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Everything firms and clients need to securely work together.
Most firms juggle disconnected systems for messages, files, and signatures—leaving clients confused and teams chasing details. Liscio brings it all together, so everyone knows where to go and what to do.
You see the full picture. Your clients stay on track. And your team never has to wonder what’s missing. With Liscio, every interaction is easy, secure, and right where it should be.
View every message, request, file, task, and signature in one timeline—so your whole team knows what’s been done, what’s pending, and what comes next.
Build your own Smart Requests—like onboarding or monthly close checklists—that clients actually complete, with automatic reminders and status tracking so nothing slips through the cracks.
Make it easy for clients to communicate—and even easier for your team to stay on top of it. Keep everything organized and compliant, with built-in templates and bulk sending to help firms move faster.
Connect Gmail or Outlook and bring key client emails into one secure, shared view. No more BCCs, forwards, or missing threads—everyone on your team stays in the loop.
Send engagement letters and other documents for signature in seconds—no extra tools, no chasing, just one seamless experience for you and your clients.
Clients can upload documents from any device , and your team always knows what's been recieved. No more digging through folders or resending files.
View every message, request, file, task, and signature in one timeline—so your whole team knows what’s been done, what’s pending, and what comes next.
Build your own Smart Requests—like onboarding or monthly close checklists—that clients actually complete, with automatic reminders and status tracking so nothing slips through the cracks.
Make it easy for clients to communicate—and even easier for your team to stay on top of it. Keep everything organized and compliant, with built-in templates and bulk sending to help firms move faster.
Connect Gmail or Outlook and bring key client emails into one secure, shared view. No more BCCs, forwards, or missing threads—everyone on your team stays in the loop.
Send engagement letters and other documents for signature in seconds—no extra tools, no chasing, just one seamless experience for you and your clients.
Clients can upload documents from any device , and your team always knows what's been recieved. No more digging through folders or resending files.
Tax season doesn’t have to be stressful or manual. Liscio replaces scattered tools with a unified workflow—built to help firms work faster and give clients a better experience, from tax organizer to return delivery.
Give each client a personalized, guided tax organizer that pulls in prior-year data and adapts based on their answers. Clients see only what’s relevant, answers and upload from any device, and receive built-in reminders—so you get complete info, faster, with no follow-up needed.
Let your clients review, sign, and pay—without hand-holding. With clear guidance, mobile access, payment links, and automatic reminders, you deliver a seamless experience clients love—while your team moves on without chasing.
Liscio isn’t just another portal—it’s a client experience, purpose-built to drive action. And in today’s world, client experience is the #1 differentiator for firms. When clients know exactly what to do and when to do it, your team gets faster responses, fewer follow-ups, and more time for the work that matters
Whether you’re requesting monthly docs, preparing returns, or managing the big picture—Liscio gives every team member a seamless, powerful experience designed to make client work feel effortless.
Free up hours of admin time, avoid last-minute scramble, and give clients a personalized experience that builds trust and confidence.
Fewer distractions, smoother workflows, and everything you need to move faster and stay focused on client work.
Build trust from the first interaction and give clients a smooth, secure experience that reflects the quality of your firm.
See what other firms have to say about the new way they can work using the powerful tools built into Liscio.
"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!"
Liscio has been a life saver! So easy to exchange client info with the utmost confidence. Thanks!
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!
I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team! Love you guys!
