Searching…
client portal, document collection, tax organizers
Client portal and document software for accounting and tax firms: secure file exchange, client requests and tax organizers with automatic follow-up, e-signature, and AI that reads, sorts and names incoming files.
Visit Liscio$19 a month to start
File Intelligence $19 a user a month billed annually (AI file naming and secure file exchange). Liscio Platform $49 a user a month billed annually, adding client requests with due dates, organizers and document collection, e-signature and email integration. Monthly plans exist, prices not published. KBA $2 a signer.
Price checked on Liscio's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices
Tax Preparers
Liscio sends organizers, tracks what each client has returned, follows up automatically and names files. $49£37€44A$71C$69 a user a month billed annually.