Liscio

Liscio is a communication and collaboration platform designed specifically for accountants and their clients. According to the vendor, it provides a single portal for accountants to communicate with their clients, exchange documents, collect electronic signatures, and manage tasks and workflows. Liscio is said to be suitable for accounting firms of all sizes, from small boutique firms to large multinational organizations. It is used by a wide range of professionals and industries including accounting firms, bookkeeping services, tax preparation services, financial consulting firms, and audit firms.

Key Features

Single Portal for Accountants: Liscio is said to provide a single portal for accountants to manage all client communication and collaboration. Accountants can access emails, text messages, files, signatures, and client requests on a single screen, which is claimed to ensure total transparency and provide a comprehensive view of client interactions.

Everything in One Place: Liscio is designed to consolidate all client communication channels into one platform. Accountants can see emails, text messages, files, signatures, and client requests in a unified view, eliminating the need to switch between multiple tools and potentially improving efficiency.

Covers Every Way Your Client Communicates: According to the vendor, Liscio supports various communication channels, including email, text messaging, mobile app, and a secure portal. Accountants can consolidate all these channels into a single portal for total transparency, aiming to meet their clients' preferences seamlessly.

Client Tools: Liscio is said to provide client tools for self-service and collaboration. Clients can access a mobile app or web portal to communicate, view tasks, and access documents, which is claimed to enable them to stay organized and have all the necessary information at their fingertips.

Secure File Transfer: Liscio allows for secure file transfer between accountants and clients, with clients being able to upload and send files up to 2GB each. The vendor states that file tagging features help keep documents organized and easily accessible.

eSignatures: According to the vendor, Liscio supports electronic signatures, making it easy for clients to sign important documents. Accountants can send engagement letters, tax returns, and other documents for electronic signing, streamlining the signing process and eliminating the need for physical signatures.

Document Scanner: Liscio includes a mobile document scanner feature, allowing clients to scan documents using their mobile devices and upload them directly to Liscio. This is claimed to ensure that clients can easily provide necessary documents to their accountants.

Email Integration: Liscio integrates with Gmail and Outlook, allowing accountants to view client emails within the platform. Emails are associated with the respective client and account, providing a comprehensive view of client communication and eliminating the need for CC'ing or BCC'ing emails.

Two-Way Texting: Liscio offers two-way texting functionality for accountants and clients. Accountants can communicate with clients via text messages within the platform, aiming to enable faster responses compared to email and keep sensitive information within the company.

Tax Organizer Requests: According to the vendor, Liscio supports client-facing workflows called Requests, with tax organizers being one of the available workflows. Accountants can upload tax organizers into Liscio and match them with the respective clients, automatically creating custom request lists based on the information provided.