Pricing Plans

Annual plan
Monthly plan

Core

$40
/month per user

$480 billed anually

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All-in-one Portal
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Two-Way Texting - $25/line
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Timeline View
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Email Integration
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Popular

Pro

$60
/month per user

$720 billed annually

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All Core Features
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Two-Way Texting - $15/line
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Build-your-own Requests
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PDF Editor (Coming Soon!)
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Enterprise

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Speak with a Liscio Expert for a quote

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All Core and Pro Plan Features
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Email Intelligence + Internal Auditing
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Enterprise Integrations
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Core

$50
/month

Pricing per user license

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All-in-one Portal
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Two-Way Texting - $25/line
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Timeline View
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Email Integration
Request a Demo
Popular

Pro

$75
/month

Pricing per user license

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All Core Features
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Two-Way Texting - $15/line
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Build-your-own Requests
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PDF Editor (Coming Soon!)
Request a Demo

Enterprise

Contact Us

Contact a Liscio Expert for a Quote

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All Core and Pro Plan Features
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Email Intelligence + Internal Auditing
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Enterprise Integrations
Request a Demo

Pricing Breakdown

Features
All-in-one Portal
Mobile Apps
Mobile Web
Timeline View
Email Integration
Secure Messaging
Secure File Transfer
Engagement Letters
Business Texting
Client Workflow Requests
DMS Integrations
Smart Tax Organizers
Smart Tax Delivery
eSignatures
Knowledge-Based Authentication
Advanced Security & Permissions
Core
Request a Demo
All-in-One Portal
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Mobile Apps
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Mobile Web
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Timeline View
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Email Integration
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Secure Messaging
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Secure File Transfer
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Engagement Letters
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Business Texting
$25/line
Client Workflow Requests
2 Generic Templates
DMS Integrations
SmartVault, OneDrive, SharePoint, Google Drive, Box
Smart Tax Organizers
Not Included
Smart Tax Delivery
Not Included
eSignatures
$1 per envelope
KBA
$2 each
Advanced Security & Permissions
Standard Roles
Pro
Request a Demo
All-in-One Portal
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Mobile Apps
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Mobile Web
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Timeline View
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Email Integration
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Secure Messaging
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Secure File Transfer
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Engagement Letters
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Business Texting
$15/line
Client Workflow Requests
Unlimited Custom Templates
DMS Integrations
SmartVault, OneDrive, SharePoint, Google Drive, Box
Tax Organziers
$5 each
Tax Delivery
$5 each (without KBA)
$7 each (with KBA)
eSignatures
$1 per envelope
KBA
$2 each
Advanced Security & Permissions
Standard Roles
Enterprise
Request a Demo
All-in-One Portal
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Mobile Apps
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Mobile Web
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Timeline View
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Email Integration
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Secure Messaging
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Secure File Transfer
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Engagement Letters
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Business Texting
Up to 5 lines included
Client Workflow Requests
Unlimited Custom Templates
DMS Integrations
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eSignatures
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KBA
Call Us
Tax Organizers
Call Us
Tax Delivery
Call Us
Advanced Security & Permissions
Custom Roles

Custom Branding

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Basic Custom Branding

Your logo, background image, and colors.

Growth Custom Branding

Additional brand assets for your website, social media,
and more.

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