File Intelligence

Start with the file.
Run the firm.

Drop any document. Watch File Intelligence read it, page by page, in seconds.

SEE IT WORK — NO LOGIN

Pick a sample document to watch File Intelligence read it

Reads the document, pulls the key fields, and suggests a clean filename — live.
IMG936503.png Johnson_Sandra_1040_2025.pdf

Files are auto-renamed using your style.

Review each suggested name and accept it with a click. Consistent names keep every file easy to find later.

Platform

Same file. Five jobs.
The single system that makes it easy.

Every file your firm touches has five lives. File Intelligence saves you time at every step.

Files are automatically renamed in your firm's style.

Recommended file names are presented as files arrive. Organizing and finding files has never been easier.

Learn more →
scan_final_2.pdf Copy link⬇✕
CLIENT UPLOAD
Bank Statement
First Finance Bank
Statement: May 2026 · Period: Apr 1–May 1
Cornerstone Bookkeeping LLC
412 Meridian Ave
Austin TX 78701
Acct: •••• •••• 4821
Account Summary
Previous balance$31,200
Total deposits$8,500
Total withdrawals$4,350
Ending balance$35,350
✦ Suggested file name
Based on your firm's naming template
…
Cornerstone Bookkeeping LLC
811 KB
scan_final_2.pdf
🏷 Manage Tags
Suggested tags
FINANCIAL BANKING
Selected (1)
Bank Statement ×
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Find files fast with name and metadata search.

Eliminate frustrating file search with intelligent search that includes month, issuer, and document type metadata.

All Files ↑ Upload File
Sandra 1040 2024
ALL FILES TAGS ACTIVE
FILE NAMEACCOUNTDATE ADDED
Sandra_1040_2024_FY.pdf
scan_final_2.pdf
Johnson, Sandra01/15/2025
Sandra_K1_2024.pdf
document(3).pdf
Johnson, Sandra01/14/2025
Sandra_1040_2023_FY.pdf
IMG_449201837.png
Johnson, Sandra02/10/2024
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Create and save custom request forms.

Create and send multi-line requests to clients for onboarding, tax organizers, etc. and track client progress while Liscio automatically follows up.

REQUESTS
Client Onboarding

This checklist helps us gather essential information about your tax situation and financial details.

Progress38 / 52
Unanswered only
General Information12/12
Business Information7/10
Financial Information1/10
Documents10/10
Payroll10/10
Business Information
1Business Name
Green Landscaping
2Is your business registered as an LLC or Corporation?
YesNo
Please upload proof of your LLC or Corporation registration
Drop files to attach, Liscio Vault or Browse
Submit
Learn more →

See every client interaction in a single timeline.

See emails, secure messages, text messages, files and electronic signatures by Contact and by Account.

Learn more →
ALL ACCOUNTS / Carson's Construction
Timeline
Filter by TYPE DATE Clear all Sort by Descending ↓
REQUESTJD
2025 Tax Organizer 1 NEW
Due 03/01/2025
15 mins ago
EMAILHC
Tax Season Readiness
Hallie Carson · RE: How do I send you my Direct Labor…
30 mins ago
FILEAM
Bank statements uploaded
Arlene McCoy BANK_STATEMENT_JUNE.PDF
2 days ago
MESSAGEJC
Payroll information needed
Jared Carson · Please ensure that you submit your monthly…
3 days ago
TASKDJ
Sign Authorization Letter eSign
David Jones AUTHORIZATION_LETTER.PDF
6 days ago
Learn more →

Save time and money with embedded eSign.

Send tax returns, engagement letters, contracts, and more for electronic signature. Knowledge-based authentication is optional for tax returns.

Riverbend_Tax_Engagement_Letter_2026.pdf Copy link⬇✕
RT
Riverbend Tax
Accounting & Advisory Services
Engagement Letter — Tax Year 2026

This letter confirms the terms of engagement between Riverbend Tax and Cornerstone Bookkeeping LLC for the preparation of federal and state income tax returns for the tax year ending December 31, 2026. We will perform such accounting and bookkeeping functions as required to maintain your accounting records in accordance with GAAP.

Agreed and Accepted by:
David Jones
David Jones, Owner/CPA
Date: ___________
StatusIn Progress
AgreementEngagement Letter
RequestorEG Emily Garcia
SignerMA Matt Anderson SENT
SourceeDoc
Date added06/16/2026
DescriptionSign
Learn more →

One file. One system. Same intelligence — wherever it goes.

Tax Automation

Built for the demands of tax season.

Smart Tax Organizer

Personalized Tax Organizers

Give your clients a great experience with Liscio's personalized tax organizers. Liscio tracks who's returned them, follows up automatically, and helps match uploaded documents to the document request list.

Explore smart tax organizers →
Tax Organizer 2025
Please review the following information.
Sections
Personal Information
Contact Information
Questionnaire
Documents
State Questions
Questionnaire
10.Did your marital status change before the end of last year?
Yes No
11.Did your home address change in the past 12 months?
Yes No
11.1Please provide your new home address.
123 Maple Ave. Chicago, IL 23456
Smart Tax Delivery

Personalized tax return walkthroughs for each client.

Send your clients a personalized tax walkthrough with their return. They see their refund/balance due by jurisdiction, the key pages from the return, and any estimated payments due. Firms can add additional notes, instructions, and payment links to the walkthrough. The flow finishes when the client signs the return.

