Liscio
What is Liscio? Liscio is the #1 client portal for accountants, providing everything firms and clients need to securely work together.
📝 What is Liscio?
"Liscio is a client portal designed specifically for accountants, facilitating secure communication and document sharing between firms and clients."
🔑 Key Features
Tasks
Keep clients organized and on-time with due dates.
Timeline
View all client communication on a single page.
Secure Messages
Secure, in-network communication channel for you and your clients.
Email Integration
Outlook and Gmail Management for Accountants.
Two-Way Texting
Get answers fast without using your personal phone.
Custom Branding
Your fully branded client portal.
Client Tools
Everything your clients need to self-serve.
Personalized Tax Organizers
Automate your tax gathering process.
File Transfer
Every client file in a single place.
Unverified Page
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Are you the vendor of Liscio? Verify this page to ensure all data is accurate and up-to-date.
Verify This Page🤖 AI Capabilities
Overview
No specific AI capabilities mentioned on the website.
Capabilities
AI Models
💰 Pricing and Plans
Pricing Overview
Pricing details are available on the website, but specific tiers are not listed in the provided content.
🔒 Security and Compliance
Security Overview
Liscio emphasizes secure communication and document sharing, but specific compliance certifications are not mentioned.
Security Measures
- Secure in-network communication
- Document sharing with confidence
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Liscio's unique selling points include secure communication, personalized client interactions, and a comprehensive client portal.
- Secure communication
- Personalized client interactions
- Comprehensive client portal
Future Developments
No specific future developments mentioned.
Integration and Deployment
Liscio integrates with various applications like Adobe Sign, Gmail, Outlook, QuickBooks Online, and Karbon.
Integrations:
- Adobe Sign
- Gmail
- Outlook
- QuickBooks Online
- Karbon
- SmartVault
Deployment Type: cloud-based
User Interface
Works on any device including PC, Tablet, Mobile Apps, and Mobile Web.
Mobile app available
Support and Resources
Support types and training resources are not detailed in the provided content.
Support Types:
Training Resources:
🌐 Links
🎉 Success Stories and Testimonials
Customer Feedback
Testimonials highlight the efficiency and time-saving benefits of using Liscio.
"Using Liscio saved me 60% of my time."
Felecia Dixson
"Clear, clean organized client communication and document sharing!"
Deanna Johnson
"So easy to exchange client info with the utmost confidence."
Angel Przybylowicz
"Liscio was exactly what we needed to combine our tech stack."
Shannon Sheridan
"It has completely changed my firm, onboarding, and how I interact with my team!"
Katey Maddux
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Liscio? Verify this page to ensure all data is accurate and up-to-date.
Verify This Page🔗 Related Tools
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