New Features for July 2020! The most exciting, most requested feature in this release is Liscio's New User Type: Specialist! We've also added an easier way to add employees to the Client Service Teams (CST) and even more search capabilities in the platform. You can read the details about the new features below. You can [...]

We’re excited to announce our latest feature: Contact Ability to Message, Share, and Invite in Liscio. This was highly requested by the majority of our customer base. You can also catch our ICYMI (in case you missed it) list at the bottom of this feature release to see all of the features we’ve released in 2020. Contact […]

We’re pleased to announce our newest integrations that we hope will make your life and clients’ lives a little easier when using Liscio together during this time of remote work. You can also catch our ICYMI (in case you missed it) list at the bottom of this feature release to see all of the features […]

As remote collaboration continues to replace office visits, we wanted to introduce a few new features that we think will help make working with your clients easier. We hope you enjoy them. You can also catch our ICYMI (in case you missed it) list at the bottom of this feature release to see all of […]

We hope you and your loved ones are safe and well. We’ve been staying home and putting the extra time to good use. Here are the fruits of our labors: Security Improvement: Device Logins  Liscio Desktop App for Seamless File Uploads Pin Your Important Messages eDocs: Safari Browser Compatibility Account Filter on Files Section for […]

You and your clients will love these. Just in time for Valentine’s Day, we added 6 new features to show you and your clients that Liscio always takes customer feedback to heart. At your request, here’s what’s new for February 2020: Automatic File Tagging for Clients Alerts Tab on Home Dashboard Long Threads Made Easier […]

Wishlist fulfillment: bulk send eDocs and more! We’re ringing in the New Year by delivering 4 of your most frequently requested new features: Bulk Send eDocs File Search in Liscio Vault eDocs Search Improved Email Notifications 1) Bulk Send eDocs Liscio helps reduce tax season busywork by allowing you to send eDocs in bulk. Just […]

New Features October 2019 Today, we’re delivering several important additions to Liscio’s file storage and file-sharing capabilities. You’ll find a summary of the changes below. Please let us know if you have any comments or questions. We hope you enjoy them! Liscio Vault is now an option when attaching a file to a Message or […]

  (First published on Insightful Accountant on October 1, 2019) How Many Apps Does it Take to Serve a Client? The client experience game is changing. Tech innovation has raised client expectations while lowering client tolerances for bad service and incomplete solutions with functionality blind spots. Real-time communication channels and powerful mobile apps connect clients […]

New Features September 2019 If you’re using Dropbox, Box, ShareFile, or a similar file management solution for firm and client files, we’re excited to announce that a safer and smarter file management system is on the way. And it’ll be included inside Liscio! It’s a huge build that we’ve been working on for months. And […]