The #1 Client Portal for Accountants and The #1 Document Management System Come Together

The SmartVault + Liscio integration combines document management with seamless client communication, allowing you to focus on what matters most.

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All-in-one client portal
Works on any device (phone, tablet, PC)
Includes advanced automation tools for tax organizers, tax delivery, and client requests
Allows clients to self service from anywhere

Single source of truth for firm documents
Scales reliably without crashing
Unlimited storage, bank-grade security, and seamless integration with Liscio
Automatic backups and automatic folder creation with robust organization and categorization

Save 60% of Admin Time with Liscio and SmartVault

Automate Document Gathering

Eliminate document gathering time with customizable templates for client onboarding, monthly close checklists, and more. Liscio's tax automation features include personalized tax organizer and tax return delivery flows, including gathering signatures on Forms 8879. Liscio automatically follows up with clients until the documents are received.

Get Answers Fast

Clients get all the tools they need to respond fast from any device (phone, tablet, or PC). Features include electronic signatures, bulk file upload, secure messaging, and a mobile document scanner.

Effortless File Transfers

Automatically open the right SmartVault directory for the Liscio account you're working on, saving time and clicks. Seamlessly push and pull files between Liscio and SmartVault without the need to download or re-upload.

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Real Results from Our Clients

"I've been using the SmartVault and Liscio integration since it was released, and it has revolutionized our document management and client communications. The seamless integration between the two allows us to effortlessly manage and share documents with clients in a secure and efficient manner. This integration has saved us dozens of hours and reduced errors in document handling."

Caleb L. Jenkins, EA, CQP

Tax Professional & Certified QuickBooks ProAdvisor, RLJ Financial

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