Start where you are. Grow into the rest.
Three ways to run your firm on Liscio, from leaving your old document system behind to fully automating tax season. Pick a package, or build your own.
Intelligent Files
File Intelligence that reads every file the moment it arrives. Move your whole system in, folders and all, and stop filing by hand.
Billed annually per user
- File Intelligence: documents read, classified, and named on the way in
- Your full folder structure, moved in and kept intact
- Connects with SharePoint, OneDrive, and Google Drive
- Secure file exchange and storage
- File history per client
- Web and mobile apps
Files included
- Unlimited files, subject to fair use
Built for everyday firm volume. Very high usage on a single seat may fall under fair-use terms, which we'll always discuss with you first.
Book a tailored demo and we will show File Intelligence on the documents your firm handles most.
Liscio Platform
The core platform firms run on. Everything in Intelligent Files, plus the full client-workflow layer.
Billed annually per user
- Everything in Intelligent Files, plus
- Email integration (Outlook and Gmail)
- Client tasks, requests, and due dates
- Organizers and document collection
- eSignature
- Custom branding
- Onboarding included
Tax Team
Tax season, fully bundled. Automated gathering, packaging, and delivery, with generous limits included for every seat.
Billed annually per user
- Everything in Liscio Platform, plus
- Tax-specific integrations
- Advanced automation across the season
- Priority support
Included each year, per user
- 100 personalized tax gatherings
- 100 packaged tax deliveries
- 100 eSignatures
Need more than your included limits? You're covered at the a la carte rates below. No overage surprises.
Larger firm with high volume? Talk to us about Tax Enterprise for higher included limits, full automation, and a dedicated account manager.
Pricing shown is annual, per user. Monthly plans available, contact us.
Only pay for what you use
Prefer not to commit to a package, or need more than your included limits? Same simple per-item rates either way. No bundle required, no overage penalty.
Organizer
$5 each
A complete client tax organizer, sent and tracked.
Tax return delivery
$5 each
Package and deliver a completed return for review, signature, and payment.
eSignature
Available add-on
Legally binding eSignature, billed as used.
Add a professional firm website
$29 / moAdd to any plan.
Fair use
All plans include generous usage for normal firm operations. Very high document volume or user counts may fall under fair-use terms, which we'll always discuss with you directly before anything changes.
Pricing questions
How does billing work?
Pricing shown is annual, per user. Monthly plans are available, just contact us.
Can I try File Intelligence before choosing a plan?
Book a tailored demo and we will show File Intelligence on the documents your firm handles most, then help you choose the right plan.
What does "unlimited files, subject to fair use" mean?
Every plan includes generous usage for normal firm operations. Very high document volume on a single seat may fall under fair-use terms, which we'll always discuss with you directly before anything changes.
What happens if I go over my included tax limits?
You're covered at the a la carte rates on this page, at the same per-item price either way. No bundle required, no overage penalty.
Can I add a firm website?
Yes. A polished, hosted firm website is $29 per month and can be added to any plan.
Do you have plans for larger firms?
Yes. Talk to us about Tax Enterprise for higher included limits, full automation, and a dedicated account manager.
Ready to get started?
Book a free 1:1 tailored consultation and demo, and we'll help you pick the right package.