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Description
Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.
Description
Experience unparalleled security for your information when sharing with external parties, specifically tailored for government and regulated sectors. Objective Connect is an advanced external file-sharing solution that empowers you with full oversight of the information exchanged outside your organization. It enables you to extend your internal governance to external collaboration while retaining authority over shared documents. Work seamlessly across various devices and teams, regardless of geographical boundaries, ensuring that there is always one consistent version of the truth. All actions are logged, allowing you to track who accessed what and when, all within a single platform. You have the power to determine which documents can be shared externally, as you can send containers of documents directly from your established file plan. Prior to any document being shared, comprehensive checks on access permissions, security protocols, and specific conditions are conducted. The system offers two-way synchronization with your existing file management, guaranteeing that all users are informed of the latest updates. Any files you receive are systematically organized in the appropriate location and marked to keep your metadata consistently accurate, fostering an environment of efficiency and trust in your data handling processes. This comprehensive approach not only streamlines your workflows but also enhances overall collaboration.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Karbon
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Integrations
Amazon Web Services (AWS)
Karbon
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Liscio
Founded
2017
Country
United States
Website
liscio.me
Vendor Details
Company Name
Objective Corporation
Founded
1987
Country
Australia
Website
www.objective.com/products/objective-connect
Product 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
Product Features
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Government
Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management
