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Liscio
Client portal with secure messaging, tasks, e-signature and document filing for accounting, bookkeeping and tax firms.
| What the AI does | Message Assistant drafts replies in Secure Messages; Voice-to-AI turns a client's spoken reply into a drafted message; File Intelligence auto-names and files uploads (vendor calls it 'math, not AI') |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices |
| Starting price | $19/user/mo (annual billing); Liscio Platform $49/user/mo (annual billing) |
| Pricing model | Per user/month |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Client Communication, Portals & AI Receptionists |
| Also fits | Document Collection, OCR & Data Entry |
| Works with | Outlook, Gmail, UltraTax, Lacerte, ProSeries, Drake, CCH Axcess, CCH ProSystem fx, SmartVault, OneDrive, Google Drive, Box, SharePoint |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Liscio is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place. It also fits the Document Collection, OCR & Data Entry category.
What it costs
Liscio starts at $19/user/mo (annual billing); Liscio Platform $49/user/mo (annual billing), per user/month. Ask the vendor about a trial when you reach out.
Good to know
Liscio is a client-experience platform built for accounting, tax and bookkeeping firms: secure messaging and a branded mobile app, client tasks with due dates, organizers and document collection, e-signature, and File Intelligence that names and files incoming documents. File Intelligence alone is $19/user/mo on annual billing; the full Liscio Platform is $49/user/mo, with organizers and tax deliveries at $7 each pay-as-you-go or $4–$5 in bundles. Message Assistant drafts replies in Secure Messages and Voice-to-AI turns a client's spoken reply into a message. SOC 2 certified, with a FileCabinet CS migration offer.
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