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.
Move the conversation where it belongs. Say goodbye to texting on your personal phone, and start texting through Liscio.
Keep your client's personal information safe, send meeting reminders via text, and get quicker responses.
Streamline tax preparations with custom tax organizers tailored to your clients. Effortlessly deliver completed tax documents to clients with automated workflows. Coming soon!
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.
A line will be assigned to you when you sign up for SMS.
It is currently in beta for a select few, and will be publicly available at the end of September.
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.
Yes.
Yes! The timeline is available on both the Account and Contact pages.
