Everything you need, nothing you don’t. Choose the right plan and see how Liscio makes client communication effortless.
A powerful starting point for bookkeepers to manage client work, exchange files securely, and keep everything organized in one place.
360° Client View
Secure Messaging & File Sharing
Unlimited Storage
eSignature access*
Task Management
Mobile & Web Apps
Email Integration
Includes Onboarding
*Usage-based pricing applies. Schedule a demo for details.
For firms looking to get ahead with intelligent workflows to speed up communication and reduce admin work.
Everything included in Essentials, plus...
AI-powered message access*
AI file intelligence (coming soon)
Instant AI file retrieval (coming soon)
Unlimited eSignatures
Includes Onboarding
Custom Branding
*Additional usage beyond included amounts billed separately.
Designed for solo tax professionals who want to work smarter, not harder. Get everything you need to securely collaborate with clients and start automating key tasks.
Access to Personalized Tax Gathering*
Access to Personalized Tax Delivery*
Access to eSignatures*
360° Client View
Tax-specific integrations
Encrypted Messaging & File Sharing
AI-powered file retrieval & messaging (coming soon)
Web and Mobile Apps
* Usage-based pricing applies. Schedule a demo for details.
Everything included in Tax Solo, plus...
100 Personalized Tax Gatherings per user*
100 Personalized Tax Deliveries per user*
100 eSignatures per user*
Advanced AI features
Custom Branding
*Additional usage beyond included amounts billed separately.
For larger firms with high volumes and complex needs. Unlock full automation, advanced AI, and hands-on support for a premium client and team experience.
Everything included in Tax Team, plus...
500 Personalized Tax Gatherings per user*
500 Personalized Tax Deliveries per user*
500 e-Signatures per user
Full AI Suite Access
Dedicated Account Manager
White Glove Onboarding
*Additional usage beyond included amounts billed separately.