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Client experience platform for accounting firms
Liscio is client portal software offering a secure client portal for accounting firms with messaging, file exchange and e-signatures. Founded in 2016 and based in Chicago, Illinois, USA, Liscio helps CPA and tax firms work more efficiently and achieve better outcomes.
Liscio is built for CPA and tax firms. It suits teams that want secure client messaging without spreadsheets and disconnected tools.
Compared with alternatives like SmartVault, Liscio differentiates on secure client messaging. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Liscio for growing teams. Contact for a quote.
Advanced Liscio for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| secure client messaging | , | |
| document exchange | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| e-signatures | , | |
| client requests | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Practice management for accounting firms
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