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Liscio

Name: Liscio
Rating: 4.5 (2 reviews)

By Liscio

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Highlights : About Liscio

Secure messaging

256-bit Advanced Encryption Standard

Secure file sharing & storage

Multi-layered client profile pages

About Liscio

Liscio is a secure messaging platform designed to help small to medium-sized finance and accounting businesses communicate and collaborate simply and securely with secure messaging, file sharing and storage, plus FirmView centralized communication, Firm-to-One-service, e-signatures, FrontDesk onboarding, a built-in CRM, mobile notifications, information requests, and more. A native mobile app enables finance and accounting advisors to communicate securely with their clients via iOS and Android mobile devices. Secure messaging tools provide users with the technology to communicate sensitive personal information or financial data safely and securely. The invite-only messaging platform helps accounting firms avoid phishing schemes and email scams. Liscio’s 256-bit Advanced Encryption Standard (AES) technology ensures data is managed securely by encrypting data at the database level. Liscio supports secure file sharing and storage through their client portal, giving clients quick and central access to all of their important documents. Automatic email notifications and mobile push notifications alert clients immediately to any new documents or messages from the firm.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Secure messaging

256-bit Advanced Encryption Standard

Secure file sharing & storage

Mobile push notifications

Mobile app

Built-in CRM

Multi-layered client profile pages

Benefits

Liscio is designed to replace email processes vulnerable to phishing schemes and email scams with an encrypted, invite-only client experience platform.

Secure messaging tools allow accounting firms to communicate safely with their clients and manage sensitive personal and financial data securely.

Liscio supports secure file sharing and storage, giving clients quick access to new documents or messages, and allowing users to send documents back and forth simply and securely.

Store and manage new leads and prospects from a built-in CRM system, and track any proposals and engagement letters sent to prospective clients from a central location.

Liscio supports a native mobile app, giving clients the flexibility to access tasks and documents, create tasks and send messages anytime, anywhere, via any mobile device.

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