Product Avatar Image

Liscio

Show rating breakdown
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
Verified User in Law Practice
UL
Verified User in Law Practice
12/09/2022
Validated Reviewer
Verified Current User
Review source: Organic

Very easy to use software

I use it with my accountant and find it very intuitive. He sends me reminders on LIscio and then I can easily upload necessary documents in a secure manner.
JR
Jennifer R.
06/29/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great client dashboard!

Liscio personnel are so helpful and informative! They are continuously working on their product and paving the way for future integrations with things we use regularly.
Leah I.
LI
Leah I.
President at Leah Ilanah - Bookkeeping and Tax Services
06/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Outstanding Client Management Software

Liscio is the best software for our client-facing and team collaborating communications needs. It is easy to use, which is very important because our clients would otherwise not accept and use the software. The fully searchable document storage is a time saver and keeps us organized. Tasks and e-docs help us to stay on track. Adobe Sign is a built-in feature for documents we need to be signed in real-time. Email integration adds to speed up and streamline workflows and procedures. Liscio's customer service is outstanding and extended to our clients. This was the best software implementation that we have made in a long time, and we are looking for new features to be added that will help our practice management.

About

Contact

HQ Location:
San Francisco, CA

Social

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