Who uses Liscio?
Trusted professional service firms who put their clients first.
Trusted firms who always put clients first.
“Liscio is easy to use, looks great, and most importantly, customers actually enjoy using it.”
Katelyn Senn, Managing Member
What’s included?
Eliminate response time.
Do business in real time.
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No more requests getting buried in email inboxes. No more voicemail tag. Instant notifications and real-time SMS text messaging let you do business at the speed of a real conversation.
Let’s keep it between us.
Let’s keep it between us.
No one else but you and your invited clients have access to our private platform. Liscio gives you a secure spam-free, phish-free, robocall-free zone to work with clients.
“Liscio eliminated unsecure 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, Partner
Work from phone.
Our Mobile App gives your clients the freedom to work with you from anywhere, at anytime. And with FirmDash, your team can respond without having to share their personal mobile numbers.
“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
Say bye to communication silos.
With FirmView™, nothing gets lost in the shuffle. FirmView™ keeps your team up-to-the-second and working on the same page by consolidating all important client updates in one place.
“Liscio allows the entire team to see what’s going on and what’s needed.”
Arthur Portnoy, CPA
Don’t make clients repeat themselves.
Primary contact on vacation? No problem. Firm-to-One Service™ means anyone can step in to cover and provide seamless, uninterrupted 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, President
Built to grow with you.
We’ll never charge more to store more. As long as it’s business related, you can store as many files as you like.
