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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
For your team to securely send and receive large files while ensuring compliance and proof of delivery, safedrop offers an efficient solution. This innovative plugin enables the transmission of attachments of any size while adhering to regulatory requirements. Its straightforward installation makes it accessible for your entire team, and the background upload feature allows continued work even when handling substantial files. Digital signatures provide enhanced flexibility for online document management, enabling any document to be signed without the need for prior preparation or adding fields. This functionality significantly reduces the time and effort typically required for document preparation. Additionally, safedrop's inbox guarantees that your team can receive documents safely, as senders are thoroughly verified, files undergo virus scanning, and team members can preview files before downloading them. With these features, safedrop not only streamlines the process but also ensures a higher level of security and efficiency in document handling.
API Access
Has API
API Access
Has API
Integrations
Karbon
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
OD Consultancy
Founded
2001
Country
United Kingdom
Website
safedrop.com
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