If you're an UltraTax CS user tired of the frustrations with FileCabinet CS, this is your chance to see how SmartVault Corporation + Liscio offers a more reliable, modern solution! How UltraTax Users Will Benefit from This Webinar: 🙌 Rock-Solid Reliability: No more crashes and slowdowns—SmartVault + Liscio offers a stable, crash-free experience. 📱 Enhanced Client Experience: Modern communication tools that your clients will love, unlike clunky client portals. 📈 Automated Tax Flow: Simplify tax gathering and delivery with automated processes that save time and reduce manual tasks. Ready for a more reliable, easy-to-use system? Don’t miss it! Sign Up: https://lnkd.in/ex_ERMYB
Liscio
Software Development
San Francisco, CA 1,368 followers
The Single Portal for Accountants. Everything you and your clients need to work together.
About us
Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.
- Website
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https://liscio.me/
External link for Liscio
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Customer Experience, CX, Accounting, Client Communication, Collaboration, Mobile App, File Sharing, File Storage, Secure Messaging, Messaging, Task Mangement, Secure File Sharing and Storage, Accounting Firm, Tax, Accountant, Automation, Real Time, CRM, Professional Services, IRS, Software, Accounting Software, Tax and Accounting Software, Communication Platform, Collaboration Platform, Client Communication, Client Collaboration, Secure Sharing, front-office platform, customer experience platform, To-Dos, Wealth Management, Mortgage Brokers, Estate Lawyers, File Management, Client Platform, real-time messaging, mobile app, Electronic Signature, e-signature, compliant, Front Office, Front Office Platform, Client Experience, Client Experience Platform, Task Tracking, eDocs, and eSignature
Locations
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Primary
Get directions
San Francisco, CA 94107, US
Employees at Liscio
Updates
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#UltraTax users you won't want to miss this Thursday's webinar...
Why would you stick with FileCabinet CS when the SmartVault + Liscio combo offers a far superior alternative? This week's webinar will demonstrate how our powerful integration gives UltraTax CS users: 📱Mobile-friendly access for you and your clients ✉️ Seamless client communication and document sharing 🔁Unified workflow from source docs to tax filing Mobility is the future of accounting. Join us: https://lnkd.in/gxjgcfsh
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Sticking with an outdated system because it’s familiar? It’s time for a change. Join our webinar on Sept 5th to discover how the SmartVault Corporation + Liscio integration, combined with Liscio’s Tax Automation feature, offers a modern solution without replacing UltraTax CS. Streamline your document management, tax gathering, and delivery process, while improving client communication and eliminate the frustrations of FileCabinetCS and NetClient Portal. Plus, hear from firms that have already made the switch and are thriving! Don’t let outdated technology hold you back—register today and move your firm into the future! 📈 Sign Up Today: https://lnkd.in/ex_ERMYB
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We couldn't agree more! 🚀 The SmartVault + Liscio integration is a game-changer for firms looking to upgrade from outdated solutions. Say goodbye to those frustrating crashes and hello to a smoother, more efficient workflow. Looking forward to seeing everyone there!
UltraTax CS users, are you tired of... ⚙️System crashes? 📉Limited scalability? 👎Poor client experiences? You deserve better. Join our webinar on September 5th to see how SmartVault + our new Liscio integration offers a superior, reliable alternative to FileCabinet CS. You'll hear from firms who've made the move and never looked back. See you there: https://bit.ly/4dtMtdc
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Less than one week away! You definitely don't want to miss this webinar!
Author of The Designated Motivator Series, Speaker, Certified Public Accountant, Certified Fraud Examiner, True Accounting Rockstar, and QuickBooks Expert
Hey everyone! Is tax prep taking too much of your time? It used to for me too—until I revamped my workflow! On August 28th, I’ll be hosting a session where I’ll show you how to cut your prep time by more than half. Join me! Let's go! https://lnkd.in/g7py_9qD Big thanks to Liscio, GruntWorx, and SmartVault Corporation!
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⏰ One Week Left! ⏰ Don't miss out on the webinar that could transform your tax season! In just one week, Dawn W. Brolin, CPA, CFE, will share her secrets to cutting tax prep time by over 50% and making this your most efficient tax season yet with SmartVault Corporation and GruntWorx. This webinar is packed with the tools you need for your most efficient tax season yet—streamline your workflow, reduce stress, and boost your productivity. 🚀 This is your chance to learn from the best—make sure you're registered! Register Now 👉 https://lnkd.in/g6bbwJrS
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We love hearing from our customers! 🤩
The SmartVault-Liscio combo is helping accounting firms save tons of time and headaches by uploading documents directly from SmartVault into Liscio messages. Don't just take our word for it. 👉 Read what Caleb L. Jenkins, EA, CQP of RLJ Financial Services Inc., has to say in their success story: https://bit.ly/4dKH3ui
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Efficiency is key when it comes to a stress-free tax season. With the SmartVault Corporation integration, you can effortlessly manage documents with 1-click exports, cloud-to-cloud transfers, and no need for downloads or re-uploads. Streamline your workflow, save valuable time, and reclaim your work-life balance. ✨ And don't forget—Dawn Brolin will be sharing more time-saving strategies in her upcoming webinar on August 28th at 3PM EDT. Get ready to transform your practice and say goodbye to overtime! 🚀 👉 Register Now: https://lnkd.in/g6bbwJrS
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Uncover Dawn Brolin's Tax Practice Secrets! 🤫 Curious about how Dawn W. Brolin, CPA, CFE, eliminates overtime and cuts tax prep time by over 50%? Join Dawn on Wednesday, August 28, 2024, at 3:00 PM EDT for an exclusive webinar where she reveals her game-changing strategies using her recommended tech stack. Don't miss out on these secrets to transforming your tax practice! Register Today! ➡ https://lnkd.in/g6bbwJrS
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🌟 Real Client Insights 🌟 Discover how the SmartVault Corporation and Liscio integration is transforming practices just like yours! Caleb L. Jenkins, EA, CQP from RLJ Financial shares how this powerful combination has saved his team countless hours and reduced errors in document handling. Ready to experience the power of this integration? Read Caleb's full testimonial and learn more about the time-saving benefits of this integration. Read the Full Testimonial ➡ https://lnkd.in/e8ZNx2_d
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