.svg)
Transform Your Tax Season
Automate organizers and tax return delivery so clients respond faster, your team stops chasing,
and every return starts — and finishes — on time.
Automate organizers and tax return delivery so clients respond faster, your team stops chasing,
and every return starts — and finishes — on time.
Only a small fraction of firm time is spent preparing returns. The real load comes from administrative tasks like chasing information, communicating with clients, managing documents, and keeping every return on track.
Your tax season gets dramatically easier when organizers, client communication, and tax return delivery all run through a single, automated system.
Reduce the time you spend on tax organizers by up to 76% while increasing your organizers return rate to 60% or more.
Explore Smart Tax OrganizersDuring busy season, every minute counts. Smart Tax Delivery gives you back critical hours spent printing returns, explaining payments, and chasing signatures.
Explore Smart Tax DeliveryA simple, client-facing hub where clients can review their returns, see what they owe, understand their estimated payment schedule, and pay their taxes.
Every message, file, task, and signature comes together in one clear view. With Liscio’s unified timeline, your team always knows what’s been sent, what’s outstanding, and what’s next—no more guessing or searching across systems.
Drag and drop your tax software PDFs into Liscio and we automatically generate personalized organizers and digital tax returns for each client.
See exactly what each client has completed, what’s missing, and what needs attention so your team can stay ahead all season long.
We auto-place every signature on federal and state forms and guide clients through signing, so your firm collects everything quickly and easily.
Keep communication safe and organized, with AI-generated message suggestions that help your team respond in seconds.
Get fast client responses without using your personal phone. All texting happens inside Liscio, keeping everything organized and easy for your team to act on.
Connect your Gmail or Outlook account and view your client emails alongside everything else.
