Liscio
Secure, mobile, client communication for accountants & bookkeepers.
Overview
Liscio is designed to replace insecure email and provide a modern, mobile-friendly platform for accountants to communicate with their clients. It offers secure messaging, file sharing, task management, and e-signatures in an easy-to-use app for both the firm and its clients.
✨ Key Features
- Secure Messaging
- Mobile App for Clients and Firm
- File Sharing and Storage
- Task Management
- E-Signatures
- Branded Client Portal
🎯 Key Differentiators
- Mobile-first design for an exceptional client experience.
- Focus on real-time communication to replace email.
- Simple, intuitive interface for both clients and firm staff.
Unique Value: Delivers a superior client experience through a secure, mobile-first platform that makes it incredibly easy for clients to respond and share documents.
🎯 Use Cases (4)
✅ Best For
- Improving client response times through mobile notifications and messaging.
- Simplifying the process for clients to send documents by using their phone's camera.
- Centralizing all client communication in one secure platform.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that need comprehensive workflow automation and practice management features.
🏆 Alternatives
Unlike platforms focused on internal firm workflow, Liscio is built from the ground up to optimize the firm-to-client interaction.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
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