Liscio
Intelligent Files — annual per user
-
Highlights
File Intelligence
-
Included
-
Highlights
Folder structure
-
Included
-
Highlights
Integrations
-
Included
-
Highlights
Secure file exchange and storage
-
Included
-
Highlights
File history per client
-
Included
-
Highlights
Web and mobile apps
-
Included
-
Highlights
Files included
-
Included
Liscio Platform — annual per user
-
Highlights
Includes Intelligent Files
-
Included
-
Highlights
Email integration
-
Included
-
Highlights
Client tasks, requests, and due dates
-
Included
-
Highlights
Organizers and document collection
-
Included
-
Highlights
eSignature
-
Included
-
Highlights
Custom branding
-
Included
-
Highlights
Onboarding included
-
Included
Tax Team — annual per user
-
Highlights
Includes Liscio Platform
-
Included
-
Highlights
Tax-specific integrations
-
Included
-
Highlights
Advanced automation across the season
-
Included
-
Highlights
Priority support
-
Included
-
Highlights
Included each year, per user
-
100
Included -
Highlights
Included each year, per user
-
100
Included -
Highlights
Included each year, per user
-
100
Included