Present a cohesive brand identity, that shows your clients exactly who they're working with and builds trust. Highlight your logo, custom color scheme, and a unique image when client's log in.
Our recent split of the firm and client experience introduces ADA-compliant legibility improvements, strengthened security features and optimized device support for seamless access across PC, Tablet, Mobile Apps, and Mobile Web.
Clients will now experience a more accessible, user-friendly, and secure platform.
No more paper organizers! Import organizers from your tax software with a simple drag-and-drop. Our system automatically matches files by client ID, creating a personalized organizer based on the client's previous year's information.
We work with the following tax softwares:
Start with our default template or create your own questionnaire! This could be tax questionnaires, monthly close checklists, new client onboarding, or any survey, Excel Sheet, or list you want to turn into an organized client request.
Take advantage of three question types:
See every client communication on a single page, that are clearly presented in chronological order. Timeline is available at both the Contact and Account level.
Connect your Gmail or Outlook, and see your emails right inside Liscio. Enabling this feature firm-wide gives visibility across staff, ensuring employees have all the information they need at their fingertips.
Eliminate the need for CC'ing and BCC'ing to keep everyone in the loop. Access email threads on the client or account level.
Utilize a dedicated business number for texting, ensuring personal phones remain personal while keeping business communications contained within the firm.