TaxDome
All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.
Website: liscio.me
Liscio at a glance
- Best for
- Firms consolidating client communication into one platform
- Pricing model
- Per user
- Starting price
- $49/user/mo
- Regions
- US
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.
Pricing
Per-user pricing (annual billing) with separate tracks for advisory/bookkeeping and tax:
Advisory & Bookkeeping:
- Essentials: $49/user/month — 360° client view, secure messaging, file sharing, task management, e-signature access
- AI Pro: $59/user/month — adds AI-powered messaging, file intelligence, 100 e-signatures/user, custom branding
Tax Professional:
- Tax Solo: $49/user/month — tax gathering/delivery, e-signatures, integrations
- Tax Team: $99/user/month — 100 tax gatherings/deliveries/e-signatures per user, advanced AI
- Tax Enterprise: Contact for pricing — 500 per user, dedicated account manager
Add-on: AI-Powered File Management at $20/user/month.
Reviews
- G2: 4.6/5 (12 reviews)
- Capterra: 4.8/5 (37 reviews)
Features
Workflow Management
| Feature | Supported |
|---|---|
| List view | No |
| Kanban view | No |
| Job/work templates | No |
| Recurring jobs | No |
| Subtasks | No |
| Task dependencies | No |
| Automations | No |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | No |
| Custom fields | No |
| Tags | Yes |
| Notes | Yes |
| Leads | Yes |
| CRM sync (QBO) | No |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | Yes |
| E-signatures | Yes (with KBA) |
| White label/custom branding | No |
| Feature | Supported |
|---|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | Yes |
| Email-to-task | No |
| Email templates | No |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|---|
| Time tracking | No |
| Timers | No |
| Invoicing | No |
| Fixed fee & hourly billing | No |
| Recurring billing | No |
| Online payments | No |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | No |
| QBO invoice sync | No |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|---|
| Document storage | Yes |
| Folders | No |
| Folder templates | No |
| File sharing with clients | Yes |
| SharePoint integration | Yes |
| Google Drive | Yes |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|---|
| Time reports | No |
| Billing reports | No |
| Capacity/workload | No |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | Yes |
Integrations
| Feature | Supported |
|---|---|
| QuickBooks Online | No |
| Xero | No |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | Yes |
| Make | No |
| API | No |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|---|
| User roles | No |
| Custom permissions | No |
| 2FA/MFA | Yes |
| SSO | Yes |
| SOC 2 | Yes (Type 2) |
| Client access controls | No |
AI Features
| Feature | Supported |
|---|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | Yes |
| AI search | Yes |
Mobile
| Feature | Supported |
|---|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | Yes |
Compliance & Regulatory
| Feature | Supported |
|---|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | Yes (immediate) |
| Dedicated rep | Yes |
| Onshore support | Yes |
| Free onboarding | Yes (assisted) |
| Paid onboarding packages | No |
| Knowledge base/docs | Yes |
Liscio Alternatives
Other client portals tools for accounting firms, ordered by how much of Liscio's functionality they cover.
Client Hub
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Copilot
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ShareFile
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SmartVault
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SuiteFiles
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