# Karbon vs Liscio

| Attribute | Karbon | Liscio |
|---|---|---|
| **vioscaleAI score** | 59.5 (74% (medium)) | 56.8 (53% (medium)) |
| content.faq | `[{"answer":"A comprehensive practice management platform built for accounting and bookkeeping firms to automate workflows, manage client relationships, coordinate team collaboration, and handle billing and document management. Includes client portals, time tracking, task automation, and integrations with popular accounting software. It is indexed under Accounting Practice Management.","source":"https://karbonhq.com/pricing/","question":"What is Karbon?","confidence":0.6},{"answer":"Karbon is a paid product; published pricing starts at $59 per user per month. It is sold across 3 plans (Team, Business and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://karbonhq.com/pricing/","question":"How much does Karbon cost?","confidence":0.6},{"answer":"Karbon supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://karbonhq.com/pricing/","question":"What platforms does Karbon support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Karbon, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://karbonhq.com/pricing/","question":"Can Karbon be self-hosted?","confidence":0.6},{"answer":"We have confirmed 40 integrations for Karbon, including Google Workspace, Outlook, QuickBooks Online, Xero, Juno, Gusto, Uncat and Microsoft Teams, plus 32 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://karbonhq.com/pricing/","question":"What does Karbon integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and GDPR for Karbon. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Karbon not holding them. Always confirm compliance directly before you rely on it.","source":"https://karbonhq.com/security/","question":"What security certifications does Karbon have?","confidence":0.7},{"answer":"Karbon is available in the United States, the United Kingdom, Canada, Australia, Brazil, Mexico and South Africa.","source":"https://karbonhq.com/pricing/","question":"Where is Karbon available?","confidence":0.75}]` | `[{"answer":"A document intelligence platform that automates client document collection, tax organizer distribution, and tax return workflows for accounting and tax firms. It is indexed under Accounting Practice Management.","source":"https://www.liscio.me","question":"What is Liscio?","confidence":0.6},{"answer":"Liscio is a paid product; published pricing starts at $31200. Pricing changes often, so verify at source before relying on it.","source":"https://www.liscio.me","question":"How much does Liscio cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Liscio. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.liscio.me","question":"What platforms does Liscio support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Liscio, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.liscio.me","question":"Can Liscio be self-hosted?","confidence":0.6},{"answer":"We have confirmed 5 integrations for Liscio, including UltraTax, Lacerte, ProSeries, Drake and CCH. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.liscio.me","question":"What does Liscio integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for Liscio. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Liscio not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.liscio.me","question":"What security certifications does Liscio have?","confidence":0.48},{"answer":"Liscio is available worldwide. Its primary market is the United States.","source":"https://www.liscio.me","question":"Where is Liscio available?","confidence":0.5}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A comprehensive practice management platform built for accounting and bookkeeping firms to automate workflows, manage client relationships, coordinate team collaboration, and handle billing and document management. Includes client portals, time tracking, task automation, and integrations with popular accounting software. | An automation platform for accounting firms that processes incoming client documents, manages client communications and requests, and handles tax season workflows with built-in e-signature capabilities. |
