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 integrates with Microsoft OneDrive and Google Drive We’re pleased to announce that Liscio now integrates with both Microsoft OneDrive and Google Drive. The integrations allow firm users to directly pull files from these sources directly -- saving the extra steps of downloading then uploading files. Setting up the integrations is a snap. Simply navigate [...]
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 you are like most firms, your current process likely involves a lot of steps. Bring up the document in your accounting, tax, or other software. [...]
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 updates on upcoming features in our private Facebook group: LiscioCX Here’s a list of the features that were just released: Restricted Accounts Manage Tags (on [...]
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 [...]