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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.
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.
Easily deliver tax returns, allowing clients to review, sign, and pay with guided walkthroughs.
Replace paper organizers with a simple, digital solution that’s accessible on any device and saves progress automatically.
Showcase your firm’s logo and colors for a professional, personalized experience.
Communication between your team and clients stays safe and organized.
Client convenience and rapid responses kept inside Liscio for easier firm-side management and visibility.
Connect your Gmail or Outlook account and view your client emails alongside everything else.
Keep your clients organized and on-time with tasks, due dates, and the tools they need to move quickly.
From engagement letters to tax returns, getting a signature has never been easier.
Request and receive large files up to 2GB each. Utilize file tagging to keep documents organized.
CLIENT TOOLS
Create 5-star client experiences. Give them something worth talking about. Earn your stars by creating stellar experiences every time.
Explore Client Tools
