Solutions

Every firm runs differently. Every one of them runs on files.

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Tax Firms

Tax preparers, CPAs doing tax work, Enrolled Agents

Busy season without the overtime.

Every busy season starts the same way. W-2s, 1099s, organizers, and 8879s arrive from clients named whatever their phone or scanner produced. Liscio handles that moment so the season runs instead of piling up. File Intelligence reads each one and suggests the correct name — matched to the right client — before your team starts.

  • Files arrive identified and matched to the right client, with a suggested name ready to confirm
  • Missing documents trigger reminders automatically
  • Organizers go out digital, returns come back signed
Product screenshot: Smart Tax Delivery — organizer sent, documents received, return delivered and signed
Product screenshot: Liscio Timeline — messages, file uploads, tasks and signatures in one chronological view
CPA Firms

CPA firms managing year-round client engagements

Year-round work.
One place it all lives.

Year-round client work means files, messages, requests and signatures accumulating across every tool you have. With Liscio every interaction lives in one place, visible to everyone on the team. File Intelligence keeps every file connected to the right client and engagement.

  • Every client interaction in one chronological timeline
  • Files arrive matched to the right client automatically
  • Any team member up to speed without asking anyone
Bookkeeping Firms

Bookkeeping practices with recurring monthly workflows

The monthly cycle, running without you chasing it.

Every month the same clients need the same documents collected. With Liscio the cycle runs itself, so you can focus on the work, not the logistics. File Intelligence reads and names each statement the moment it arrives.

  • Recurring requests go out on schedule without rebuilding them
  • Automated reminders fire when clients are late
  • Incoming files are matched to their request items — your team confirms and closes.
Product screenshot: Smart Request tracker — 4 items complete, 1 outstanding, automated reminder timestamp visible
Product screenshot: Liscio client list — multiple clients with status visible at a glance, organized and clear
Solo Practitioners

One-person tax, CPA or bookkeeping practices

One person. A system that never sleeps.

Files arrive with their names suggested and their clients identified — before you open the first one. Reminders go out while you are with a client. Liscio works alongside you, even when you are not working. File Intelligence is the team member you don't have to hire.

  • Files named and matched to the right client before your first meeting
  • Client status in the system, not your head
  • Follow-ups go out automatically while you focus on the work

What every firm gets, regardless of how they work.

60%

less time chasing clients

1

Place to see everything about any client

Auto

Follow-ups sent without staff writing them

8

hours per week— average time saved per person

Proof

What firm owners actually say.

Tax Firms

“We used to spend the first hour every morning figuring out what came in overnight.”

Name
Role · Firm name
CPA Firms

“Anyone on the team can look at a client and know exactly where things stand. We stopped asking each other.”

Name
Role · Firm name
Bookkeeping Firms

“The follow-up used to be my whole morning. Now it happens before I open my laptop.”

Name
Role · Firm name
Solo Practitioners

“It feels like I have a team even though it is just me.”

Name
Role · Firm name
Common Questions

Answers to what firms ask first.

Is Liscio built for a specific type of accounting firm?
Liscio is built for accounting firms of all types. Tax firms, CPA firms, bookkeeping practices and solo practitioners each have their own workflow. The sections above show how each one runs.
How is Liscio different from a document portal?
A portal hands you a folder. Liscio reads the file, identifies what it is, and matches it to the right client. The work is already started when you open it.
Can I use Liscio alongside TaxDome, Karbon or Canopy?
Yes. Liscio works alongside your practice management tool — Karbon users get a direct integration. For TaxDome and Canopy, Liscio handles the client-facing layer: intake, communication, and file collection. Your team brings the organized files into your practice management tool.
What makes Liscio different from ShareFile or SmartVault?
Those are storage. Liscio is File Intelligence. Files arrive identified, matched and ready to act on, not just stored.
Does Liscio work for Enrolled Agents?
Yes. Tax preparers, CPAs doing tax work and Enrolled Agents all run on the Tax Firms workflow above.
Get Started

Your firm type is covered. Your documents tell the rest.

We will show you how Liscio works for your firm, with your documents, your workflow, your clients.

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