Client Experience 2.0

Starts Here

Firm Experience
Do More Together

Sit down to work with everything you need at your fingertips. Liscio seamlessly combines all client communication in a single interface so you and your team can work fast.

In Focus View

Everything In One Place

Secure messaging, client-facing tasks, file exchange and storage, electronic signatures, client invoicing, client emails, and more in a single platform.

Liscio saved my life! Before Liscio, I had sleepless nights. I was overwhelmed; I felt disorganized.

Dave Kersting
Capovario

Hear More

Secure Messaging + Email

Supercharge your email

Add emails to Contacts and Clients for firm-wide transparency or turn them into tasks, notes, or secure messages with a click.

Liscio is AWESOME! I feel so much more organized with all I need at my fingertips!

Donna McCoy
Dreamcatcher Bookkeeping

Hear More

Tasks

Click. Send. Done

Specialized tasks make sure both clients and staff have clear direction. Automatic reminders make sure they actually get completed. Get more done faster.

Liscio has changed my practice and given me so much time back.

Michelle Austell-Lee
M. Austell Accounting & Advisory

Hear More

Transparency

Never Miss A Beat

Client Service Teams, Away, and Custom Views allow for seamless, stress-free time-off for all while ensuring your clients never experience dropped balls.

Liscio is AWESOME! I don't use my client portal anymore! Thank You Liscio!

Benita Manlgona
Benita A Manlgona, CPA

Hear More

Additional Features

Send Anything For eSignature

From engagement letters to tax returns, getting a signature has never been easier.
Keep Your Personal Phone Personal

Clients want to text. Liscio text alerts and Messages keep things secure and in one place.
Send Your Biggest Files

Request and receive large files up to 5GB each.
Get Paid Faster

Send invoices for mobile and online payment using Stripe (ACH and Credit Card).
Send Documents From Anywhere

Send files directly to Liscio from any software. No download / upload required.
Save Time With Templates

Send your most common documents and messages in seconds.

Client Experience Exceed Expectations

Give your clients and prospects a 5-star experience they’ll tell others about.

Mobile App

Reimagine Client Experience

Your digital experience is the face of your firm. With biometric login, document scanning, and secure messaging, everything is simple and in clients’ pockets.

Intuitive UI

Beautifully Organized

Keep your clients organized and on-time with task lists, automatic reminders, and the tools they need to move quickly.

Empowering Client DIY

Self-Service for Everyone

Your clients want to self-service, so let them! Superior service for them. Fewer disruptions for you.

Integrations

We understand you want choices. That’s why we give you the tools to build the perfect tech stack for your firm -- without interrupting what already works.

See Our Partners