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 and clicks and to maintain consistency and professionalism for your firm, the Liscio dev team has released Task Templates AND eDoc Templates. In order to […]
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, and we’ve rolled out features inside Liscio that our awesome clients have been asking for. product update March 2021 In order to help you get […]
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 to bring your staff and your clients along in a way that they will enjoy and appreciate. This playbook provides everything you’ll need to reach […]
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 into it. And when you get a chance to ensure your staff can do the best work of their lives, lean into that. Karbon + […]
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 in the toolbar to add an image. Resize by clicking the image and dragging the side border. Only available in Message at this time. We […]
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 of education for children in the world. Learn more here.