Meet Your New
Client Dashboard

Imagine having a unified view of your entire client journey, from emails and text messages to tasks, documents, and eSignatures, all conveniently accessible within Liscio.

Explore Timeline
Image of Liscio's Timeline on an iPad
An image of eSignature

See the Features

All the client collaboration tools in a single place.

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Solutions for Every Practice Area

Discover tailored solutions that empower tax, Client Accounting Services (CAS), and audit firms. Liscio caters to the unique needs of each practice area. Experience enhanced productivity, client satisfaction, and operational excellence with Liscio's versatile platform designed to elevate your practice, no matter your specialization.


Liscio provides efficient client communication, document exchange, and task management for tax firms.

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CAS / Bookkeeping

Streamlined collaboration and automated task reminders for client accounting services.

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Centralized client communication, file storage, and process tracking for enhanced efficiency.

Coming Soon!


Everything Your Client Needs to Self-Serve

Create 5-star client experiences. Give them something worth talking about. Earn your stars by creating stellar experiences every time.

Explore Client Tools
Document Scanner
Face ID Login
Mobile App
Secure Messaging

Ready to get started?

Book a free 1:1 tailored consultation and demo.