Liscio is a file intelligence and client collaboration platform that helps accounting firms organize documents and run client-facing tax and bookkeeping workflows.
– AI-assisted classification, renaming, search, mobile scanning, and centralized storage keep accounting files consistent and findable
– Secure messages, email, text, files, signatures, and account history create a unified client communication timeline
– Smart organizers, document checklists, tax delivery, engagement letters, reminders, and branded portals automate client actions
– Fits accounting and tax firms that need document-centered client collaboration alongside an existing practice management system.
