Maintaining your existing client relationships is a sure-fire way to grow your firm. However necessary, client retention is often overshadowed by the thrill of chasing new clients. Establishing a sustainable, scalable, satisfying client experience will help your firm build relationships, foster trust, spawn advocates, and deliver exclusive value to your clients.
Introducing Task Templates & eDoc Templates As we move closer to busier season, your team is likely sending the same requests to clients over and over again. To save time […]
Liscio Product Update – New Features Added Since March 2021 The Liscio dev team has been busy since March! We’ve added time-saving integrations with big-name companies like Karbon and SmartVault, […]
Communications 101 – A Best Practices Playbook for Accountants and their Clients Congratulations! You’ve made the decision to level your firm up to Client Experience 2.0! The next step is […]
Announcing Karbon + Liscio When an opportunity presents itself to take care of your clients, take it. When an opportunity presents itself to transform your client experience, pour your heart […]
Here are the latest feature updates in Liscio for February 2021! Here are the latest feature updates in Liscio for February 2021! In-Line Images Drag-and-drop or click the image icon […]
Liscio gives back! For every demo we conduct, we donate 10 nourishing meals to children in need. For every new firm that signs up with Liscio, we fund 30 days […]
Announcing Liscio Dispatch Save Time with Every File you Securely Share with Clients! When you think about securely sending sensitive documents to clients, what comes immediately to mind? Well, if [...]
Wonderful upgrades in Liscio you’ll want to see! These are new features in Liscio released in July 2020 that you won’t want to miss out on! You can also catch [...]
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 [...]