Liscio

Liscio

软件开发

San Francisco，CA 1,389 位关注者

The Single Portal for Accountants. Everything you and your clients need to work together.

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关于我们

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

网站
https://liscio.me/
所属行业
软件开发
规模
2-10 人
总部
San Francisco，CA
类型
私人持股
创立
2017
领域
Customer Experience、CX、Accounting、Client Communication、Collaboration、Mobile App、File Sharing、File Storage、Secure Messaging、Messaging、Task Mangement、Secure File Sharing and Storage、Accounting Firm、Tax、Accountant、Automation、Real Time、CRM、Professional Services、IRS、Software、Accounting Software、Tax and Accounting Software、Communication Platform、Collaboration Platform、Client Communication、Client Collaboration、Secure Sharing、front-office platform、customer experience platform、To-Dos、Wealth Management、Mortgage Brokers、Estate Lawyers、File Management、Client Platform、real-time messaging、mobile app、Electronic Signature、e-signature、compliant、Front Office、Front Office Platform、Client Experience、Client Experience Platform、Task Tracking、eDocs和eSignature

地点

Liscio员工

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动态

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    Are you overwhelmed by document management? ?? Our upgraded SMART, SmartVault + Liscio integration is designed to eliminate the hassle of manual clicks and make your workflow smoother than ever. Learn how you can save time and enhance efficiency—watch the video now! ??"

    查看SmartVault Corporation的公司主页，图片
    SmartVault Corporation

    5,160 位关注者

    Fewer clicks, more impact. ?? Our revamped SmartVault + Liscio integration is your ticket to a frictionless, smarter workflow. Watch to see how easy it is to start saving clicks - the best part? It takes just seconds to get up and running, at no extra cost! Learn more: https://lnkd.in/dvqWr3SP

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    ?? Exciting news from our CEO, Chris Farrell! We’re thrilled to introduce our next-generation Smart Tax Organizer, designed to simplify tax season for both preparers and clients. A huge thank you to our incredible team for their dedication and hard work, and to our customers for their invaluable feedback and trust. Together, we’re raising the bar and making tax season brighter for everyone. ?? Check out the Smart Tax Organizer Client Experience below and see how it can transform your tax season! ?? #Liscio #SmartTaxOrganizer #Innovation"

    ?? Today, we’re excited to unveil our next-generation Smart Tax Organizer—a labor of love and innovation aimed at transforming tax season for preparers and clients alike. This milestone wouldn’t have been possible without the hard work and passion of our developers, designers, and product leaders. Each one of you brought this vision to life, pushing through challenges to deliver something truly special. And to our customers—your feedback, trust, and partnership were invaluable every step of the way. Thank you for inspiring us to keep raising the bar. Our Smart Tax Organizer is our humble offering to simplify the complex, reduce stress, and make tax season a little brighter for everyone. Here’s to many more seasons of making life easier for tax preparers and clients. ?? #innovation #taxseason #productlaunch #gratitude

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    ?? We love hearing how Liscio is transforming the accounting experience! Check out this fantastic review from Network Management Group, Inc., showcasing the impact our platform has on streamlining client communication and enhancing productivity.

    Check out the latest edition of the Accounting Technology Lab podcast where NMGI (Network Management Group, Inc.)'s Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Liscio, a client experience platform that centralizes communication, document collection, and task management for accounting firms. https://www.nmgi.com #accounting #technology #NMGI

    Review of Liscio - The Accounting Technology Lab Podcast - Oct. 2024

    Review of Liscio - The Accounting Technology Lab Podcast - Oct. 2024

    cpapracticeadvisor.com

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    Exciting news! Our SmartVault Corporation integration just got smarter! Say goodbye to endless clicking through folders and hello to streamlined document management. ? We’ve taken out all the manual clicks—now you can easily export and import client files to and from SmartVault with just one click, instantly opening the matching client directory! ?? Experience a secure and seamless integration! Level up your document management today! Watch the video to see how it works! ?

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    It's time to simple your processes! With the SmartVault integration we make it easy to import and export documents without leaving Liscio.

    查看SmartVault Corporation的公司主页，图片
    SmartVault Corporation

    5,160 位关注者

    You're toggling between apps and websites hundreds of times per day, which kills your focus and productivity. The Liscio + SmartVault integration brings document management, client communications, and automated tax processes into one seamless platform. Streamline your workflow, amplify your focus: https://lnkd.in/gGbYWaz8

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    If you missed our webinar, now is the perfect time to discover how your firm can drive results while saving time this busy season! Watch the on-demand webinar to learn more!? ? ?

    查看SmartVault Corporation的公司主页，图片
    SmartVault Corporation

    5,160 位关注者

    If you missed our UltraTax CS Efficiency Hack webinar, don’t worry! ?? The on-demand version is now available: https://lnkd.in/g85_P8TS Leave crash-prone, outdated systems in the rearview mirror with the power-packed combo of Liscio + SmartVault. Watch at your convenience and learn how to: ??Streamline your entire tax preparation process ??Enhance document management and client communication ??Offer flexibility with mobile-friendly solutions ??Support your firm's growth with scalable tools

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  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    Tired of wasting hours gathering client documents during tax season? ??? In our recent webinar with Caleb L. Jenkins, EA, CQP of RLJ Financial Services Inc. and Daniel Fritz, CSM of SmartVault Corporation we revealed how 370 firms identified this as their #1 time drain. But there’s a solution! ?? With Liscio and SmartVault, you can streamline document collection and securely store everything in one place. Ready to ditch the outdated systems? Watch the recap and discover how to save time and improve the client experience below! Learn More! ? https://lnkd.in/eqFSmQDs

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    The SmartVault and Liscio integration transforms document management and client communication for accounting firms, saving time and enhancing security! Check out how Caleb L. Jenkins and his firm have already saved hours using the integration in the case study below!

  • 查看Liscio的公司主页，图片
    Liscio

    1,389 位关注者

    If you're an UltraTax CS user tired of the frustrations with FileCabinet CS, this is your chance to see how SmartVault Corporation + Liscio offers a more reliable, modern solution! How UltraTax Users Will Benefit from This Webinar: ?? Rock-Solid Reliability: No more crashes and slowdowns—SmartVault + Liscio offers a stable, crash-free experience. ?? Enhanced Client Experience: Modern communication tools that your clients will love, unlike clunky client portals. ?? Automated Tax Flow: Simplify tax gathering and delivery with automated processes that save time and reduce manual tasks. Ready for a more reliable, easy-to-use system? Don’t miss it! Sign Up: https://lnkd.in/ex_ERMYB

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