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Liscio Claim

Leading client portal software for accountants.

Liscio Overview

Liscio is a game-changing app tailored for accountants, revolutionizing how financial professionals manage their workflow. With Liscio, you can effortlessly streamline client interactions, document sharing, and task management all within a single, intuitive platform. Securely exchange sensitive financial data using end-to-end encryption and facilitate quick approvals with built-in e-signatures, ensuring compliance with industry regulations. Liscio's client portals provide a personalized space for clients to access documents, reducing the back-and-forth of email communication. Real-time notifications keep everyone in the loop, enabling faster responses and improved client service. Say goodbye to the complexity of traditional accounting software and embrace Liscio's user-friendly, feature-rich solution for a more efficient and productive practice.

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Liscio Screenshot & Video

Contact Details

  • Vendor Name Liscio
  • Founded 2017
  • Location United States
  • Employees 1-10

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Information Services, Information Technology & Services

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Liscio Features

  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Project Management
  • Arrow Icon Screen Sharing
  • Arrow Icon Drag & Drop
  • Arrow Icon @mentions
  • Arrow Icon Communication Management
  • Arrow Icon Discussions/Forums
  • Arrow Icon Commenting/Notes
  • Arrow Icon File Sharing
  • Arrow Icon Real Time Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Video Conferencing
  • Arrow Icon Chat/Messaging
  • Arrow Icon Version Control
  • Arrow Icon Task Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Content Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Task Scheduling
  • Arrow Icon To-Do List
  • Arrow Icon Prioritization
  • Arrow Icon Tagging
  • Arrow Icon Assignment Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Secure Data Storage
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Authentication
  • Arrow Icon Electronic Signature
  • Arrow Icon Drag & Drop
  • Arrow Icon Real Time Synchronization
  • Arrow Icon Task Management
  • Arrow Icon Version Control
  • Arrow Icon Tagging
  • Arrow Icon Collaboration Tools
  • Arrow Icon Search/Filter
  • Arrow Icon Email Management
  • Arrow Icon File Transfer
  • Arrow Icon Activity Tracking
  • Arrow Icon User Management
  • Arrow Icon Encryption
  • Arrow Icon Commenting/Notes
  • Arrow Icon Automatic Backup
  • Arrow Icon Messaging
  • Arrow Icon File Management
  • Arrow Icon Calendar Management
  • Arrow Icon Softphone
  • Arrow Icon Video Conferencing
  • Arrow Icon Meeting Management
  • Arrow Icon Remote Support
  • Arrow Icon Communication Management
  • Arrow Icon Time Zone Tracking
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Electronic Signature
  • Arrow Icon Live Chat
  • Arrow Icon Video Chat
  • Arrow Icon Task Management
  • Arrow Icon Workflow Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Progress Tracking
  • Arrow Icon Employee Activity Monitoring
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Management

Liscio Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment

Plans & Packages

Core

$50 Per Month

Liscio FAQs

Liscio is a game-changing app tailored for accountants, revolutionizing how financial professionals manage their workflow. With Liscio, you can effortlessly streamline client interactions, document sharing, and task management all within a single, intuitive platform. Securely exchange sensitive financial data using end-to-end encryption and facilitate quick approvals with built-in e-signatures, ensuring compliance with industry regulations. Liscio's client portals provide a personalized space for clients to access documents, reducing the back-and-forth of email communication. Real-time notifications keep everyone in the loop, enabling faster responses and improved client service. Say goodbye to the complexity of traditional accounting software and embrace Liscio's user-friendly, feature-rich solution for a more efficient and productive practice.

  • No, Liscio does not offer a free version.

  • No, Liscio does not offer any free trial.

  • No, Credit Card details are not required for the Liscio trial.

  • Liscio offers the following pricing plans & packages:

    Core

    $50 Per Month

  • Liscio supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, Liscio does not offer an API.

  • Liscio offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • Liscio offers training with the following options:
    • In-person , Webinar , Documentation

  • Liscio supports the following languages:
    • English

  • Following are the typical users of the Liscio:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Liscio supports the following deployment:
    • Cloud Hosted

  • Liscio supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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