Ratings and Reviews 2 Ratings
Ratings and Reviews 952 Ratings
What is Liscio?
Many businesses find themselves in a frustrating position, waiting for clients to send vital documents, which can lead to wasted time as they sift through various platforms for essential files. Rather than persistently chasing clients for these documents, consider providing them with a convenient and secure mobile application designed for file sharing, which they will likely appreciate. With Client Experience 2.0™, driven by Liscio, accountants and bookkeepers can markedly boost their productivity. Liscio acts as a modern, secure mobile platform that enhances communication with clients and allows for the safe exchange of sensitive information, including important documents and eSignatures, all while on the go. Given that many clients prefer texting, urgent issues can often be lost amidst the clutter of email inboxes. Liscio’s Real-Time Messaging offers a secure and direct link between you and your clients, keeping you informed about all interactions with clear tracking of progress and accountability. Moreover, client-specific tasks come with text alerts and automated reminders for overdue items, ensuring that clients stay organized and updated. This efficient approach not only fosters better communication but also enriches the overall client experience, making your firm quicker and more adept at meeting client demands. By embracing such innovative solutions, you can transform your client interactions and significantly enhance your operational efficiency.
What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Karbon
Knolli
Mailchimp
Microsoft Excel
Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Karbon
Knolli
Mailchimp
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Liscio
Date Founded
2017
Company Location
United States
Company Website
liscio.me
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Categories and Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management