Explore smart tax delivery →
← Back Personal Income Tax & Signature Request
Review
2 Sign
Form 1040
Department of the Treasury — Internal Revenue Service
U.S. Individual Income Tax Return
2024
OMB No. 1545-0074
First nameResident O
Last nameSouth Carolina
SSNXXX-XX-1234
Spouse SSNXXX-XX-5678
Address123 Main Street, Charleston, SC 29425
W-2 Wages212,149
Fed tax withheld13,000
Filing statusMarried filing jointly
NOT FOR FILE
2 of 5 items reviewed
1.Filing InformationDONE
2.Balances DueDONE
3.Review Federal ReturnTO-DO
4.Review State ReturnTO-DO
5.Estimated PaymentsTO-DO
Approve & Next
FORM 8879 

The bottleneck that isn't one anymore.

The 8879 goes out as part of the return delivery, with the signature field already placed. The client signs in a few taps from any device. Liscio follows up until it is back, then files it with the return. No printing. No scanning. No chasing.

9:41
Cancel eSign
8879 e-File Authorization
Taxpayer's PIN: check one box only
✕ I authorize Liscio, Inc to enter or generate my PIN 12340 as my signature on the income tax return.
I will enter my PIN as my signature on the income tax return.
Your Signature ▸ Randy Jones
Date ▸
Place your signature
Tap to drop your signature on the form.
Randy Jones
Randy Jones
Apply signature

Half the job is the half no one signed up for.

Opening files. Naming files. Sorting files. Chasing files. None of it is the work anyone took the job to do. Eliminating these repetitive tasks gives the team back precious hours, especially during busy season.

9.3 hrs

Spent on client communication every week, per firm

CPA Practice Advisor, 2024

55–80 hrs

Worked per week during tax season

AICPA

40%

Of firm time runs outside billable work

AICPA MAP Survey

70,000

More annual job openings than accounting graduates to fill them

BLS, 2024–34 projections / AICPA

Liscio takes that half off the table. The week gets shorter. The season gets sane. Your team stays focused on the most important work.

What does Liscio do for your firm?

Liscio is purpose-built for firms that handle books, taxes, or both.

Built for bookkeeping firms.

Statements, receipts, financials and more are identified on arrival. Core forms are automatically renamed to your firm's standard and filed where they belong.

Statement & receipt intelligence

Bank statements and credit card statements identified and renamed to your firm's convention.

Phone scanner

Clients scan documents from their phone or tablet. Liscio converts image files to PDF automatically.

Everything in one place

Emails, texts, secure messages, and files all live in one place. You see the full picture, your clients stay on track, and your team never has to wonder what's missing.

See Liscio for bookkeeping →

Built for tax firms.

Send personalized tax organizers, tax return walkthroughs, onboarding forms and more from a single system.

Smart Tax Organizers

Print organizers from UltraTax / Lacerte / ProSeries / Drake / CCH. Liscio personalizes them, tracks client progress, and helps match each file upon receipt.

Smart Tax Delivery

Send personalized tax walkthroughs that provide clients with the information they need to know about their return. Liscio extracts signers and estimates, delivers with e-sign workflow, collects 8879, and even reminds clients each quarter of any taxes due.

Engagement letters, e-signed

Send, sign, and store engagement letters in one place. Digital signatures and file storage, together.

See Liscio for tax →

Create 5-star experiences

Delight your clients with the experience they deserve.

Liscio mobile app identifying a W-2 document on upload

Mobile apps and mobile web

Your clients can do it all from their phone or tablet. Scan, sign, share, and stay connected.

Custom branded Liscio login screen for an accounting firm

Your brand. Not Liscio's.

Custom-branded login, your firm's colors and look.

Liscio mobile file search showing instantly findable documents

Client self service

Clients can see and find every interaction, from signed documents to secure messages in a single place.

The portal was a place clients had to go. Liscio is the place they want to.

Firms that run on files run on Liscio.

400K+
Active users
20M+
Files processed
8×
Faster client responses
72%
Organizer return rate
Certified
SOC 2
Security & compliance

Liscio works with the tools you already run.

You don't have to replace your tax software. You don't have to retrain your team. Liscio handles the file work. The rest of your stack keeps doing what it already does well.

See all integrations

What firms say after the first tax season.

"

No more physical documents. No more client notes on post-its. No more lost client emails. Clear, clean, organized.

Deanna Johnson
Deanna Johnson
Client Communication & Outreach · Allman Johnson
"

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

Angel Przybylowicz
Angel Przybylowicz
AP Keeping, LLC
"

Liscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients.

Shannon Sheridan
Shannon Sheridan
Eclipse Accounting and Tax
"

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

Katey Maddux
Katey Maddux
Katey Maddux Enterprises

The questions firms ask.

Clients open Liscio from any device. No separate app to download. No password to remember beyond what they already use. They message, sign, upload, and pay from the same place every time. Most firms see their clients respond on Liscio when they wouldn't respond to email.
Those are storage. Liscio reads the file. Dropbox, ShareFile, FileCabinet CS, OnVio and other document management systems hold the file until someone on your team opens it, figures out what it is, and decides where it goes. Liscio identifies it the moment it arrives and suggests the name your firm would have given it. One click, and it's filed.
vs Dropboxvs ShareFilevs FileCabinet CSvs OnVio
They're practice management. Liscio is File Intelligence: it reads, names, and organizes every document, and runs your personalized tax automations. Different jobs. Many firms run Liscio alongside one of them — the file and tax work happens in Liscio, the practice management work continues where it already lives.
Liscio is built specifically for accounting documents — not as a generic add-on. It recognizes the documents your firm actually sees: W-2s, 1099s, K-1s, 1040s, organizers, engagement letters, bank statements. Every suggested name appears for review before it's applied. You stay in control. Files the system isn't certain about are not renamed. Renamed files continue to retain the original file name as metadata for easy search and retrieval.
SOC 2 certified and built to support FTC Safeguards Rule obligations and IRS Publication 4557.
Get started

Your next file is a good place to start.

Drop it now, or book a demo.

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