The #1 Client Portal for Accountants

Everything firms and clients need to securely work together.

Liscio client portal for accountants..

Next Generation Data Gathering

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

Laptop showing a client portal for accountants with screen showing tax preparation software
Mobile and desktop version of digital tax organizers on a client portal for accountants

Smart 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 How it Works

Automated Tax Delivery

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

Learn More

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. 

Explore Product
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 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.
"Using Liscio saved me 60% of my time"
Felecia Dixson EA, CTRC, ATA
Dixson & Associates

Create 5-Star Experiences

Give your clients everything they need to succeed. 

Mobile app view of a custom-branded client portal login page with custom red colors and an image of regional mountain theme.
Mobile app view of a custom-branded client portal login page with custom green colors and an image of a large city.
Mobile app view of a custom-branded client portal login page with custom yellow colors and an image of a farm.
Mobile app view of a custom-branded client portal login page with custom orange colors and an image of a construction company.
Mobile app view of a custom-branded client portal login page with custom maroon colors and an image of a restaurant.
Mobile custom branding login for consulting firm in .
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

See what other firms have to say about the new way they can work using the powerful tools built into Liscio.

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!"

Deanna Johnson
Client Communication & Outreach, Allman Johnson

Confidence

Liscio has been a life saver! So easy to exchange client info with the utmost confidence. Thanks!

Angel Przybylowicz
AP Keeeping, LLC.

Tech Stack

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!

Shannon Sheridan
Eclipse Accounting and Tax

Onboarding

I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team! Love you guys!

Katey Maddux
Katey Maddux Enterprises

Ready to get started?

Book a free 1:1 tailored consultation and demo.