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Meet Your New
Client Dashboard
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.
Connect your Gmail or Outlook account and view your client emails alongside everything else.
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.
Request and receive large files up to 2GB each. Utilize file tagging to keep documents organized.
From engagement letters to tax returns, getting a signature has never been easier.
Keep your clients organized and on-time with tasks, due dates, and the tools they need to move quickly.
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.
Get a DemoStreamlined collaboration and automated task reminders for client accounting services.
Get a DemoCentralized client communication, file storage, and process tracking for enhanced efficiency.
CLIENT TOOLS
Create 5-star client experiences. Give them something worth talking about. Earn your stars by creating stellar experiences every time.
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