Liscio Pricing, Features, Reviews & Comparison of Alternatives


Secure messaging platform

4.4/5 (5 reviews)

Liscio overview

Liscio is a secure messaging platform designed to help small to medium-sized finance and accounting businesses communicate and collaborate simply and securely with secure messaging, file sharing and storage, plus FirmView centralized communication, Firm-to-One-service, e-signatures, FrontDesk onboarding, a built-in CRM, mobile notifications, information requests, and more. A native mobile app enables finance and accounting advisors to communicate securely with their clients via iOS and Android mobile devices.

Secure messaging tools provide users with the technology to communicate sensitive personal information or financial data safely and securely. The invite-only messaging platform helps accounting firms avoid phishing schemes and email scams. Liscio’s 256-bit Advanced Encryption Standard (AES) technology ensures data is managed securely by encrypting data at the database level. Liscio supports secure file sharing and storage through their client portal, giving clients quick and central access to all of their important documents. Automatic email notifications and mobile push notifications alert clients immediately to any new documents or messages from the firm.

Liscio allows users to track all firm communications and activities, such as tasks, client requests and correspondence updates, from a single dashboard. Multi-layered client profile pages complete with notes ensure advisors have instant access to important customer information, as well as any major events or milestones related to them. A built-in CRM enables firms to store information on new leads and prospects and track any interactions with them from a central location. Liscio’s native mobile app gives clients the flexibility to access documents, create tasks, send messages, and more on the go via any iOS or Android mobile device.


Pricing options
Free trial
Value for money
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Business size



United States

Supported languages

Liscio screenshot: Access Liscio from any internet-enabled device, including laptops and mobiles
Liscio screenshot: Accounting firms and their clients can communicate sensitive personal and financial data safely with Liscio's secure messaging toolsLiscio screenshot: Clients have quick and central access to all documents, and they are alerted by email and mobile push notification when they receive a document or message from the firm.Liscio screenshot: Notes allow users to add insightful details to client pagesLiscio screenshot: The Liscio mobile app allows clients to access documents, create tasks and send messages on the goLiscio screenshot: Users can utilize the built-in CRM to store information on new leads and prospects and track any engagement with them

Liscio reviews

Value for money
Ease of use
Customer support
Nicole Googe

A Great Choice

Used daily for less than 6 months
Reviewed 2019-01-23
Review Source: Capterra

We are solving security and communication issues. We are also using it to consolidate our CRM, file storage, and productivity softwares into one place. It is easy to use, the customer service team is phenomenal, and rolling out the service to our clients was exceptionally easy. It was super easy to send out our engagement letters for the 2019 tax season and have people onboard as they received the letters. It also does not link to email which allows us to communicate securely and efficiently with our clients. The app is a great touch for younger clients as well.

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Emily Lancaster

Liscio Review

Used daily for 1-2 years
Reviewed 2019-02-20
Review Source: Capterra

Its super user friend, the Liscio support team and staff are always ready to help. It's not over complicated, its simple and easy to use!

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Gordon Schafer

Review Number 1.

Used daily for 6-12 months
Reviewed 2019-01-14
Review Source: Capterra

Liscio is a great company with an outstanding team to help you all the way through any problem you may have.The ease of use and it is very organized. This is a wonderful product.

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Liscio review

Used daily for less than 6 months
Reviewed 2018-12-18
Review Source: Capterra

The fact that it's transparent for all staff and it's easy to use

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Alan Levenson

Liscio and the Liscio Team

Used daily for less than 6 months
Reviewed 2018-12-18
Review Source: Capterra

We love working with the Liscio Team. They are very easy to talk to and they take ownership of our questions. They help us every step of the way. This is appreciated considering our busy schedules.We are new to Liscio. What impresses us it how easy it is to use.

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Liscio pricing

Pricing options
Free trial
View Pricing Plans

Contact Liscio for pricing information.

Liscio features

Communication Management
File Management

API (193 other apps)
Access Control (140 other apps)
Activity Dashboard (93 other apps)
Activity Tracking (88 other apps)
Automatic Notifications (121 other apps)
Chat (111 other apps)
Collaboration Tools (194 other apps)
Collaborative Workspace (144 other apps)
Commenting (133 other apps)
Customizable Branding (98 other apps)
Document Storage (130 other apps)
Drag & Drop Interface (111 other apps)
Instant Messaging (83 other apps)
Permission Management (127 other apps)
Projections (112 other apps)
SSL Security (107 other apps)
Search Functionality (167 other apps)
Third Party Integration (119 other apps)

Additional information for Liscio

Key features of Liscio

  • Secure messaging
  • 256-bit Advanced Encryption Standard
  • Secure file sharing & storage
  • Mobile push notifications
  • Mobile app
  • Built-in CRM
  • Multi-layered client profile pages
  • Notes
View All Features


Liscio is designed to replace email processes vulnerable to phishing schemes and email scams with an encrypted, invite-only client experience platform.

Secure messaging tools allow accounting firms to communicate safely with their clients and manage sensitive personal and financial data securely.

Liscio supports secure file sharing and storage, giving clients quick access to new documents or messages, and allowing users to send documents back and forth simply and securely.

Store and manage new leads and prospects from a built-in CRM system, and track any proposals and engagement letters sent to prospective clients from a central location.

Liscio supports a native mobile app, giving clients the flexibility to access tasks and documents, create tasks and send messages anytime, anywhere, via any mobile device.