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Secure messages for accountants inside Liscio
Mobile document scanner for accountants inside Liscio
Secure file transfer for accountants in Liscio
Email management for accountants inside Liscio

Covers Every Way Your Clients Communicate

Liscio is the only solution that combines email, texting, secure messaging, and client requests in a single place. No matter how your clients want to work with you, Liscio has you covered. And Liscio doesn't require you to change any of your back-office systems.

"Loving Liscio for client communication and file storage. Has made my life easy!"

Everything in One Place

Get the whole picture. See emails, text messages, files, signatures, and client requests on a single screen.

Maximum Productivity

Stop waiting for client documents.

Progress Bar

See and track client progress in real time. No need to wait until the client submits everything.

Automated Reminders

Set the due date and Liscio automatically reminds clients of upcoming and overdue tasks.

Business Texting

Get answers fast without using your personal phone. Liscio uses dedicated business numbers for texting.

We Create 5-Star Client Experiences

Give your clients something worth talking about. Earn your stars by giving your clients everything they need to succeed in one place.

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Liscio's mobile document scanner image for Accoutants
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Liscio's mobile notification image for accountants
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Face ID Login Screen
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eSignatures screen
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Liscio's menu navigation in the app for accountants

Build Your Own Requests

Use a single authoring tool to quickly create any experience.

Works with every device

Be where your clients are. Liscio offers a full range of options for your clients to choose from. Phone, tablet, PC, mobile app, and even mobile web.

"We love using Liscio as our client-facing portal!"

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.