Liscio

Liscio


4.5 / 5
6 reviews

Who Uses This Software?

Professional Services Firms


Average Ratings

6 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Liscio
  • liscio.me
  • Founded 2017
  • United States

About Liscio

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.


Liscio Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Brainstorming
  • Calendar Management
  • Contact Management
  • Content Management
  • Discussion Boards
  • Document Management
  • Project Management
  • Real Time Editing
  • Task Management
  • Version Control
  • Video Conferencing
  • Access Controls/Permissions
  • Audit Trail
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • Messaging
  • Real Time Synchronization
  • Search/Filter
  • Workflow Management

Liscio Reviews Recently Reviewed!


A Great Choice

Jan 23, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: It is easy to use, the customer service team is phenomenal, and rolling out the service to our clients was exceptionally easy. It was super easy to send out our engagement letters for the 2019 tax season and have people onboard as they received the letters. It also does not link to email which allows us to communicate securely and efficiently with our clients. The app is a great touch for younger clients as well.

Cons: It is a newer software and some features that I would like to see are not yet there. Additionally it doesn't link to email (which is a GREAT thing for security, but a bit difficult for some of our clients to get on board with).

Overall: We are solving security and communication issues. We are also using it to consolidate our CRM, file storage, and productivity softwares into one place.

Liscio Review

Feb 20, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Its super user friend, the Liscio support team and staff are always ready to help. It's not over complicated, its simple and easy to use!

Cons: Client acceptance isn't always immediate, but the training tools Liscio gives us make the migration process easier!

Amazing customer service & great portal

Feb 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It makes transmitting your information so easy & it is very user friendly.

Cons: No complaints at all. The representative helped me understand all the issues I was confused about.

Overall: There are so many benefits. Rep at Liscio is fantastic. She has really helped me become an expert at this portal. Our clients really like it, too.

Review Number 1.

Jan 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use and it is very organized. This is a wonderful product.

Cons: At that time I like everything about the product, although I am still learning.

Overall: Liscio is a great company with an outstanding team to help you all the way through any problem you may have.

Liscio review

Dec 18, 2018
3/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: The fact that it's transparent for all staff and it's easy to use

Cons: There seems to be too many options for file sharing, clients and staff are not sure which way to get share documents. There is not a 'settings' option for contacts. Not all contacts need access to all the information and/or documents shared on the account.

Vendor Response

by Liscio on January 09, 2019

HI there! About file sharing - we do have a few ways to share files in order to accommodate the many different ways our clients like to work. But, if you're looking for the quickest and easiest way to share files in Liscio, just send a message and attach the file with it. The file will be routed to the recipient's Contact File section. And unlike email where you get phished non-stop and have to stress over every click of an attachment, our file sharing happens on a secure network with just you and your invited clients.

About contacts settings - only designated Account Owners can view or edit their company's Account Profile. By default (for security reasons), your clients can only see files associated with their own individual Contact Profile. So, unless you've designated a client as an Account Owner, they will only see files that are relevant to them.

Hope that clarifies things. If not, feel free to give us a call at (888) 547-2460 and we'll gladly walk you through it!

Liscio and the Liscio Team

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We are new to Liscio. What impresses us it how easy it is to use.

Cons: None. There are no cons.

Overall: We love working with the Liscio Team. They are very easy to talk to and they take ownership of our questions. They help us every step of the way. This is appreciated considering our busy schedules.