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 features 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 your own time!!) Bulk Action Updates - Filter [...]
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 seven new features for March: Security Improvement: Device Logins Liscio Desktop App for Seamless File Uploads Pin Your Important Messages eDocs: Safari Browser Compatibility Account Filter on Files Section […]
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 […]
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 […]