Simplify Client Communication

Liscio removes barriers between you and your clients, including making it easier to gather and share information. Our solution includes automated reminders and two-way texting, all in a centralized, secure platform.

Save non-billable time and give your clients a better experience.

Excellent client communication gets you more of the clients you want, saves you time and protects your firm.

Automatic Reminders

Make sure you get the right documents at the right time without the usual manual follow-ups.

Laptop showing a client portal for accountants with screen showing tax preparation software

Secure Messages

The IRS and FTC mandate that accountants always encrypt sensitive client information. Liscio secure messaging provides a secure, in-network communication channel for you and your clients without creating another information silo.

Email Integration with Gmail and Outlook

Most accountants waste precious time searching for client emails within their own inbox and across the firm. Liscio ends the search by automatically collating clients emails by both Contact and Client.

See the Impact of Smarter Client Communication

8x faster responses with texting
Average client response in 8 minutes with texting
Improve client retention

See Our Client Communication In Action

Book a free 1:1 tailored consultation and demo.