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The Single Portal for Accountants
Everything you and your clients need to work together.
Everything you and your clients need to work together.
Tired of looking for client information? Get the whole picture with Liscio. See emails, text messages, files, signatures, and client requests on a single screen.
Explore Timeline
From texting to mobile apps, Liscio keeps you front and center with your clients.
Sync client emails from Gmail and Outlook, Text without personal phones, and securely message from the same platform. Non-client emails stay private. Business emails and texts stay inside the business.
Your clients have smartphones. Give your clients everything they need to work with you in a secure, quiet place.
Meet the new IRS and FTC security standards for securing client communication and document exchange.
Accountants spend as much as 40% of their time chasing clients for information. It's time to get your time back.
Get more from the tools you love
Give your clients something worth talking about. Earn your stars by creating stellar experiences every time.
Clients don't want to juggle passwords. Make life easy for them with Face ID, Microsoft, and Google login options.
Clients have everything they need to work with you from wherever they are.
Request and receive large files up to 2GB each.
From engagement letters to tax returns, getting a signature has never been easier.
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Clients scan docs right from their phones. Images are automatically cropped and converted to PDF.
See what other firms have to say about the new way they can work using the powerful tools built into Liscio.
Meet our Customers
"Liscio Saved My Life! (Before Liscio) I had sleepless nights, I was overwhelmed. Did I do this or that? I felt disorganized. Am I secure? In comes Liscio "Dave, we got you!" SOLUTION! Liscio helps my firm look good, be organized, simplifies my communication and ensures I never miss communication with my clients."
"No more physical documents, No more client notes on post its, No more lost client emails. YES - Clear, clean organized client communication and document sharing with clients!"
"Liscio helps me and the team keep our heads on straight during TAX SEASON! Without Liscio a growing business cannot grow fast. Liscio is a LIFE SAVER and a DEAL MAKER!! Thank you Liscio!"
