Liscio

Liscio is a client communication and collaboration platform designed specifically for accounting practices. It focuses on streamlining interactions between firms and their clients by providing a centralized, secure portal for document management and communication. Key features include document sharing, task tracking with reminders, and real-time messaging, all accessible through user-friendly mobile apps for both firms and clients.

One of the primary benefits of Liscio is its ability to integrate all client interactions into a single platform, reducing the complexity of managing multiple communication channels. This approach simplifies administrative tasks, such as preparing and sending tax organizers, which can be automated and personalized for each client. By leveraging modern technology, Liscio helps accounting firms improve client satisfaction by offering a seamless and efficient experience, similar to what clients expect from banking apps and secure portals.

Liscio's design emphasizes ease of use and integration with existing systems, allowing firms to maintain their current back-office software while enhancing their client-facing operations. This approach ensures that firms can quickly implement Liscio without significant disruptions to their workflow, making it easier to manage client data and communications effectively.