Liscio
Begin managing documents and expand to firm-wide operations
- Vendor
- Liscio, Inc.
- Also known as
- liscio
Available worldwide · Popular in: US
What is Liscio?
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.
Liscio pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $19/user/mo billed annually. Monthly plans available by request.
File Intelligence
Automatic document processing and secure storage with cloud integrations
- files
- unlimited (subject to fair use)
- 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)
Liscio Platform
Everything in File Intelligence plus client workflow management tools
- Everything in File Intelligence
- Email integration (Outlook and Gmail)
- Client tasks, requests, and due dates
- Organizers and document collection
- eSignature
- Custom branding
- Onboarding included
Tax Team
Everything in Liscio Platform with tax-specific automation and priority support
- eSignatures
- unlimited/year
- tax_deliveries
- unlimited/year
- tax_gatherings
- 100/year
- 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
Add-ons
- Organizer$5 per organizer
- Firm Website$29/mo
- Tax Return Delivery
- eSignature (overage)
What Liscio does
The capabilities that matter for accounting practice management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- 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
- ✗
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (15)
Independently observed- Adobe Sign→•
- Outlook⇄•
- Gmail⇄•
- Google Drive⇄•
- OneDrive⇄•
- SharePoint⇄•
- SmartVault⇄•
- GruntWorx→•
- Zoom→•
- Calendly→•
- UltraTax
- Lacerte
- ProSeries
- Drake
- CCH
Liscio FAQ
Common questions about Liscio, answered from independent, dated evidence.
What is Liscio?
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
How much does Liscio cost?
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
What platforms does Liscio support?
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
Can Liscio be self-hosted?
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
What does Liscio integrate with?
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
What security certifications does Liscio have?
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
Where is Liscio available?
Liscio is available worldwide. Its primary market is the United States.
Source: https://www.liscio.me
Liscio alternatives
Other accounting practice management we track, ranked by the same independent score.
- Financial CentsUnified platform consolidating accounting firm operations into one systemmedium · 55%
- KarbonPractice management platform that helps accounting firms boost team productivity and streamline client relationshipsmedium · 74%
- Xero Practice ManagerCloud accounting platform helping small business owners and advisors automate financial tasks and gain business insightslow · 37%
- Thomson Reuters Practice CSPractice management software for accounting firms to streamline time tracking, billing, and client workflowslow · 9%
- Jetpack WorkflowProject management software for accounting firms to organize recurring client worklow · 25%
- Aero WorkflowWorkflow automation software that helps accounting firms organize and execute recurring client work with built-in time trackinglow · 15%
Compare Liscio
Side by side against other accounting practice management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Liscio, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 75 | 0.08 | 6.3 | ✓ |
| Capabilities | 87 | 0.05 | 4.2 | ✓ |
| Security posture | 40 | 0.07 | 2.9 | ✓ |
| Price level | 50 | 0.05 | 2.6 | ✓ |
| Integrations | 35 | 0.04 | 1.4 | ✓ |
| Reliability | 0 | 0.07 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 7 items | mediumsource · 2026-09-10 · 57% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Secure client portal document upload, Kba irs compliant e signatures form 8879, Automated client document request chasing, Tax software proconnect lacerte integration, Email integration and automatic timeline triage, Recurring workflow templates by tax return type, Proposal generation and upfront payment collection | mediumsource · 2026-10-12 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 15 | mediumsource · 2026-10-12 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-10-12 · 50% |
Pricing
Security
Is Liscio the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Liscio against the rest of the accounting practice management we index, using the same dated evidence weighted your way.
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