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Description
Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.
Description
Promote memberships, packages, or individual sessions seamlessly via a user-friendly online platform designed for clients. Incorporate third-party payment systems, manage billing and documentation effortlessly, and enable direct bank deposits for convenience. Enhance client interaction through a personalized app and web portal, allowing easy access for clients to purchase and enroll in your services directly from their mobile devices. Leverage automated communications, such as emails and text messages, to provide reminders, implement targeted marketing strategies with customized sign-up links, issue receipts, and keep clients updated on any schedule changes. This comprehensive approach not only simplifies the process for clients but also streamlines your operations for maximum efficiency.
API Access
Has API
API Access
Has API
Integrations
Karbon
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$35 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Liscio
Founded
2017
Country
United States
Website
liscio.me
Vendor Details
Company Name
gymGO
Founded
2016
Country
United States
Website
gymgo.com
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Product Features
Personal Trainer
Appointment Scheduling
Assessments
Attendance Tracking
Billing & Invoicing
Certification Tracking
Client Management
Commission Management
Exercise Library
Fitness Assessments
Fitness Plan
Nutrition Program
Online Store
Payment Processing
Wellness Plans
eCommerce
