Liscio Description

If you're like most businesses, you spend a lot time waiting for clients. You may also spend countless hours searching for the right thing across multiple platforms. Give your clients a mobile file-sharing app that is easy, secure and fun to use. Liscio is the beginning of Client Experience 2.0™. The best part about Liscio is that accountants, bookkeepers, and bookkeepers can move much faster. Liscio allows firms to communicate with clients, exchange sensitive information, eSignatures and other documents from anywhere. It is secure, modern, and mobile. Clients love to text. It's easy for urgent business to get lost in emails. Liscio's Real-Time messaging is a secure hotline between your clients and you. With easy-to-track progress, ownership, and who, what, and when, you will always know the who, what and when. Client-facing tasks are kept on track with automated mobile reminders and text alerts for overdue items.

Pricing

Free Trial:
Yes

Integrations

View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Liscio
Year Founded:
2017
Headquarters:
United States
Website:
liscio.me

Media

Liscio Screenshot 1
Liscio Screenshot 1
Recommended Products
Secure your business by securing your people. Icon
Secure your business by securing your people.

Over 100,000 businesses trust 1Password

Take the guesswork out of password management, shadow IT, infrastructure, and secret sharing so you can keep your people safe and your business moving.
Try it free for 14 days

Product Details

Platforms
SaaS
Mac
Windows
Android
iPhone
iPad
Type of Training
Documentation
Webinars
Live Online
In Person
Customer Support
Online
Phone Support
24/7 Live Support

Liscio Features and Options

Document Management Software

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 Software

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Collaboration Software

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Liscio Lists

Liscio User Reviews

Write a Review
  • Name: Jim F.
    Job Title: Tax Preparer
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Solved our communication problem

    Date: Dec 10 2023

    Summary: Solved our problems with clients sending information in everywhere. Looking forward to using the business texting feature to stop clients from texting to personal phones.

    Positive: Easy to use. We were able to get some of our older retired clients to use it. Didn't require a change to our back-office systems. Excellent support.

    Negative: Would have preferred to buy the software online. No free trial.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Owner
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Security is nice... functionality could improve

    Date: May 30 2022

    Summary: Support team is spectacular, and for a secure file sharing option for sensitive information like tax documents, bank information, credentials, this is a great option to have. I don't see a better option out there for this kind of thing. But I prefer other methods for communication. Using Liscio to replace email can be clunky in some ways, so I prefer slack for that, though slack isn't exactly the same level of security. For run-of-the-mill conversations, slack does the job for my firm though.

    Positive: I love being able to tell clients that I have a military-grade security file sharing option. Support is great. UI is clean and views are dynamic.

    Negative: There were some quarks in the functionality. The email function is also a bit clunky.

    Read More...