Liscio Pricing

Everything you need, nothing you don’t. Choose the right plan and see how Liscio makes client communication effortless.

Get a Demo
Smart Tax Automations not available with Essential
*Additional users: $83 per month (billed monthly)
Get a Demo
*Additional users: $83 per month (billed monthly)
Get a Demo
Smart Tax Automations not available with Essential
*Additional users: $69/month (billed annually)
Get a Demo
*Additional users: $69/month (billed annually)

Compare Plans

Features
Secure Messaging
Secure File Sharing
Unlimited Storage
Mobile Apps
Task Management
‍‍with Automated Reminders
Email Integration
Connect with Gmail or Outlook
Custom Forms & Requests
Create your own or start with a template
Progress Tracking & Reminders
Unified Client Timeline
Multi-Factor Authentication
Firm Users
Active Accounts
Unlimited Contacts
Smart Tax Automation
Includes Smart Tax Organizer & Smart Tax Delivery
e-Signatures
Includes with and without KBA
Custom Branding
Personalize your client portal with your logo & colors
Priority Support
Receive expedited assistance from our support team.
Dedicated Account Manager
Access dedicated support from an account manager
White Glove Onboarding
Hands-on assistance during the setup process
Early Access to Features
Be the first to experience new tools and capabilities
Essential
Secure Messaging
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Secure File Sharing
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Unlimited Storage
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Mobile Apps
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Task Management
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E‍
Connect with Gmail or Outlook
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C
Create your own or start with a template
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Progress Tracking & Reminders
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Unified Client Timeline
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Multi-Factor Authentication
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Firm Users
1 Included
Active Accounts
25 Active Accounts
Per User Included
Unlimited Contacts
Smart Tax Automation
Includes Smart Tax Organizer & Smart Tax Delivery
Not Included
e-Signatures
Includes with and without KBA
50 Included
Custom Branding
Personalize your client portal with your logo & colors
P
Receive expedited assistance from our support team
Dedicated Account Manager
Access dedicated support from an account manager
White Glove Onboarding
Hands-on assistance during the setup process
Early Access to Features
Be the first to experience new tools and capabilities
Premium
Secure Messaging
Check mark icon
Secure File Sharing
Check mark icon
Unlimited Storage
Check mark icon
Mobile Apps
Check mark icon
Task Management
with Automated Reminders
Check mark icon
Email Integration
Connect with Gmail or Outlook
Check mark icon
Custom Forms & Requests
Create your own or start with a template
Check mark icon
P
Check mark icon
Unified Client Timeline
Check mark icon
Multi-Factor Authentication
Check mark icon
Firm Users
5 Included
Active Accounts
Unlimited
Unlimited Contacts
Check mark icon
Smart Tax Automation
Includes Smart Tax Organizer & Smart Tax Delivery
500 Smart Tax
Automations Included
e-Signatures
Includes with and without KBA
1000 Included
C
Personalize your client portal with your logo & colors
Check mark icon
Priority Support
Receive expedited assistance from our support team
Check mark icon
D
Access dedicated support from an account manager
Check mark icon
White Glove Onboarding
Hands-on assistance during the setup process
Check mark icon
Early Access to Features
Be the first to experience new tools and capabilities
Check mark icon

Ready to get started?

Book a free 1:1 tailored consultation and demo.