived and what is still missing.
Explore Gathering →Send tax returns and engagement letters as guided walkthroughs. Clients review, sign, and pay without leaving the page. You see the moment it is complete.
Explore Delivery →Every file, message, request, and signature on one Timeline. Reminders fire on schedule. Anyone on the team opens a client and knows exactly where things stand.
Explore Tracking→One starting point. Pick yours — Liscio fits the way you actually work.
From organizer to e-file. Liscio holds the line through tax season, so 8879s go out and returns come back without the war room.
See how it works →Advisory, tax, attest — one workspace, one source of truth. Every file Liscio touches keeps its client, year, and engagement.
See how it works →Monthly statements, receipts, reconciliations. Liscio names them, ties them to the client, and surfaces the next book to close.
See how it works →One person, hundreds of clients. Liscio is the team you don’t have — so the work writes itself while you’re with a client.
See how it works →No separate login. No new app to download. Clients message, sign, and upload from the same place they've always used.
Desktop, tablet, or phone — clients access their files and messages wherever they are.
Custom colors and logo so the client experience feels like your platform, not a third-party tool.
Clients search their own files without calling or emailing the firm. Their history, always available.
“We used to spend the first week of tax season just sorting and renaming documents. That’s gone now.”
“I dropped a W-2 and it knew exactly what it was, who it belonged to, and where it went.”
File Intelligence is a new category of software that reads every file the moment it arrives, identifies what it is, and suggests the right standardized name matched to the correct client — before anyone on your team opens it. Liscio built this category specifically for accounting firms, so the work before the work is handled before the day begins.
Portals store files. Liscio acts on them. When a W-2 or 1099 arrives, Liscio reads it, identifies it, and delivers a suggested name matched to the right client — so your team spends seconds confirming, not minutes figuring it out. The difference is cognitive work, not file storage.
Most firms are fully onboarded in a single day. Liscio connects to your existing practice management tools and starts processing files immediately. Your 30-minute demo includes a live walkthrough of your first file flowing through the system.
Stop renaming it. Stop chasing it. Stop wondering where it went.