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.

Pricing

Free Trial Offered?:
Yes

Integrations

All Liscio Integrations
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Screenshots and Video

Liscio Screenshot 1
Liscio Screenshot 1

Company Facts

Company Name:
Liscio
Date Founded:
2017
Company Location:
United States
Company Website:
liscio.me

Product Details

Deployment
SaaS
Mac
Windows
Android
iPhone
iPad
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Support
Web-Based Support
Standard Support
24 Hour Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Liscio Categories and Features

File Sharing Software

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Document Management Software

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

Collaboration Software

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

More Liscio Categories

Liscio Customer Reviews

Write a Review
  • Reviewer Name: Jim F.
    Position: Tax Preparer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Solved our communication problem

    Date: Dec 10 2023
    Summary

    Solved our problems with clients sending information in everywhere. Looking forward to using the business texting feature to stop clients from texting to personal phones.

    Positive

    Easy to use. We were able to get some of our older retired clients to use it. Didn't require a change to our back-office systems. Excellent support.

    Negative

    Would have preferred to buy the software online. No free trial.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Security is nice... functionality could improve

    Date: May 30 2022
    Summary

    Support team is spectacular, and for a secure file sharing option for sensitive information like tax documents, bank information, credentials, this is a great option to have. I don't see a better option out there for this kind of thing. But I prefer other methods for communication. Using Liscio to replace email can be clunky in some ways, so I prefer slack for that, though slack isn't exactly the same level of security. For run-of-the-mill conversations, slack does the job for my firm though.

    Positive

    I love being able to tell clients that I have a military-grade security file sharing option. Support is great. UI is clean and views are dynamic.

    Negative

    There were some quarks in the functionality. The email function is also a bit clunky.

    Read More...
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