| features.capabilities | `{"iso_27001":false,"soc2_type_ii":true,"quickbooks_xero_two_way_client_sync":true,"secure_client_portal_document_upload":true,"kba_irs_compliant_e_signatures_form_8879":true,"automated_client_document_request_chasing":true,"time_tracking_and_wip_work_in_progress_billing":true,"email_integration_and_automatic_timeline_triage":true,"recurring_workflow_templates_by_tax_return_type":true,"proposal_generation_and_upfront_payment_collection":true}` | `{"iso_27001":false,"soc2_type_ii":false,"quickbooks_xero_two_way_client_sync":false,"secure_client_portal_document_upload":true,"kba_irs_compliant_e_signatures_form_8879":true,"automated_client_document_request_chasing":true,"tax_software_proconnect_lacerte_integration":true,"time_tracking_and_wip_work_in_progress_billing":false,"email_integration_and_automatic_timeline_triage":true,"recurring_workflow_templates_by_tax_return_type":true,"proposal_generation_and_upfront_payment_collection":true}` |
| integrations.count | 21 | 15 |
| integrations.list | `[{"name":"Google Workspace"},{"name":"Outlook"},{"name":"QuickBooks Online"},{"name":"Xero"},{"name":"Juno"},{"name":"Gusto"},{"name":"Uncat"},{"name":"Microsoft Teams"},{"name":"TaxBandits"},{"name":"Aider"},{"name":"Google Calendar"},{"name":"Active","native":false},{"name":"Anchor","native":false,"category":"payments"},{"name":"Canvas","native":false,"category":"accounting"},{"name":"Dext","native":false},{"name":"Filed","native":false,"category":"tax"},{"name":"Intuit ProConnect","native":false,"category":"tax"},{"name":"Collect","native":false,"direction":"inbound"},{"name":"Gmail","native":false,"category":"email","direction":"inbound"},{"name":"Google Drive","native":false,"direction":"bidirectional"},{"name":"HubSpot","native":false,"category":"crm","direction":"inbound"},{"name":"Ignition","native":false,"category":"proposals"},{"name":"Mailchimp","native":false,"category":"email"},{"name":"Melio","native":false,"category":"payments"},{"name":"Microsoft Office 365","native":false,"category":"email"},{"name":"OneDrive","native":false,"direction":"bidirectional"},{"name":"Dropbox","native":false,"direction":"bidirectional"},{"name":"DocuSign","native":false},{"name":"Liscio","native":false},{"name":"Replicon","native":false,"category":"time_tracking"},{"name":"Wdesk","native":false,"category":"accounting"},{"name":"Soraban","native":false,"direction":"inbound"},{"name":"Tallyfor","native":false,"direction":"bidirectional"},{"name":"Truss","native":false,"category":"tax"},{"name":"Trustero","native":false,"direction":"inbound"},{"name":"XPM","native":false,"direction":"bidirectional"},{"name":"Zapier","native":false,"category":"automation"},{"name":"Tax1099","native":false,"category":"tax"},{"name":"BGL","native":false},{"name":"Float","native":false,"category":"planning"},{"name":"Intuit Mailchimp","native":true,"category":"email"},{"name":"OneNote","native":true,"direction":"bidirectional"},{"name":"QuickBooks Online Accountant","native":true,"category":"accounting","direction":"bidirectional"}]` | `[{"name":"UltraTax"},{"name":"Lacerte"},{"name":"ProSeries"},{"name":"Drake"},{"name":"CCH"},{"name":"Adobe Sign","native":true,"category":"signatures","direction":"outbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Gmail","native":true,"category":"email","direction":"bidirectional"},{"name":"Google Drive","native":true,"category":"cloud storage","direction":"bidirectional"},{"name":"OneDrive","native":true,"category":"cloud storage","direction":"bidirectional"},{"name":"SharePoint","native":true,"category":"cloud storage","direction":"bidirectional"},{"name":"SmartVault","native":true,"category":"document management","direction":"bidirectional"},{"name":"GruntWorx","native":true,"category":"tax/document processing","direction":"outbound"},{"name":"Zoom","native":true,"category":"video conferencing","direction":"outbound"},{"name":"Calendly","native":true,"category":"scheduling","direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Team","summary":"$59/user/mo (annual) or $79/user/mo (monthly)","features":["Integrated Email","Team Collaboration Tools","Workflow and To-Do Lists","Time Tracking & Budget Reporting","Billing","Payments","Engagements"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"user","amount":79,"period":"month","currency":"USD"}],"description":"Essential workflow and collaboration tools for small accounting firms","contactSales":false},{"free":false,"name":"Business","summary":"$89/user/mo (annual) or $99/user/mo (monthly) — most popular","features":["All Team features","Automatic Client Reminders","Task Automation","Industry Integrations"],"components":[{"kind":"per_unit","unit":"user","amount":89,"period":"month","currency":"USD"},{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Workflow automation and integrations for growing practices","contactSales":false},{"free":false,"name":"Enterprise","summary":"Custom pricing","features":["All Team and Business features","Enterprise Platform","Advanced Collaboration","Security and Reporting Tools"],"description":"Collaboration, security and reporting tools for