Liscio Pricing, Features, Reviews & Comparison of Alternatives

Liscio

Secure messaging, file sharing & eSignature platform.

4.62/5 (13 reviews)

Liscio overview

What is Liscio?

Liscio is a secure messaging platform designed to help small to medium-sized accounting businesses communicate and collaborate simply and securely with secure messaging, file sharing and storage, e-signatures, plus FirmView centralized communication, mobile notifications, text message notifications, tasks management, and more. The platform is accessible via browser as well as via native iOS and Android mobile apps.

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. Liscio’s native mobile apps gives firms and their clients the flexibility to access documents, create tasks, send messages, and more on the go via any iOS or Android mobile device.
liscio.me

Pricing

Starting from
$40/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
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
Features
Ease of use
Customer support
  4.8
  4.3
  4.6
  4.8
Michele Germain

Great Security And Easy to Use

Used daily for 6-12 months
Reviewed 2020-05-02
Review Source: GetApp

Our clients know that we are careful with their information but adding Liscio to our business gives us a higher level of security. I feel much more confident when I talk about our services since starting with Liscio.

Pros
As the sales director of our accounting firm, the security feature really helps in the sales process. People now, more than ever are thinking of security as a high priority. And so are we! Liscio gives me extra confidence when I am talking to prospective clients because I know that their information will be safe. Our accountants love it because it makes it easier to communicate between offices.

Cons
There's nothing I don't like about Liscio. There is a bit of a learning curve, but the customer support is outstanding. I never feel like I'm bothering anyone with my questions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Samantha Guerrero

MY CLIENTS AND MYSELF ARE SO HAPPY

Used daily for less than 6 months
Reviewed 2020-10-08
Review Source: Capterra

So far Liscio has be awesome, i have never recieved so much positive feedback from clients so fast. I had a client actually say "Can’t thank you enough for getting this Liscio system Sam. You have just reduced my anxiety 100%. :) " , he has always had issues with any other file share system and with this one he loved it. Clients who have over 5+ business said Liscio is so nice and organized it will make it easy for them to keep their files on track! I still need some training which liscio is more than happy to do for me and others, just haven't had a chance yet, but once i do i know im going to love this even more. DO NOT HESITATE to get Liscio, i was so nervous to make the wrong choice but i am so happy now :)

Pros
- easy to set up - very simple look, which makes it easy for clients to learn -all of our accounts are set up nicely -easy to fix contacts, plus share files -easy to set up additional users

Cons
- not being able to send an actual "text" , the text is nice but just another way of notification - the email invitation i would like to be able to customize

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Liscio review

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

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

Cons
There seems to be too many options for file sharing, clients and staff are not sure which way to get share documents. There is not a 'settings' option for contacts. Not all contacts need access to all the information and/or documents shared on the account.

Response from Liscio


HI there! About file sharing - we do have a few ways to share files in order to accommodate the many different ways our clients like to work. But, if you're looking for the quickest and easiest way to share files in Liscio, just send a message and attach the file with it. The file will be routed to the recipient's Contact File section. And unlike email where you get phished non-stop and have to stress over every click of an attachment, our file sharing happens on a secure network with just you and your invited clients.

About contacts settings - only designated Account Owners can view or edit their company's Account Profile. By default (for security reasons), your clients can only see files associated with their own individual Contact Profile. So, unless you've designated a client as an Account Owner, they will only see files that are relevant to them.

Hope that clarifies things. If not, feel free to give us a call at (888) 547-2460 and we'll gladly walk you through it!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Lynda Artesani

Compliance, Security and Client Communication - all in one product

Used daily for 2+ years
Reviewed 2020-08-10
Review Source: Capterra

This app is an integral part of my workflow. I use it as my practice management tool as well as for client communication and document storage.

Pros
In my firm, it all comes down to securely moving documents and communication with my clients. Liscio does all of that and then some. I am able to share documents with my team. We can assign our clients tasks. I love how I can tag documents and find them quickly. My clients also find Liscio easy to use. I work with attorneys and law firms so data security is my #1 concern. This one app allowed me to remove 2 apps from my app stack. It is constantly evolving and getting better, Their support team is the best! Some of my clients like to use texting. Liscio supports messaging securely through texting too.

Cons
I did not like the emails that came when I email within the platform. But one phone call to support and they shut off that feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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.

Pros
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.

Cons
It is a newer software and some features that I would like to see are not yet there. Additionally it doesn't link to email (which is a GREAT thing for security, but a bit difficult for some of our clients to get on board with).

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Liscio pricing

Starting from
$40/month
Pricing options
Subscription
View Pricing Plans

Contact Liscio for pricing details.

Liscio features

File Management

API (336 other apps)
Access Control (243 other apps)
Activity Dashboard (208 other apps)
Activity Tracking (148 other apps)
Automatic Notifications (192 other apps)
Chat (168 other apps)
Collaboration Tools (370 other apps)
Collaborative Workspace (239 other apps)
Commenting (209 other apps)
Customizable Branding (180 other apps)
Document Management (224 other apps)
Document Storage (240 other apps)
Drag & Drop Interface (185 other apps)
Permission Management (207 other apps)
Projections (152 other apps)
Reporting & Statistics (156 other apps)
Search Functionality (282 other apps)
Third Party Integration (253 other apps)
Workflow Management (158 other apps)

Additional information for Liscio

Key features of Liscio

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

Benefits

Liscio replaces cluttered and vulnerable email with a delightful, 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.

Liscio gives clients the flexibility to access tasks and documents, create tasks and send messages anytime, anywhere, via any mobile device.