• Documents scattered across multiple platforms.
• Stressful, insecure file sharing over email.
• Work from phone, from anywhere.
• One place for all docs with unlimited storage.
• Stress-free file sharing over invite-only network.
My accountant got us started on Liscio; since then it’s allowed me to have a
single place to upload documents and communicate with her. At the end of
the day it makes it a lot easier for her to automate her processes. If she has
leverage, it costs me less money to work with her.
We’re getting more and more eﬀicient with it on a daily basis. The eﬀiciency
is key; now I use my phone to take pictures and load documents. It saves
me time from the perspective of location.
is key; now I use my phone
to take pictures and load
How has Liscio made your day-to-day easier?
Eagle River, AK
Rulien + Associates
I don’t have to worry
about following up; I know
our conversation is in
Liscio and she can keep
track of it there.
Our accountant has made it easy for us all the time, but before Liscio,
she had to have a lot more infrastructure. She just had some turnover in
her oﬀice, but with Liscio, I still use the same process. When I’m asking a
question it goes to her directly. It’s definitely made the transition with her
getting a new employee easier.
What was it like working with your accountant before and
after she adopted Liscio?
In conjunction with a great accountant who uses Liscio, I’d recommend that
route for sure. It makes them more eﬀicient which makes you more eﬀicient.
Why would you recommend Liscio?
I’ve gotten to the point where I
send her a lot less emails. Liscio
made me more comfortable in
trusting the system. I don’t have
to worry about following up;
I know our conversation is in
Liscio and she can keep track of
I have a lot of projects with her.
It’s easier for me to make sure I
get the correct information in
the right bucket. I can start a
thread and assign it to a project
so there’s no confusion.
I can do anything that I used to have to go home and do at the same speed
in the car or on the fly. I don’t have to go home, throw it on the scanner
and send it to her. Now I can open the mail, take a picture, load it to the
proper Liscio bucket, and throw it away.