large accounting firms","contactSales":true}],"addOns":[{"name":"Karbon eSignature Credits","components":[{"kind":"one_time","amount":100,"currency":"USD"},{"kind":"one_time","amount":450,"currency":"USD"},{"kind":"one_time","amount":800,"currency":"USD"},{"kind":"one_time","amount":1300,"currency":"USD"},{"kind":"one_time","amount":2000,"currency":"USD"}]},{"name":"Payment Processing","components":[{"of":"transaction","kind":"percentage","plus":{"amount":0.3,"currency":"USD"},"rate":2.6},{"of":"transaction","kind":"percentage","plus":{"amount":0.3,"currency":"USD"},"rate":3.6},{"of":"transaction","kind":"percentage","plus":{"amount":0.3,"currency":"USD"},"rate":3.9},{"of":"transaction","kind":"percentage","plus":{"amount":0,"currency":"USD"},"rate":1}]}],"summary":"From $59/user/month (billed annually). Custom pricing for enterprise.","currency":"USD","freeTier":false,"sourceUrl":"https://karbonhq.com/pricing/","retrievedAt":"2026-08-24T09:46:25.004Z","startingPrice":{"unit":"user","amount":59,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"File Intelligence","summary":"$19/user/mo billed annually","features":["Documents read, classified, and named automatically","Full folder structure kept intact","SharePoint, OneDrive, Google Drive connectivity","Secure file exchange and storage","File history per client","Web and mobile apps","Unlimited files (subject to fair use)"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":19,"period":"month","currency":"USD"}],"description":"Automatic document processing and secure storage with cloud integrations","contactSales":false,"includedLimits":{"files":"unlimited (subject to fair use)"}},{"free":false,"name":"Liscio Platform","summary":"$49/user/mo billed annually","features":["Everything in File Intelligence","Email integration (Outlook and Gmail)","Client tasks, requests, and due dates","Organizers and document collection","eSignature","Custom branding","Onboarding included"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Everything in File Intelligence plus client workflow management tools","contactSales":false},{"free":false,"name":"Tax Team","summary":"$99/user/mo billed annually","features":["Everything in Liscio Platform","Tax-specific integrations","Advanced automation across the season","Priority support","100 personalized tax gatherings per year","Unlimited packaged tax deliveries per year","Unlimited eSignatures per year"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Everything in Liscio Platform with tax-specific automation and priority support","contactSales":false,"includedLimits":{"eSignatures":"unlimited/year","tax_deliveries":"unlimited/year","tax_gatherings":"100/year"}}],"addOns":[{"name":"Organizer","components":[{"per":{"qty":1,"unit":"organizer"},"kind":"metered","amount":5,"currency":"USD"}]},{"name":"Firm Website","components":[{"kind":"fixed","amount":29,"period":"month","currency":"USD"}]},{"name":"Tax Return Delivery"},{"name":"eSignature (overage)"}],"summary":"From $19/user/mo billed annually. Monthly plans available by request.","currency":"USD","freeTier":false,"sourceUrl":"https://www.liscio.me/pricing/","retrievedAt":"2026-10-12T21:46:21.682Z","startingPrice":{"unit":"seat","amount":19,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | mid | mid |
| pricing.starting_price | `{"amount":59,"currency":"USD"}` | `{"amount":19,"currency":"USD"}` |
| pricing.transparent | yes | yes |
| reliability.sla_pct | 99.9 | - |
| security.certifications | `[{"name":"SOC 2 Type II","level":"Type II","status":"active","auditor":"independent CPA firm"}]` | - |
| security.disclosure_policy | yes | - |
| security.gdpr | yes | - |
| security.soc2 | yes | yes |
| security.trust_center | https://karbonhq.com/resources/karbon-data-privacy-and-gdpr-compliance-roadmap/ | https://www.liscio.me/resources/security-and-compliance-requirements-for-accounting-firms/ |

## Capabilities (Accounting Practice Management)

| Capability | Karbon | Liscio |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Secure client portal document upload | ✓ | ✓ |
| Automated client document request chasing | ✓ | ✓ |
| Kba irs compliant e signatures form 8879 | ✓ | ✓ |
| Recurring workflow templates by tax return type | ✓ | ✓ |
| Email integration and automatic timeline triage | ✓ | ✓ |
| Time tracking and wip work in progress billing | ✓ | ✗ |
| Proposal generation and upfront payment collection | ✓ | ✓ |
| Quickbooks xero two way client sync | ✓ | ✗ |
| Tax software proconnect lacerte integration | - | ✓ |
| SOC2 type ii | ✓ | ✗ |
| ISO 27001 | ✗ | ✗ |

*Source: vioscaleAI. Generated 2026-10-16T18:31:56.479Z. "-" = undocumented, not absent.*