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See what's new in 2024.
Get answers fast with new SMS reminders for tasks and requests right from the Timeline.
Liscio’s new mobile apps for Android and iOS are optimized for phones and tablets, offering a fully branded experience and in-app client requests
We released more than 30 major enhancements to the Requests feature. Create a request for all of your client-facing requests -- from onboarding to monthly close checklists.
Top enhancements include:
Present a cohesive brand identity, that shows your clients exactly who they're working with and builds trust. Highlight your logo, custom color scheme, and a unique image when client's log in.
Our recent split of the firm and client experience introduces ADA-compliant legibility improvements, strengthened security features and optimized device support for seamless access across PC, Tablet, Mobile Apps, and Mobile Web.
Clients will now experience a more accessible, user-friendly, and secure platform.
No more paper organizers! Import organizers from your tax software with a simple drag-and-drop. Our system automatically matches files by client ID, creating a personalized organizer based on the client's previous year's information.
We work with the following tax softwares:
Start with our default template or create your own questionnaire! This could be tax questionnaires, monthly close checklists, new client onboarding, or any survey, Excel Sheet, or list you want to turn into an organized client request.
Take advantage of three question types:
See every client communication on a single page, that are clearly presented in chronological order. Timeline is available at both the Contact and Account level.
Connect your Gmail or Outlook, and see your emails right inside Liscio. Enabling this feature firm-wide gives visibility across staff, ensuring employees have all the information they need at their fingertips.
Eliminate the need for CC'ing and BCC'ing to keep everyone in the loop. Access email threads on the client or account level.
Utilize a dedicated business number for texting, ensuring personal phones remain personal while keeping business communications contained within the firm.
Any request for client information, including tax gathering, monthly close, new client onboarding, tax delivery, etc.
Client progress can be seen within each request. There will also be a progress bar to see how far along the client is in a request so work can be started when a request is near completion, even if the client has submitted it yet.
The organizers will be automated from the tax software. You won’t be able to make changes to those, but you can manually add questions for additional items needed by the client.
As a future enhancement, each question or section will be reassignable to facilitate collaboration.
Yes.
Yes! You can create a custom request by adding all your questions and document requests from scratch each time, or use a template. We will provide templates, or your team can create their own. From that template, you can modify it once and send it, or you can create a new version of that template specifically for your team, a particular client, or a group of clients.
Yes.
Clients will receive a text message the same as a normal text. Firm users can send from the mobile app or from the web browser.
Lines are assigned per firm user.
Initially, users will be assigned a new line. We are looking into options to be able to transfer/convert your existing line. More on that to come soon!
・Basic includes branded login pages (web and mobile), logo on product screens, and custom colors.
・Growth includes everything in Basic, plus graphics for website, graphics for social media, graphics for email marketing, graphics package for use in other send-outs.
Custom pricing based on design support needed and assets requested. Sign up here to receive a quote: https://www.liscio.me/sign-up-for-custom-branding
Yes, we have already configured that for you. Outlook will retrieve emails from the 'Focused' tab only, and Gmail will retrieve only from the 'Primary' tab.
Yes! You can manually disassociate any email, thereby removing it from the client's Liscio account.
Only client emails will be auto-associated with clients in Liscio. All other emails will remain private.
No, we will continue to provide both options. Liscio messages will remain your secure communication alternative. Plus, you can very easily respond to an email with a secure Liscio message to help facilitate client adoption.
At the moment, you can only enable the feature for the email account that matches your login. However, we plan to support multiple email addresses and will implement this feature in the near future, likely by the end of this year or early next year.
Yes! The timeline is available on both the Account and Contact pages.
