Liscio Reviews in January 2025: User Ratings, Pros & Cons

"Efficiency with communication"

What do you like best about Liscio? Keeps us out of using emails and information being lost. We can make specific threads for a particular project and use the search to find it if needed. What do you dislike about Liscio? I have no dislikes about Liscio. Its great! What problems is Liscio solving and how is that benefiting you? Keeping information from being lost, allowing us to create tasks to give to clients and set them as recurring or with a deadline for it to be answered. Send a client ...

"It provides many tools that contribute to improving the work team's performance."

What do you like best about Liscio? All actions are simple and stored in the cloud, allowing the entire team to access them from anywhere. Liscio includes : workflow planning and automation components, email templates, and customer information in one place. Creating lists and sequences is intuitive and straightforward; I can control and customize the work for myself or others. I use a link to my mailbox and keep track of everything. I can assign a task once the email is sent because it is ...

"Great platform for tax purposes"

What do you like best about Liscio? Liscio is a user-friendly platform that allows for easy communication, file sharing, and collaboration. Tasks can be assigned and messages can be sent. Their customer support is great and the pricing is fair. There's a great deal of customization that can be done (i.e. tags, etc). The mobile app and web versions are simple and reliable. Last, it's encrypted and safe. What do you dislike about Liscio? Regarding security, organization and messaging, there's ...

"Very easy to use software"

What do you like best about Liscio? I use it with my accountant and find it very intuitive. He sends me reminders on LIscio and then I can easily upload necessary documents in a secure manner. What do you dislike about Liscio? Sometimes I feel like I'm getting too. many reminders but there is probably a setting to deal with that, I just haven't found it. It would be nice if that were in an obvious spot. What problems is Liscio solving and how is that benefiting you? It helps me (solo ...

"Great client dashboard!"

What do you like best about Liscio? Liscio personnel are so helpful and informative! They are continuously working on their product and paving the way for future integrations with things we use regularly. What do you dislike about Liscio? Still waiting for QBO integration (expense side of things). Recommendations to others considering Liscio: Their team is great to work with. What problems is Liscio solving and how is that benefiting you? They are providing a secure way for me to correspond ...

"Outstanding Client Management Software"

What do you like best about Liscio? Liscio is the best software for our client-facing and team collaborating communications needs. It is easy to use, which is very important because our clients would otherwise not accept and use the software. The fully searchable document storage is a time saver and keeps us organized. Tasks and e-docs help us to stay on track. Adobe Sign is a built-in feature for documents we need to be signed in real-time. Email integration adds to speed up and streamline ...

"Secure Client Communications and Task Management"

What do you like best about Liscio? Liscio has a great task management feature. It automatically reminds clients to complete outstanding tasks once a week so I don't have to ask for items and documents I need as much. I also am grateful for the extra layer of security and peace of mind. The Liscio team is constantly making upgrades and listening to client feedback. What do you dislike about Liscio? It is difficult to get our clients who are less tech-savvy to use the program, not because it ...

"User friendly work management software"

What do you like best about Liscio? All the clients are allocated one account wherein we can find everything in one place such as contact details, files and messages. It can be accessed by all the team members at once. What I like the most is the feature of sending notifications by text. It helps in getting responses faster. We can also draft standard emails to be sent to clients and it picks the contact details automatically which reduces the chances of sending emails to the wrong ...

"Liscio: A Great Client Communications Tool"

What do you like best about Liscio? Keeps client communications private and out of email Great Support What do you dislike about Liscio? The only complaint is that it can take time to find message containing an attached file in a long message chain Recommendations to others considering Liscio: Liscio knows the business needs it was designed to meet and does a great job meeting those needs. What problems is Liscio solving and how is that benefiting you? Faster and more accessible ...

"Safe and secure space for documents and tasks"

What do you like best about Liscio? Security of document drive as well as sharing with others like accountants and attorneys. What do you dislike about Liscio? It takes space as an app, for better use. It can become a con if your device is full What problems is Liscio solving and how is that benefiting you? There is no safety concern with documents and