Liscio

A client portal for accounting firms to collect documents, send tax organizers and deliver returns for signature.

liscio.me · Subscription

Visit liscio.me ↗would rather buy than build

Details

What it does: Documents and e-signature, Practice management
Who it’s for: Accountants and bookkeepers
Pricing: Subscription
Works on: Web, iPhone and iPad
Works with: filecabinet cs
Tags: client portal, tax organizers, file naming, secure messaging, tax delivery

Desk FT
A branded client portal where bookkeepers request documents by checklist, message clients and send invoices.
Free plan · Documents and e-signature · Accountants and bookkeepers
Clarence
Runs an accounting firm's clients, deadlines, document requests, invoices and reminders from one workspace.
Free trial · Practice management · Accountants and bookkeepers
Client Hub
Turns client emails and messages into tracked tasks so accounting firms can chase info and close the month faster.
Free trial · Practice management · Accountants and bookkeepers
Clinked
A client portal and virtual data room under your own brand, where firms share files and tasks with clients.
Documents and e-signature · Law firms