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Inbox zero. Everything in one place. Total organization.
Your team wastes countless hours replying to routine client messages. Liscio’s Digital Assistant clears the clutter fast—creating professional, on-brand responses that sound like your firm, not a bot.
Learn more about AI Message Assistant →The first AI purpose-built for accounting firm workflows. Liscio reads accounting documents—tax returns, bank statements, business expenses—and helps rename and file them using your preferences. No training required.
Learn more about AI File Intelligence→
Liscio’s Smart Tax Automation combines Smart Organizers, Smart Delivery, and Intelligent Follow-Up to eliminate bottlenecks and client confusion. Clients are guided step-by-step—sending files, signing forms, and completing organizers without hand-holding.
Learn more about Smart Tax Solutions→You see the full picture. Your clients stay on track. And your team never has to wonder what’s missing. With Liscio, every interaction is secure, and right where it should be.
All your client tools, together in one secure, easy-to-use platform.
Explore All Features
Automated signature placement. Personalized tax-return walkthroughs.
Customizable digital questionnaires and personalized document request lists.
Custom request templates for everything from onboarding to monthly close checklists.
Digital signatures and file storage all in one place.
See every client message, email, file, and signature.
Connect to Gmail and Outlook for total visibility.
Create tasks with automatic reminders to keep clients on deadline.
Business texting gets clients to reply up to 8x faster.
Securely share and store files up to 2 GB each.
Delight your clients with an experience so easy, they’ll thank you.
Speak naturally—Liscio turns your clients' words into polished, professional messages.
Give clients a 24/7 place to find what they need—no calls, no emails required
Your clients can do it all from their phone or tablet—scan, sign, share, and stay connected.
See what other firms have to say about the new way they can work using the powerful tools built into Liscio.
"No more physical documents, No more client notes on post its, No more lost client emails. YES - Clear, clean organized client communication and document sharing with clients!"
Liscio has been a life saver! So easy to exchange client info with the utmost confidence. Thanks!
Liscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients. Thank you so much!
I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team! Love you guys!
