Client Experience 2.0™ begins with Liscio

Empowering firms of all sizes to provide a world-class experience for clients and staff

    "Clients are responding and submitting documents faster than we can keep up with. They certainly have embraced Liscio faster than the NetClient portals."

    Diane Sollenberger  |   CPA, CIA, The Barrows Sollenberger Group, PC

    "With Liscio, we are organized with client contact information, client requests, and secure account documents. The whole client team is aware of all the communication with each client."

    Michelle Vilms  |   Founder, Vilms Consulting

    "Liscio makes it ridiculously simple to organize, categorize, and easily reference important information that I need to serve my clients. And it makes it easy for my clients too!"

    Seth David  |   President & Founder, Nerd Enterprises, Inc.

    "I can see myself saving days over a year, just by using Liscio."

    Janelle Pedulla  |   Owner, LongwoodCPA

    "I like the fact that my whole team can see what's going on with a client as opposed to when it was stuck in the email silo and I was the bottleneck. That's really helped us."

    Mary Pierce  |   Founder, Pierce & Company

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    "With Liscio, we had a better tax season this year than ever before."

    James & Cindy Buss  |   Owner, Buss CPA

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    "I'm so glad I got on Liscio a year ago, so this whole COVID transition has been seamless."

    Michael Mette  |   Founder, Your Tax Place

    "Liscio has been the super star of helping us in exchanging data to clients and the banks in the process."

    Darrell Layman   |   Founding & Managing Member, Layman CPA

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    "Liscio is easy to use, looks great, and most importantly, customers actually enjoy using it."

    Katelyn Senn  |   Managing Member, Rulien + Associates

    "Liscio solved the multi-message multi-platform nightmare we used to have during tax season - we can just move so much faster now that we are using Liscio."

    Jemel Smith  |   President, Bottom Line Tax Services, LLC

    "Liscio is fantastic. My clients love it! Most of them use the mobile app and respond to me immediately when I ask them for something."

    Lozelle Mathai  |   Founder, Closing Your Books, LLC

    Tired of chasing client documents?

    Make it easy for them to respond.

    Need a document? No problem. Liscio enables clients to respond quickly right from their smartphone. They can scan and send documents on the go – you get them as a high-quality PDF.

    “Everything is tied together in one nice little bundle inside Liscio.”

    Karla Geldermacher

    Karla Geldmacher, Owner

    Real-Time Messaging

    Email is the new snail mail.

    Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients.

    “Our clients are now using Liscio’s Real-Time Messaging to work with us instead of email. What you notice right away is the dramatic improvement in response times. When you don’t have to share a channel with spam, phishing, or robocalls, and it’s just you and your invited clients, you get answers a lot faster. Since we’ve adopted Liscio, our support call volume has dropped by 50 percent.

    Alison Sharp

    Alison Sharp, Client Experience Manager

    Task Tracking


    Reduce deadline stress.

    Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

    Invite-Only Network

    Let’s keep it between us.

    Liscio gives you a secure, spam-free, phish-free, quiet space to work with clients.

    Liscio eliminated insecure emails and allowed us to safely exchange info. I think a program like this is inevitable with the current environment of daily data breaches.

    Cayce Rountree

    Cayce Rountree, Partner

    Integrated eSignature

    Firm-to-One Service™

    We made it easy for clients to sign here.

    eSign on screen or print, sign, and snap a pic. Compliant eSignature, communication, task tracking, and files together in one means no more hopping between apps.

    “Liscio’s eSignature feature is a huge process improvement for us as well as a security improvement because clients can fill out our forms in one secure place.

    Karen Duda, Client Services Manager

    Smarter File Management

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    With unlimited storage included.

    Clients and staff love that key documents can be quickly located and shared. Plus, you’ll never pay extra for Liscio Vault storage – it’s all included.

    Mobile App

    Let’s all work from our smartphones.

    Our mobile app gives your firm and your clients the freedom to collaborate on the go.

    Mobile App

    “We got really positive comments on the Liscio Mobile App, as it’s so much more than a portal to upload docs. It’s a complete, interactive tools/notes/tasks solution that’s been so helpful.”

    Jorge Rodriguez, Founder & Principal


    Firm-to-One Service™

    Total transparency powers seamless client experience.

    In email, communication is siloed. FirmView keeps it transparent with up-to-the-second task tracking that ensures everyone is on the same page for seamless, uninterrupted Firm-to-One Service.

    “All our staff has access to see what communications have occurred with clients. It was smooth during tax season — when a client called to see if we received something, anyone answering the phone could help them.”

    tabitha swanson

    Tabitha Swanson, President

    Amp Up Your Efficiency

    Liscio Dispatch – Securely Share Files from Anywhere

    Anything you can print to pdf, you can securely share with clients with just a few clicks. No more uploading or downloading or asking clients to use a clunky portal.

    Create Consistency & Save Time with Message Templates

    Leverage a Library of Your Frequently-Used Messages

    Leverage a Library of Your Frequently-Used Messages

    In order to save time during your busy day, Liscio has released Message Templates. Using message templates creates consistency and professionalism for your firm by allowing firm users to access commonly used messages and use them over and over again with single clients OR in bulk.

    Tame Email Once and For All

    Liscio for Outlook

    Liscio for Outlook

    Most clients will stop emailing you because Liscio fits seamlessly into their life. However, when you do receive an email, full Integration with Outlook means you can share it with the client and with your staff. Easily create a task, note, or message, attach it to the relevant client in Liscio, and that email is no longer trapped in your inbox.

    Save Money

    Firm-to-One Service™

    Trim your tech overhead.

    Having real-time messaging, client-facing task management, electronic signature, and file management in a single place saves time, clicks, and cost. Plus,you get unlimited clients and storage included.

    The Client-Centric Firm

    Everything you need to delight your clients, and your staff.

    “Liscio is easy to use, looks great, and most importantly, customers actually enjoy using it.”

    Katelyn Senn

    Katelyn Senn, Managing Member