Next-generation document management for your tax representation practice
RepWorks runs your cases. Liscio handles the document administration.
"With just one move in Liscio, you can maximize your entire tax representation workflow. Not to mention, Liscio can help you completely lock down your client data security."
Eric Green, Founder, Tax Rep Network
Eric built Tax Rep Network to help practitioners scale IRS representation into a million-dollar practice. He uses Liscio as the document backbone of that system.
IRS representation runs on documents.
Bank statements, pay stubs, IRS notices, POAs, financial disclosures, prior-year returns. Your clients send them as blurry photos, misnamed PDFs, and email attachments. Your team renames them, re-sorts them, chases the missing ones, and does it again next case. That's not case work. That's file admin.
Liscio recognizes documents on receipt.
Every file your client uploads is read, identified, and renamed to your firm's convention. Liscio recognizes 274+ accounting document types, including 30+ IRS CP and LTR notice types. A CP2000 arrives looking like a CP2000. A 433-A arrives looking like a 433-A. No manual sorting. No guessing.
Stop chasing clients for documents.
Build a document request list for each case. Your client sees exactly what you need, uploads from any device, and tracks their own progress. Liscio follows up automatically until everything is in. Every file is encrypted in transit and at rest. SOC 2 certified and built to support FTC Safeguards Rule compliance.
Every message, file, and signature in one place.
Messages, documents, e-signatures, organizers, and tasks live on a single client timeline. No digging through email threads. No searching shared drives. One place for everything your team needs to move a case forward.
RepWorks and Liscio, working as one system
RepWorks runs the case
Structure, deadlines, and workflows that move representation forward.
Liscio runs the documents
Intelligence, security, and organization for every file inside it.
Use RepWorks to manage the case. Use Liscio to manage every document inside it.
"Liscio is the key to building your million dollar tax rep practice."