The new standard in client
communication & collaboration.
Introducing a secure, collaborative, and future-proof client experience platform.
FirmView unifies all communication into a single platform.
Too many requests get lost, buried deep in email inboxes. Liscio’s FirmView centralizes communication by consolidating all client requests, conversations, and updates into a single platform that everyone in the firm can see. FirmView keeps your entire team up-to-the-minute on all client relationships, and makes it easy for teammates to be proactive and step in to cover when needed. FirmView keeps everyone alerted and working on the same page — no slips, no delays, no excuses.
Clients shouldn’t have to introduce themselves more than once.
Liscio gives your firm the tools it needs to always provide customer service with a personal touch. With notes and alerts, Liscio turns one-to-one service into Firm-to-One service. No matter who interacts with the client, Liscio will remember every important profile detail, date, and milestone for you. Anyone in your firm will be able to step in and seamlessly pick up where the last conversation left off, ensuring clients never feel handed off or passed along.
Email isn’t a safe place to do business.
Financial wellness starts with knowing your personal and financial data are safe and sound. By replacing vulnerable email, Liscio ensures that all your communication and file sharing is secure and encrypted — free of phishing schemes and safe from email scammers. With Liscio, your business is none of their business.
Feb 18, 2016
Consumers Warned of New Surge in IRS Email Schemes during 2016 Tax Season; Tax Industry Also Targeted
Mar 01, 2016
IRS Alerts Payroll and HR Professionals to Phishing Scheme Involving W-2s
Jul 06, 2016
IRS, Partners Warn Tax Preparers of Data Theft Risks; Launch New Campaign to Increase Awareness
Aug 11, 2016
New Phishing Scheme Mimics Software Providers; Targets Tax Professionals
Nov 04, 2016
IRS Warns Tax Professionals of New e-Services Email Scam
Jan 11, 2017
Security Summit Alert: New Two-Stage Email Scheme Targets Tax Professionals
Mar 17, 2017
IRS, States and Tax Industry Warn of Last-Minute Email Scams
Apr 01, 2017
Jun 23, 2017
Security Summit Warns of New Phishing Email Targeting Tax Pros
Aug 01, 2017
Dec 13, 2017
Consumer Alert: IRS Warns Taxpayers, Tax Pros of New Email Scam Targeting Hotmail Users
Jan 17, 2018
IRS, States and Tax Industry Warn Employers to Beware of Form W-2 Scam; Tax Season Could Bring New Surge in Phishing Scheme
Our messaging platform lives on an invite-only network.
No one other than your firm and your invited clients can access Liscio’s Secure Messaging platform. Add a layer of 256-bit Advanced Encryption Standard (AES) at the database level and you finally have a safe digital space to talk about your finances.
Send and store safely as long as you want.
Through Liscio’s portal, you can securely and instantly send files back and forth. Send from Google Drive, iCloud, Dropbox, or simply use the Liscio Mobile App to snap a pic of your document. We’ll safely store your files as long as you want, and you’ll always have instant access and ownership of all your files. 256-bit Advanced Encryption Standard (AES) at the database level keeps your files safe in transit and in storage.
The modern firm has to be mobile.
Clients expect modern firms to be available when they need them. They want you to be accessible — anywhere, anytime. No more waiting for an in-office appointment to get things done today. Just about everything you used to do in person can be done on the go through your browser or the Liscio Mobile App.
Get clients on board in a minute, literally.
Liscio replaces paper questionnaires and clipboards with iPads to eliminate paperwork and processing time. Now, you can get your clients entered into the system and up and running as soon as they hit submit.
Fetch e-signatures via browser or Mobile App.
Liscio removes the bottleneck of chasing down paper signatures via browser or Mobile App, allowing you to obtain e-signatures in seconds.
We’re thinking about your future clients too.
We’ve included intuitive CRM functionality to make it easier for you to turn leads and prospects into clients.