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Automate the Work That Slows You Down
Accounting-specific AI gives your team more time for high-value client work.
Accounting-specific AI gives your team more time for high-value client work.
Firms lose 60% of their capacity to low-value admin—emails, file management, and client follow-ups. Liscio’s accounting-specific AI eliminates the waste in one move, giving you back hours every week without hiring or retraining.
Admin Work
High-Value Work
Firms spend up to 40% of their time chasing clients for documents, signatures, and replies. Liscio ends the scramble by keeping every request, upload, and message organized in one place—so your team moves work forward instead of following up.
Stop wasting countless hours drafting routine client messages from scratch. Liscio’s Digital Assistant clears the clutter fast—creating professional, on-brand responses that sound just like you.
Liscio connects directly with SharePoint and Outlook, transforming the tools your firm already uses into an intelligent workspace. Files are automatically organized, searchable, and secure—no migration, no retraining, and no extra DMS costs.
Every message, file, task, and signature comes together in one clear view. With Liscio’s unified timeline, your team always knows what’s been sent, what’s outstanding, and what’s next—no more guessing or searching across systems.
Easily deliver tax returns, allowing clients to review, sign, and pay with guided walkthroughs.
Replace paper organizers with a simple, digital solution that’s accessible on any device and saves progress automatically.
Easily customize questions and sections to create professional client requests—no tech skills needed.
Communication between your team and clients stays safe and organized.
Client convenience and rapid responses kept inside Liscio for easier firm-side management and visibility.
Connect your Gmail or Outlook account and view your client emails alongside everything else.
Keep your clients organized and on-time with tasks, due dates, and the tools they need to move quickly.
From engagement letters to tax returns, getting a signature has never been easier.
Request and receive large files up to 2GB each. Utilize file tagging to keep documents organized.
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See what other firms have to say about the new way they can work using the powerful tools built into Liscio.
"No more physical documents, No more client notes on post its, No more lost client emails. YES - Clear, clean organized client communication and document sharing with clients!"
Liscio has been a life saver! So easy to exchange client info with the utmost confidence. Thanks!
Liscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients. Thank you so much!
I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team! Love you guys!
