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Liscio

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12 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2017

Profile Name

Star Rating

10
1
1
0
0

Liscio Reviews

Review Filters
Profile Name
Star Rating
10
1
1
0
0
Lexi H.
LH
Lexi H.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Efficiency with communication

Keeps us out of using emails and information being lost. We can make specific threads for a particular project and use the search to find it if needed.
MA
Muhammed A.
01/19/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

It provides many tools that contribute to improving the work team's performance.

All actions are simple and stored in the cloud, allowing the entire team to access them from anywhere. Liscio includes : workflow planning and automation components, email templates, and customer information in one place. Creating lists and sequences is intuitive and straightforward; I can control and customize the work for myself or others. I use a link to my mailbox and keep track of everything. I can assign a task once the email is sent because it is logged and tracked. Liscio lets you connect to multiple programs and easily export and import lists and data, saving you time and effort.
Shane P.
SP
Shane P.
Instructional Technology Facilitator
01/19/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great platform for tax purposes

Liscio is a user-friendly platform that allows for easy communication, file sharing, and collaboration. Tasks can be assigned and messages can be sent. Their customer support is great and the pricing is fair. There's a great deal of customization that can be done (i.e. tags, etc). The mobile app and web versions are simple and reliable. Last, it's encrypted and safe.

About

Contact

HQ Location:
San Francisco, CA

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What is Liscio?

Liscio is a client experience platform designed specifically for accounting firms. Their main goal is to streamline and secure communication between accountants and their clients. By leveraging technology, Liscio offers tools such as secure messaging, file sharing, and task management, all integrated into a single, mobile-friendly platform. This helps accountants deliver a superior, modern client experience, significantly improving client satisfaction and operational efficiency. The platform also emphasizes high levels of security and compliance, ensuring that sensitive financial data is protected at all times.

Details

Year Founded
2017
Website
liscio.me