Liscio
Client portal software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$49 per user per month
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Education and training
- Manufacturing
What is Liscio
Liscio is a client communication and portal platform designed primarily for professional services firms, with a strong focus on accounting and tax practices. It centralizes secure messaging, document exchange, e-signatures, and client task/request workflows in a branded client experience. The product is used to reduce email-based back-and-forth and to track client-facing requests and deliverables across engagements. It typically sits alongside a firm’s practice management, tax, and document management systems rather than replacing them.
Client communication centralization
Liscio consolidates client messaging, file sharing, and requests into a single portal experience, reducing reliance on email threads. Firms can keep a clearer audit trail of client interactions and attachments tied to specific requests. This is particularly useful for recurring, deadline-driven work where missing information creates delays. The portal-first approach aligns well with firms that want consistent client-facing processes.
Secure document exchange
The platform supports secure document collection and delivery through the client portal, which helps firms avoid sending sensitive files over email. It also supports e-signature workflows, enabling clients to review and sign documents within the same experience. This combination can streamline common accounting/tax processes such as organizers, engagement letters, and deliverable packages. Security-oriented workflows are a core fit for regulated client data.
Structured client request workflows
Liscio provides tools to create and track client requests (e.g., missing documents, confirmations, approvals) with status visibility. This structure helps teams manage follow-ups and reduces manual chasing across inboxes. Compared with more general-purpose portal tools, the workflow emphasis is geared toward service delivery and client responsiveness. It supports operational consistency across staff members handling the same client.
Narrower scope than suites
Liscio focuses on client communications and portal workflows rather than offering an all-in-one CRM, project management, billing, and automation suite. Organizations seeking a single system to manage the full client lifecycle may need additional tools. This can increase integration and administration requirements. Fit is strongest when paired with existing practice management and accounting systems.
Integration depth varies
Firms often need Liscio to connect with tax, document management, and practice management applications to avoid duplicate data entry. The availability and depth of integrations can vary by the systems a firm uses and may require process adjustments. If key systems are not well supported, teams may rely on manual workarounds. Integration evaluation is important during selection.
Adoption and change management
Client portals require both internal staff and clients to change communication habits, especially when moving away from email. Some clients may resist creating accounts or using a new channel for uploads and signatures. Firms may need onboarding materials, reminders, and internal enforcement to realize benefits. Without consistent usage, information can fragment across portal and email.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials | $49 per user/month (annual) | 360° Client View; Secure Messaging & File Sharing; Unlimited Storage; eSignature access*; Task Management; Mobile & Web Apps; Email Integration; Includes Onboarding. *Usage-based pricing applies. |
| AI Pro | $59 per user/month (annual) | Everything in Essentials plus AI-powered message access*; AI file intelligence (coming soon); Instant AI file retrieval (coming soon); 100 eSignatures per user*; Custom Branding; Includes Onboarding. *Additional usage beyond included amounts billed separately. |
| Add On: Website | $79+ per month | Professional website design & hosting; Custom branded portal; Limited-time offering. |
| Tax Solo | $49 per user/month (annual) | Personalized Tax Gathering & Delivery access*; eSignatures access*; 360° Client View; Tax-specific integrations; Encrypted Messaging & File Sharing; AI-powered file management & secure messaging. *Usage-based pricing applies. |
| Tax Team | $99 per user/month (annual) | Everything in Tax Solo plus 100 Personalized Tax Gatherings per user*; 100 Personalized Tax Deliveries per user*; 100 eSignatures per user*; Advanced AI features; Custom Branding. |
| Tax Enterprise | Contact Us | 500 Personalized Tax Gatherings per user*; 500 Personalized Tax Deliveries per user*; 500 e-Signatures per user; Full AI Suite Access; Dedicated Account Manager; White Glove Onboarding. |
| AI-Powered File Management (add-on) | $20 per user/month | AI-powered file search; Automatic file renaming; AI-assisted file tagging; Review & approve AI changes before finalizing; Microsoft OneDrive and SharePoint integration. |
| File CS Transfer & Migration | Contact Us | White-glove migration process; Files exported to SharePoint; SOC 2 compliant. |
