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Liscio

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

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Star Rating

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Liscio Reviews

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Star Rating
10
1
1
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BB
Brittany B.
06/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Secure Client Communications and Task Management

Liscio has a great task management feature. It automatically reminds clients to complete outstanding tasks once a week so I don't have to ask for items and documents I need as much. I also am grateful for the extra layer of security and peace of mind. The Liscio team is constantly making upgrades and listening to client feedback.
Verified User in Accounting
UA
Verified User in Accounting
05/14/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

User friendly work management software

All the clients are allocated one account wherein we can find everything in one place such as contact details, files and messages. It can be accessed by all the team members at once. What I like the most is the feature of sending notifications by text. It helps in getting responses faster. We can also draft standard emails to be sent to clients and it picks the contact details automatically which reduces the chances of sending emails to the wrong recipients. It is a secure platform to share confidential documents.
David W.
DW
David W.
We Transform Your Accounting Into a Strategic System and Partner With You In Using It to Find and Make More Money!
04/15/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Liscio: A Great Client Communications Tool

Keeps client communications private and out of email Great Support

About

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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