About Liscio
Liscio is a client communication software from Liscio that supports document sharing, messaging, and task management for accounting firms. It combines secure messaging, file exchange, and task tracking so firms can collaborate effectively with clients. Liscio allows users to manage client interactions in one place, ensuring that important information is readily available. It also provides mobile access so clients can stay connected on-the-go. Key capabilities: secure messaging document sharing task management mobile access client dashboard Best for: accounting firms that need a centralized platform for client engagement and collaboration.
Liscio Details
Vendor
Liscio
Year Launched
2017
Location
San Francisco, California
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
USA
Languages
English
Users
Accountants, Financial Advisors, Lawyers, Small Business Owners, Consultants.
Industries Served
Primarily serves accounting firms and their clients.
Tags
Client portal, accounting software, secure messaging, document management, e-signatures, tax solutions, client collaboration.
Liscio's In-App Market Place
Does Liscio have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Comprehensive Client Collaboration – Secure messaging, file sharing, and task management in one platform.
- Mobile-Friendly – Dedicated apps for iOS and Android.
- Built-in eSignatures – No need for third-party software.
- Automated Tax Tools – Streamlines document collection and filing.
- Secure & Encrypted – Ensures data privacy for firms and clients.
- Limited Integrations – Supports only a few third-party tools.
- No Free Plan – Pricing starts at $75 per user per month.
- U.S.-Focused – Primarily serves firms in the United States.
- No In-App Marketplace – Lacks an internal app store for add-ons.
- Learning Curve – New users may require training to navigate the features.