--- title: "Liscio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Liscio Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/180297/Liscio/" page_type: "product" language: "en" --- # Liscio Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Liscio ## What is Liscio? Liscio's all-in-one online platform makes it simple for ACCOUNTANTS to work with their CLIENTS. Liscio provides all the tools needed to keep both parties efficient, including secure messaging, secure file sharing and storage, e-signatures, Mobile Apps for firms and clients, a built-in document scanner, 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. ## What is Liscio used for? [File Sharing](https://www.capterra.com/file-sharing-software/)[Document Management](https://www.capterra.com/document-management-software/)[Remote Work](https://www.capterra.com/remote-work-software/) Top alternative Featured Overall rating Based on 41 user reviews Reviews sentiment Positive 88% Neutral 7% Negative 5% Starting price $40 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Liscio?[Manage this product listing](https://www.g2.com/products/liscio/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Liscio 4.6 (41) VS. [4.6 (100)](https://www.capterra.com/p/145411/Zoho/reviews/) Starting Price $40 Per User, Per Month Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (41) Ease Of Use 4.6 (28,493) Value For Money 4.6 (36) Value For Money 4.4 (20,618) Customer Service 4.8 (39) Customer Service 4.4 (18,610) ## Liscio alternatives [4.4 (3,039)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,618)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,707)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [OneDrive](https://www.capterra.com/p/161304/OneDrive/) [4.5 (12,870)](https://www.capterra.com/p/161304/OneDrive/reviews/) Starting price $1.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161304/OneDrive/) [View all alternatives](https://www.capterra.com/p/180297/Liscio/alternatives/) ## FAQs about Liscio Overview ### Which roles and teams benefit most from Liscio? Liscio is most used by firm owners, presidents, and executives, along with accountants, bookkeepers, payroll staff, and administrative or operations teams. These roles rely on it to centralize client communication, manage document requests, streamline approvals, track tasks, and keep accounting and client service workflows organized across the business. Answer based on 41 reviews Overview ### What company size and industries is Liscio built for? Liscio is built for small professional services firms, with 95% of reviewers from small businesses and 88% from accounting. It also appears in construction at 5% and automotive at 2%, with limited enterprise use at 5%. A common fit is document management, cited by 31% of reviewers. Answer based on 41 reviews Features and Usability ### What are the key features of Liscio? Liscio includes access controls/permissions, audit trail, encryption, archiving & retention, and compliance tracking for secure record handling. It also offers document management, document capture, OCR, electronic signature, file sharing, and file transfer, plus messaging, discussions/forums, calendar management, task management, workflow management, and full text search. Integrations ### Which third-party tools and platforms does Liscio integrate with? Liscio integrates with Zoom Meetings, Zoom Workplace, Insightly, QuickBooks Online, and Netskope One Platform. The catalog and user mentions point to communication, CRM, accounting, and security connections, with Zoom Meetings and QuickBooks Online among the most frequently cited platforms. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Liscio offer? Liscio provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide on-demand walkthroughs. Answer based on 5 reviews Getting Started and Support ### What customer support options does Liscio offer? Liscio provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Users describe the support team as responsive, helpful, and easy to reach, with same-day help and quick issue resolution often mentioned. Some also note a learning curve, but support is seen as patient and available. Answer based on 9 reviews Security ### How does Liscio handle data security and access control? Liscio uses a secure client portal for messaging, document sharing, storage, e-signatures, password vault access, and mobile uploads instead of standard email, which reviewers describe as safer and even bank-level. It also supports secure texting notifications. Some users note the extra login step, limited email linkage, and no backup capability. Answer based on 15 reviews ## Features AI summary Based on 19,120 Document Management reviews Capterra reviewers highlight these as the features buyers value most when choosing file sharing software: - **File Transfer** (**53%** of reviewers rated this feature as critical) - **Document Storage** (**56%**) - **Secure Data Storage** (**59%**) Liscio supports **File Transfer** and **Document Storage**, giving teams a way to send files and keep important documents organized in one place. However, it does not offer **Secure Data Storage**. Instead, it provides **Access Controls/Permissions** (**46%**) and **Real Time Synchronization** (**43%**), which can help businesses manage who can view files and keep content updated across users, allowing teams to maintain better control and access to shared information. File Transfer 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Move files across different systems or networks Document Storage 4.7 (23) 56.52% of 23 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Access Controls/Permissions 4.5 (17) 52.94% of 17 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Real Time Synchronization 4.5 (10) 50.00% of 10 reviewers that rated this feature as important or highly important Files and folders are updated in real-time when changes/edits are made File Sharing 4.7 (16) 62.50% of 16 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Collaboration Tools 4.5 (15) 46.67% of 15 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Liscio 38 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Encryption: Convert data into a code for security - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Full Text Search: Search for specific words or phrases within a document or database - Messaging: Communicate using messages within the system - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real Time Editing: Preview and make real-time changes in the web content - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - To-Do List: A digital list of items that need to be completed - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (41) 4.2 Based on 41 reviews ## Pricing Value for money 4.6 (36) Basic $40.00 Per User,Per Month Value for money 4.6 (36) 4.6 Based on 36 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (39) 4.8 Based on 39 reviews ## User reviews Overall rating 4.6 Based on 41 reviews Filter by rating 5(30) 4(6) 3(3) 2(2) 1(0) Mentioned topic Sorted by most recent DZ Dana Z. Owner Accounting ### "Not bad, but not as functional as other programs" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 3/10 March 25, 2025 It ended up not being the program for us. Pros It was very easy to get initially set up. Cons Not able to download in bulk for document backups. