Liscio

Client document collection

Liscio is a client-experience platform that collects, reads, and files client documents and handles tax gathering and delivery.

Best for

Firms wanting AI document intake plus client messaging

Pricing

Published pricing

Intelligent Files $19, Platform $49, Tax Team $99 per user/month (annual)

Model: Per user, annual; Tax Team includes 100 gatherings, deliveries, and e-signatures per user/year

Key features

AI file intelligence that reads and files incoming documents
Tax gathering, packaging, and delivery
E-signatures and client messaging

Alternatives

FAQ

How much does Liscio cost?

Intelligent Files $19, Platform $49, Tax Team $99 per user/month (annual). Pricing model: Per user, annual; Tax Team includes 100 gatherings, deliveries, and e-signatures per user/year.

Who is Liscio best for?

Firms wanting AI document intake plus client messaging.

What are alternatives to Liscio?

TaxDome, Soraban, SafeSend.

Sources

liscio.me/pricing

Last verified 2026-10-15. Vendor? Correct or verify this listing.

The Friday Prep Brief

One email a week: new AI tax tools, pricing changes, and what practitioners report. Five minutes, no hype.

Subscribe free →

Opens our beehiiv signup page. One email a week, unsubscribe anytime.