Liscio 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.

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Pricing

Free Trial:
Yes

Integrations

View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
Liscio
Year Founded:
2017
Headquarters:
United States
Website:
liscio.me

Media

Liscio Screenshot 1
Liscio Screenshot 1
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Product Details

Platforms
Web-Based
Mac
Windows
Android App
iPhone App
iPad App
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours
Live Rep (24/7)

Liscio Features and Options

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

File Sharing Software

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

Collaboration Software

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

Liscio Lists

Liscio User Reviews

Write a Review
  • Name: Jim F.
    Job Title: Tax Preparer
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Owner
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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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