The #1 Client Portal for Accountants

Everything firms and clients need to securely work together.

Proudly recognized as one of the Top Apps for Accountants in 2024 by Accounting Today.

Next Generation Data Gathering

Automate your data gathering process for every type of client request - from client onboarding to monthly close checklists.

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Smart Tax Organizers

Remind your clients that you know them with tailored digital tax organizers. Liscio will read your existing organizers and create bespoke checklists for each client based on items they had in the prior year. The personalized touch combined with easy-to-use requests lists and mobile apps will delight your clients.

Explore Smart Tax Organizers

"Liscio perfected organizers at the right point for firms of every size."

Automated Tax Delivery

Liscio creates customized walkthroughs for each client including automatic signature placement, payment links and estimated tax payment reminders.

Explore Smart Tax Delivery

Create Your Own Requests

Show your clients you know them. Create bespoke requests for every interaction – from onboarding, to organizers, to monthly close.

Get the Whole Picture

See all your client interactions on a single Timeline. Eliminate information silos with optional Gmail and Outlook integration.

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Screen capture of the Liscio Timeline feature with highlights of the various types of items included in the timeline.

Screen capture of secure messaging on the timeline.

Screen capture of an email from the client on the Timeline.

Screen capture of the status of a Client Request on the timeline with a progress bar showing how much the of the request the client completed.

Screen capture of SMS business text messaging on the timeline.

Screen capture of an electronic signature request on the Timeline.

Trusted by Professionals, Proven by Results

16.1M

total files stored

16.3M

secure client interactions

1.3M

hours saved

Create 5-Star Experiences

Give your clients everything they need to succeed.

View of a client accessing a file from their file list on a mobile device.

24/7 Self Serve

When clients help themselves, your phones get a break.

View of a Liscio push notification displayed on a phone's lock screen.

Automatic Reminders

Email and mobile reminders keep clients on deadline.

Works on Any Device

PC, Tablet, Mobile Apps, and Mobile Web.

Side-by-side view of Liscio's client portal home screen on a desktop, tablet, and mobile phone.

View of the Liscio mobile-phone scanner capturing the image of a tax return displayed on the top of a wooden table.

Mobile Scanner

Get documents fast. Images auto-converted to PDF.

View of the Liscio Face ID login page displayed on a mobile app.

Simple Login

Easily login with Face ID, Touch ID, Google and Microsoft.

integrations

Connect Apps Easily

Customer Love

Client Communication

"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!"