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
eSignatures
Knowledge-Based Authentication
Tax Organizers
Tax Delivery
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, Google Drive
eSignatures
$1.50 per envelope
*Bundle and save
KBA
$2 each
*Bundle and save
Tax Organizers
Not Included
Tax Delivery
Not Included
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, Google Drive
eSignatures
$1.50 per envelope
*Bundle and save
KBA
$2 each
*Bundle and save
Tax Organziers
$4 each
Tax Delivery
$7 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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