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Liscio description
Liscio is a client portal designed for accountants to communicate and collaborate with their clients securely. It offers features such as secure messaging, file sharing, e-signatures, and task management. Liscio helps accounting firms streamline client interactions, improve efficiency, and provide a modern client experience. It replaces email and traditional paperwork with a centralized platform accessible on computers and mobile devices. Liscio is highly regarded in the accounting industry and integrates with popular accounting software.
Who is Liscio best for
Liscio is a client portal designed for accountants to streamline client communication and workflow. It offers secure messaging, file sharing, and e-signatures, replacing traditional email and paperwork. Users praise Liscio's user-friendly interface and efficient client management tools but note some difficulties with less tech-savvy clients. It integrates with popular accounting software and is highly regarded for its secure platform and responsive customer support.
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Best for small accounting firms.
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Ideal for finance, banking, and insurance companies.
Liscio features
| Supported Liscio offers client management, communication, and workflow automation features. |
| Supported Files can be shared with clients via the portal, secure messaging, email, and text. |
| Supported Liscio allows creating and assigning tasks to both clients and team members. |
| Supported Liscio supports real-time messaging with clients. |
| Supported Liscio automates tax return delivery with customized walkthroughs, e-signatures, and payment links. |
| Supported Liscio offers a user-friendly interface for signing documents electronically. |
We evaluate the sentiment that users express about non-functional aspects of the software
Reliability and Performance
Liscio reviews
We've summarised 52 Liscio reviews (Liscio GetApp reviews, Liscio Capterra reviews and Liscio G2 reviews) and summarised the main points below.
- Excellent and responsive customer support.
- User-friendly interface, easy to navigate.
- Secure platform for document sharing and communication.
- Mobile app is convenient for clients.
- Keeps client communications organized and efficient.
- Difficult to get less tech-savvy clients to use.
- Lack of advanced folder system.
- No option to customize email invitations.
- Email notifications for messages require an additional login step.
- Limited texting features, only notifications.
Liscio pricing
The commentary is based on 3 reviews from Liscio Capterra reviews and Liscio G2 reviews.
Liscio's pricing is generally considered fair, offering good value for its features. While some users desired more advanced functionalities for the price, others found it cost-effective and praised the administrative time and money saved.
Users sentiment
See the Liscio pricing page.
Pro
Everything you need to collaborate efficiently with clients, during tax season and beyond.
Enterprise
Add email intelligence and enterprise integrations, plus bulk discounts on texting, Smart Organizers, Smart Delivery and more.
Liscio alternatives
Gainsight Customer SuccessBetter fit for larger teams focused on customer success management for SaaS and similar businesses. A Gainsight Customer Success alternative for accounting firms needing client portals.Read more
SuralinkBetter for larger enterprise customers and legal and professional service firms. Has stronger momentum in terms of employee growth. Lacks real-time chat and mobile access for clients.Read more
TimworksBetter fit for smaller accounting firms and online businesses. Integrates with Dext and Hubdoc. Offers a free plan.Read more
ZapScaleBetter fit for B2B SaaS companies focused on customer success management. More focused on Software, IT, and Telecommunications, less on Finance, Banking, and Insurance. Lacks client portal and advanced communication features.Read more
Kitchen.coBetter for broader industry application. More appealing pricing for smaller businesses seeking a Liscio alternative or competitor. Easier to use with better customer support, but implementation can be more challenging.Read more
HubfloBetter for small to medium-sized businesses in the US. Has more momentum. Includes CRM, billing, and AI-powered features. Broader ideal customer profile.Read more
Liscio FAQ
What is Liscio and what does Liscio do?
Liscio is a secure client portal built for accountants to enhance communication and collaboration with their clients. It offers features like secure messaging, file sharing, e-signatures, and task management, streamlining workflows and improving client experience. Liscio helps accounting firms move away from email, providing a centralized platform accessible on any device.
How does Liscio integrate with other tools?
Liscio integrates with popular accounting software, though specific integrations are not listed. It offers features like secure messaging, file sharing, e-signatures, and task management to streamline client interactions. This enhances client communication and centralizes workflows within one platform.
What the main competitors of Liscio?
Liscio competes with client portal and communication software like Suralink and Timworks, which are specifically designed for accounting firms. Other alternatives for client engagement and workflow automation include EverAfter, ZapScale, and Kitchen.co. These options cater to broader business needs but offer similar functionality.
Is Liscio legit?
Yes, Liscio is a legitimate client portal platform designed for accountants. It offers secure communication, file sharing, and e-signatures, receiving positive ratings for its user-friendly interface and efficient client management capabilities. However, some users find it challenging for less tech-savvy clients.
How much does Liscio cost?
Liscio's Pro plan costs $720 annually. Enterprise plan pricing is custom. Add-ons like Smart Tax Organizers and Two-Way texting incur additional costs. Contact Liscio for detailed product pricing.
Is Liscio customer service good?
Customers consistently praise Liscio's customer service as "excellent," "responsive," and "always ready to help." Users highlight the helpfulness of the support team and their continuous work on improving the product. A dedicated customer service representative is also a valued asset for many users.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.