Liscio reads every document your clients send, names it correctly, and files it — automatically. No more guessing. No more grunt work.
Every firm deals with the same filing chaos. It costs hours, creates errors, and demoralizes your staff.
"scan0047.pdf" and "IMG_3921.jpg" land in your inbox every day. Someone has to figure out what they are.
Staff spend hours each week manually renaming, sorting, and filing documents — time that should go toward client work.
Inconsistent naming means files are hard to find, audits are stressful, and nothing looks professional.
Liscio handles the entire file lifecycle from the moment a client uploads something.
Through Liscio's secure client portal. Any format — PDF, photo, scan.
Liscio identifies the document type, extracts key details, and applies your naming convention instantly.
Documents land exactly where they belong — in the right client folder, with the right name, every time.
Define your firm's naming pattern once. Liscio applies it to every document, every time — no exceptions, no drift.
From W-2s to bank statements to engagement letters — Liscio knows them all.
Files go exactly where you already keep them. No migration, no new system to learn.
No surprises. One flat rate per user per month — included in your Liscio plan.
See what your client inbox looks like before Liscio — and after.
Liscio cut our file management time in half. Our team used to spend Monday mornings just renaming what clients sent over the weekend. Now it’s done before anyone gets to their desk.
Join 600+ accounting firms that let Liscio handle the filing so their teams can focus on clients.