Client Experience 2.0 begins with Liscio

Empowering firms of all sizes to provide a world-class experience for their clients

"I can see myself saving days over a year, just by using Liscio."

Janelle Pedulla  |   Owner

"It really has improved things."

Mary Pierce  |   Founder

"We got people to do it that would never ever do that in the past."

James & Cindy Buss  |   Owner

"Liscio is part of the future."

Gordon Schafer  |   Owner

"I'm so glad I got on Liscio a year ago, so this whole COVID transition has been seamless."

Michael Mette  |   Founder

"We have been working diligently on SBA loan support for our clients for the last couple of days and it is crazy here. Liscio has been the super star of helping us in exchanging data to clients and the banks in the process."

Darrell Layman   |   Founding & Managing Member


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"Liscio is easy to use, looks great, and most importantly, customers actually enjoy using it."

Katelyn Senn  |   Managing Member

The Client-Centric Firm

Everything you need to delight your clients, and your staff.

Tired of chasing client documents?

Make it easy for them to respond.

Need a document? No problem. Liscio enables clients to respond quickly right from their smartphone. They can scan and send documents on the go – you get them as a high-quality PDF.

“Everything is tied together in one nice little bundle inside Liscio.”

Karla Geldermacher

Karla Geldmacher, Owner

Real-Time Messaging

Email is the new snail mail.

Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients.

“Our clients are now using Liscio’s Real-Time Messaging to work with us instead of email. What you notice right away is the dramatic improvement in response times. When you don’t have to share a channel with spam, phishing, or robocalls, and it’s just you and your invited clients, you get answers a lot faster. Since we’ve adopted Liscio, our support call volume has dropped by 50 percent.

Alison Sharp

Alison Sharp, Client Experience Manager

Task Tracking


Reduce deadline stress.

Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

Invite-Only Network

Let’s keep it between us.

Liscio gives you a secure, spam-free, phish-free, quiet space to work with clients.

Liscio eliminated insecure emails and allowed us to safely exchange info. I think a program like this is inevitable with the current environment of daily data breaches.

Cayce Rountree

Cayce Rountree, Partner

Integrated eSignature

Firm-to-One Service™

We made it easy for clients to sign here.

eSign on screen or print, sign, and snap a pic. Compliant eSignature, communication, task tracking, and files together in one means no more hopping between apps.

“Liscio’s eSignature feature is a huge process improvement for us as well as a security improvement because clients can fill out our forms in one secure place.

Karen Duda, Client Services Manager

Smarter File Management

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With unlimited storage included.

Clients and staff love that key documents can be quickly located and shared. Plus, you’ll never pay extra for Liscio Vault storage – it’s all included.

Mobile App

Let’s all work from our smartphones.

Our mobile app gives your firm and your clients the freedom to collaborate on the go.

Mobile App

“We got really positive comments on the Liscio Mobile App, as it’s so much more than a portal to upload docs. It’s a complete, interactive tools/notes/tasks solution that’s been so helpful.”

Jorge Rodriguez, Founder & Principal


Firm-to-One Service™

Total transparency powers seamless client experience.

In email, communication is siloed. FirmView keeps it transparent with up-to-the-second task tracking that ensures everyone is on the same page for seamless, uninterrupted Firm-to-One Service.

“All our staff has access to see what communications have occurred with clients. It was smooth during tax season — when a client called to see if we received something, anyone answering the phone could help them.”

tabitha swanson

Tabitha Swanson, President

Save Money

Firm-to-One Service™

Trim your tech overhead.

Having real-time messaging, client-facing task management, electronic signature, and file management in a single place saves time, clicks, and cost. Plus,you get unlimited clients and storage included.

“Liscio is easy to use, looks great, and most importantly, customers actually enjoy using it.”

Katelyn Senn

Katelyn Senn, Managing Member