• Buggy portals with a confusing mobile experience.
• Customer requests siloed & buried in email.
• Engagement letter paperwork.
• Delightfully designed UI that clients love using.
• Uninterrupted customer service with no silos.
• Paperless engagement letters on Mobile App.
Several reasons. The biggest being frustration with our current portal
system. It wasn’t user-friendly. We spent a lot of time just helping customers
log in to access tax returns. Customers would get so frustrated having to
call us every time the password reset didn’t work.
A close second was customer requests getting buried in email inboxes of
staﬀ out sick or on vacation. This led to lost requests and customer
Liscio is easy to
use, looks great, and
enjoy using it.
What made you try Liscio?
Rulien + Associates, LLC
We specialize in back-oﬀice support (bookkeeping and payroll),
corporate/LLC tax returns, and individual tax returns.
About Rulien + Associates
The last thing I want as a firm owner is a customer not receiving a response
and not getting the best service possible. There were lots of requests to IT for
access to out of oﬀice staﬀ. And we had to ask clients to resend info to
whoever was covering. This wore down my patience daily.
Next was unnecessary engagement letter paperwork. We prided ourselves
on being a paperless firm, but we had to make clients print and sign their
engagement letter every year. Taking this process online was a frequent
Finally, lack of a good mobile app. Customers want us right at their
fingertips but the app that came with our portal system wasn’t user friendly.
The Mobile App is
so easy to use, if my
dog had fingerprints,
he could probably use
it! And it includes
Liscio’s is easy to use, looks great, and most importantly, customers actually
enjoy using it. Customers were so frustrated with our old portal app that they
asked why we didn’t switch them to Liscio sooner.
Liscio’s FirmView dashboard is laid out in a way that makes it impossible to
miss client requests. Your entire team gets full visibility and layers of
notifications, alerts, and notes to ensure the client never has to repeat or resend anything.
Liscio’s Mobile App is so easy to use, if my dog had finger prints, he could
probably use it! And it includes engagement letters.
Liscio solved these issues and so much more. It has become our tool for
tracking prospects, all client correspondence, signing engagement letters,
and our new delivery system for anything we need to get to a customer.
New clients love the fact that we have an app so they can upload files and
message us right from their phones.
How did Liscio make life easier for you?
We could probably put together a five-page single spaced document on
how much we love Liscio and all it has helped us solve, but let’s be honest,
no one reads that far. If all you read is this last sentence: make the switch to Liscio now!
What advice would you give to firms considering Liscio?