Liscio

What is Liscio?

Liscio is a document management, tax organizer, tax delivery and client portal platform for accounting and bookkeeping firms. It describes itself as the admin layer between a firm and its clients, with its File Intelligence feature as the engine.

Key features of Liscio

• File Intelligence: Reads W-2s, 1099s, bank statements and phone photos, then suggests a filename, client, year and folder.
• Tax organizers: Builds a document request list from a client's prior-year Form 1040.
• Document matching: Suggests which uploaded files match outstanding requests, and staff confirm each match.
• Archive search: Finds files by client, form, issuer, year or month, and can reorganize an existing archive.
• Client checklists: Reusable onboarding and document checklists with progress tracking and reminders.
• Messaging and e-signatures: Messages, files and signatures on one client timeline, with optional knowledge-based authentication.
• Tax delivery: Sends a return from tax software to the client portal, matched by client ID.

How Liscio works

Clients upload documents to the portal, and File Intelligence reads and files each one, flagging anything it cannot identify for review. The firm sends a tax organizer built from the prior year return, and Liscio matches uploads to open requests. Finished returns print or save from tax software to Liscio for delivery.

Who uses Liscio?

Tax and bookkeeping firms use Liscio. The vendor reports 400K+ active users, 20M+ documents processed and SOC 2 certification, and promotes a migration path for firms leaving FileCabinet CS, whose support ends December 31, 2027.

Liscio pricing

Liscio lists a File Intelligence plan at $19 per user a month and a Liscio Platform plan at $49 per user a month, both billed annually, plus custom Tax Enterprise pricing. Smart Tax Organizers and tax deliveries cost $7 each, or $5 each for 1 to 499 with a bundle that requires a Platform seat. The Liscio Platform plan adds email integration, tasks, organizers, eSignature, custom branding and onboarding. The vendor offers a free demo rather than a free trial.

Liscio integrations

The vendor names tax software UltraTax CS, Lacerte, ProSeries, Drake, CCH Axcess and ProSystem fx, and storage options SharePoint, OneDrive, Google Drive and Box. Tax software delivery is set up through a Microsoft 365 business account.

Liscio alternatives

Karbon is practice management software for accounting firms, covering workflow and email rather than document intelligence. Dext captures receipts and invoices for bookkeeping. FloQast, BlackLine and Trintech are month-end close and reconciliation tools for finance teams, a different job from client document exchange.