Liscio

Liscio is a secure client communication and document exchange platform built for accounting firms. It replaces email-based client communication with encrypted messaging, document sharing, e-signatures, and task management in a single app.

Firms use Liscio to organise client interactions into threaded conversations tied to specific clients and tasks, rather than relying on email where requests and documents get lost across inboxes. Clients interact through a mobile app or web portal where they can upload documents, sign forms, respond to information requests, and message their accountant. Automated file request features send clients pre-built checklists of needed documents, which is particularly useful during tax season.

The platform includes secure document storage, real-time notifications, and e-signature capabilities. It is best suited for firms that want a dedicated, secure client communication channel separate from general email — particularly those handling sensitive financial documents that benefit from encryption and organised tracking.