Liscio

software

★★★★½4.4(297 reviews)

About

Secure client communication, document exchange, and AI-powered workflow platform designed for accounting firms to replace email with secure messaging and task management.

Overview

Best-in-class secure client communication platform that replaces email for accounting firms with AI-powered workflow features.

client communication accounting document management secure messaging client portal tax workflow AI

Pros

+Replaces email with secure, organized client messaging
+Unlimited file sharing and storage with up to 5GB per file
+AI automates tax workflows and file management
+Mobile notifications and text message alerts for clients
+FirmView provides centralized communication visibility

Cons

-Focused on communication — not a full practice management suite
-Pricing can add up with AI Pro and AI file management add-ons
-Clients may resist adopting a new communication platform

Integrations

QuickBooksXeroLacerteProSeriesDrakeUltraTax

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Details

HeadquartersDenver, Colorado, USA

Typesoftware

Pricing

Model

subscription

Platforms

webiosandroid

Community

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