Name: Liscio
Price: 40 USD
Rating: 10 (1 reviews)
Author: Liscio

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

Accounts Payable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

Deception Technology

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

Software Asset Management

Storage Management

Telecom Expense Management (TEM)

User Virtualization

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Digital Content Creation

Email Deliverability

Email Marketing

Employee Advocacy

Headless CMS

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Awards Management

Card Management

Dealer Management

Healthcare Learning Management

Investment Portfolio Management

Medical Scheduling

Retail Analytics

Text Analysis

Vertical-Specific

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### Client Communication
User sentiment regarding Liscio's client communication capabilities is generally positive, with many users highlighting the platform's secure and streamlined communication channels. Clients appreciate the ease of sending messages, notifications, and emails within the platform, which enhances responsiveness and organization. However, some users express concerns about the lack of certain features, such as the ability to incorporate logos or signatures in messages, or the challenge of onboarding less tech-savvy clients. Despite these minor drawbacks, Liscio's client communication tools are seen as valuable assets in maintaining efficient and secure interactions with clients.

### Client Feedback and Interaction
Users unanimously praise Liscio for its exceptional client management and team collaboration capabilities. When it comes to client feedback and interaction, users have expressed satisfaction with the platform's ability to facilitate secure communication with clients and simplify the process of document sharing. The task management feature, which automates reminders for clients to complete outstanding tasks, has been particularly well-received for enhancing client engagement. While some users have highlighted areas for improvement, such as the ability to convert assigned tasks into internal to-dos, overall feedback indicates that Liscio is responsive to user suggestions and continuously works to enhance its client feedback and interaction functionalities.

### Document Management
Users generally praise Liscio's document management features. The platform's secure document storage and sharing capabilities have garnered positive feedback, with users highlighting the ease of finding and organizing files. The ability to securely exchange confidential information with clients and the convenience of templates for saving time on repetitive tasks have been well-received. Additionally, users appreciate the platform's focus on security and the peace of mind it provides when handling sensitive documents. The overall sentiment leans towards satisfaction with Liscio's document management functionalities.

### File Security and Privacy
Users consistently praise Liscio for its robust security features and privacy measures. The general sentiment among reviewers is that Liscio provides a secure platform for exchanging confidential information with clients, offering peace of mind and an extra layer of security. Clients appreciate the ease of sharing documents securely with accountants and attorneys, as well as the convenience of having messaging, emailing, and file sharing all in one secure place. The emphasis on security and privacy in Liscio is seen as a significant advantage, instilling confidence in users when handling sensitive data.

### Team Collaboration
Users consistently praise Liscio's team collaboration features. The general sentiment among reviewers is that Liscio's team collaboration capabilities are robust and effective. Many users appreciate the ease of assigning tasks to team members, tagging documents for quick retrieval, and the overall security of the platform for sharing confidential information within the team. The positive feedback extends to the customer service provided by the Liscio team, with users highlighting the continuous development efforts to enhance the software for better team collaboration. While some users have expressed minor concerns about certain features, the overall consensus leans towards Liscio being a valuable tool for facilitating team collaboration and communication within organizations.

### Time Management
Users consistently highlight Liscio's time management features as a key strength, emphasizing its ability to streamline workflows, save time, and enhance overall efficiency. The platform's intuitive design and task management tools are commended for keeping users on track and organized, ultimately contributing to improved productivity and time allocation. Additionally, the real-time communication capabilities within Liscio are noted for their effectiveness in optimizing time utilization and facilitating prompt client responses.

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.

Security and Reliability: Users appreciate the secure platform that Liscio provides for exchanging confidential information with clients. Several reviewers have mentioned that they feel confident in the security measures implemented by Liscio, ensuring the confidentiality of sensitive data.

User-friendly Interface: The user interface and experience of Liscio are highly praised by users. Many reviewers have stated that the software is easy to use and intuitive, making it convenient for both clients and team members to navigate and utilize. 

Time-saving Document Storage: Liscio's fully searchable document storage feature has been commended by users for its time-saving capabilities. Numerous reviewers have mentioned that this feature helps them stay organized and quickly find files as long as they are properly tagged, streamlining their workflows.

Difficult Client Adoption: Some users have struggled to get less tech-savvy clients on board with using Liscio, not because the software isn't user-friendly, but because these clients are accustomed to using email.

Limited Feature Improvements: One user mentioned that Liscio has only made minimal improvements to its features since they started using it in May 2021. 

Inefficient Communication Workflow: The lack of seamless communication among team members when handling tasks has been a major pain point for some users. This requires them to waste time checking messages individually to see if a task has been completed.

Liscio has proven to be an incredibly helpful tool for client management and team collaboration, receiving positive feedback from users who have found it to be a game-changer. The software's implementation team is responsive and easy to work with, making the transition smooth for users. With Liscio, users can securely correspond with their clients, eliminating concerns about email security. This platform also makes it easy for clients to scan and upload documents using their phones, streamlining workflows and saving time for both users and clients. Users appreciate that Liscio allows them to set clear expectations with new clients on communication and information exchange. In addition, the software's large file size limit enables users to upload training videos and large data files without any issues. By reducing the time spent requesting documents from clients and following up on their receipt, Liscio helps improve efficiency and productivity. Although there are areas for improvement, users generally find Liscio to be a great software at a reasonable price for individual firms. Overall, Liscio has had a positive impact on firms' operations by enhancing communication, improving document management, and providing a secure all-in-one platform for users.

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Overview

What is Liscio?