See how Liscio makes that possible — from the moment a file arrives to the moment the work is done.
Every client sends files named whatever their phone or scanner produced. Before anyone can do real work, someone has to figure out what each one is. File Intelligence handles that the moment it lands.
Every file, message, request, and signature in one chronological view — per client. Not a log. A complete picture that tells you exactly what needs to happen next.
That’s not an efficiency gain. That’s a different kind of morning.
Completed work, delivered and signed.
Any client, in the channel they actually respond to.
Send and receive messages directly in Liscio — no email required. Every message stays connected to the client record it belongs to, visible to the whole team.
Clients respond to texts 8X faster than email. Send from inside Liscio — texts arrive from a dedicated firm number, replies come back alongside messages, requests, and documents. No personal phone numbers, no missed context.
Connect Gmail or Outlook and client emails surface alongside secure messages and texts — one chronological view. Convert any email to a task in one click.
Digital Assistant reads the client thread and proposes the reply — no prompting required. You approve and send. Tone, context and history are already accounted for.
What you need, without the chase.
Build a request with exactly what you need — sections, conditional logic, file uploads, yes/no, open text. Clients see a clear checklist and complete on any device. You see what came in, what’s still missing, and when the next reminder goes out. Reminders go out automatically — 7 days before due, 1 day before, 1 day past due, and weekly after that. Liscio sends, logs, and stops once the request is satisfied.
A task lands in the client’s inbox, not in their personal email. You see status update in real time on the client record.
Upload the organizer you already use. Liscio maps each question into a guided flow, pre-fills what it already knows about the client, and sends it directly — no printing, no mailing, no manual entry. Organizer reminders follow the same automatic cadence as requests. Firms using Smart Tax Organizers see 60% organizer return rates.
Tax returns clients actually complete.
The client opens Tax Center, reviews their return in-browser, and signs with KBA — identity verification built in, no DocuSign required. You can include a payment link. The delivery logs everything: opened, signed, paid, date-stamped.
eSign — built on Adobe Sign — handles engagement letters, consent forms, W-9s, and anything else that needs a client signature. Send from Liscio. Sign from any device. Everything stays in the client's thread.
Every client’s full story, without asking anyone.
Timeline shows the complete history of every client interaction in chronological order. No searching across inboxes, no checking multiple tools. Everything that happened with that client — visible in one scroll.
Automated reminders go out 7 days before the due date, 1 day before, 1 day past due, and weekly after that. They stop automatically once the client completes the request. Firms using Liscio report 60% less time chasing clients.
Every firm runs differently. See how Liscio fits the way yours works with clients.
Tax season means files arriving with names no one wrote on purpose. Your team figures out what each one is before the real work can start.
See how it works →Files, messages and signatures are scattered across email, text and three different tools. Liscio brings them under one record.
See how it works →Bank statements, receipts, invoices — every month from the same clients. Liscio asks, tracks and reminds without you starting it.
See how it works →You’re the accountant, the admin and the follow-up department. Liscio holds the status so you don’t have to.
See how it works →This is what changes when the file stops being work.
Liscio connects to SharePoint, OneDrive, Gmail and Outlook — so the intelligence layer works with the tools your firm already has.
“We used to spend the first hour of every morning figuring out what came in overnight. Now we know before we sit down.”
“Any person on our team can look at a client’s timeline and know exactly where things stand. We stopped asking each other.”
Bring your own documents. See exactly what changes — in your firm, with your clients, starting Tuesday morning.