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB BUD B. Owner Construction ### "Liscio works, nothing exciting." 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 February 17, 2025 it works. not overly impressed. We use it because our accountant requires it. Pros security seems to be good. Platform is fine. Cons cumbersome platform. But it works ok. No real issues. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NK Nyoro K. Construction Manager Construction ### "Liscio Is a Great Document Management System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2024 Pros I like how impressive this document management system has been. Liscio has been so reliable. Cons Liscio is a powerful document management system. No issues about Liscio. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FY Frusquin Y. Project Manager Information Technology and Services ### "My experience with it" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 November 26, 2023 Pros It's a good software that I like because of its ease of use, its clear and user-friendly interface and the diversity of its functionalities. Cons Good software since I have been using it I have not had any problems yet it works perfectly even with its free trial Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DM Danielle M. Owner Accounting ### "Great starter portal but data backup ended up being a deal breaker" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 November 20, 2023 It's a good software for someone starting out with a client portal product. It helps establish some templates and some good habits towards consistent client communication and keeping client data in one place. It served my needs well until I needed more robust data backups. Pros I loved that it helped me reduce the many different ways that clients contacted me and pulled all communications into one place. It took a little effort to train myself and my clients to switch over, but it helped me develop good habits and a strict communication policy. Cons Lack of organization in file storage and complete lack of ability to perform backups. They use a tagging system instead of folder and file structure and that's fine in the short term. Over time, it becomes completely unwieldy. They say that the lack of ability to perform a data backup is a security feature of the software, but over time I've discovered that's what they say anytime their software lacks a feature. They've also been slow to implement features that competing software has and I eventually switched to one of those competitors. It is a little bit of a nightmare moving my client files from their platform because no matter how meticulously I tagged files for proper sorting, the file download pulls everything into one bucket of everything and even just selecting all of the files to download takes way too much time. Now I have the fun task of viewing and sorting every single file ever. I could select tags and data dump more selectively, but that would take even more time and no way to know that every file was caught. Reasons for choosing Liscio I originally chose Liscio over Tax Dome because I wasn't ready to make the large investment for the annual membership that Tax Dome requires. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Charlotte B. Business Manager Accounting ### "Liscio, Liscio, Liscio" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2023 Incredibly positive from the very beginning. Highly recommend! Pros We love Liscio for so many reasons. It's secure, it's reliable, WE CAN FIND OUR FILES, we have an amazing CSR and have had the same person for more than 2 years. He is so helpful and always has time for our questions. Our clients love using Liscio as do our team members. It's been a great move for our company. It's saved administrative time and so much money! Cons They are rolling out new features all the time and we have been very happy with the new things they introduce. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PZ Paula Z. staff Accounting ### "Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 2, 2022 Great until the update. Pros Easy to use. Easy to find files if they are properly tagged. Cons I don't know why so many problems occurred with the update. Don't change what isn't broken. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BB Brian B. CPA Accounting ### "Liscio has the full package" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 30, 2022 Liscio's implementation team has been very easy to work with and very responsive. We recommended Liscio to one of our peers and they too are making the switch. Pros Liscio has everything we were looking for our client collaboration. All the features we need in one package. We used to use three other third party applications to accomplish what Liscio does in one application. Cons No cons really to report. Although, being a relatively new software, there are suggestions for added features that Liscio is very open too. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WP William P. Owner Accounting ### "BP review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 20, 2022 I'm pleased with my experience Pros I like the interface and user experience Cons Difficulty in client acceptance - this happens with most and is not unique to Liscio Reasons for choosing Liscio Better product than what was available Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IS Ibanessa S. Owner Accounting ### "Easy to use, security " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2022 We are glad to have made the decision although it took us a long time to make the change. Now, we set the expectations with our new clients ahead of time on how we communicate and exchange information. Pros I truly like the security it offers when it comes to exchanging confidential information with clients. Also, I enjoy the use of templates because it allows us to save time during repetitive tasks and documents. Cons I don't like the fact that I cannot incorporate my logo and signature on the messages. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/180297/Liscio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Google Drive vs Liscio](https://www.capterra.com/compare/161425-180297/Drive-vs-Liscio)