Wer nutzt diese Software?
Professional Services Firms
Durchschnittliche Bewertung8 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 4.6 / 5
- Funktionen 3.9 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Kostenlose Version Nein
- Gratis Testen Ja
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2017
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 invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.
- Bearbeiten in Echtzeit
- Elektronische Unterschrift
- Optische Zeichenerkennung (OCR)
- Werkzeuge zur Zusammenarbeit
- Audit Trail
- Elektronische Unterschrift
- Suchen / filtern
Die hilfreichsten Reviews für Liscio
Bewertet am 23.1.2019
A Great Choice
Kommentare: We are solving security and communication issues. We are also using it to consolidate our CRM, file storage, and productivity softwares into one place.
Vorteile: It is easy to use, the customer service team is phenomenal, and rolling out the service to our clients was exceptionally easy. It was super easy to send out our engagement letters for the 2019 tax season and have people onboard as they received the letters. It also does not link to email which allows us to communicate securely and efficiently with our clients. The app is a great touch for younger clients as well.
Nachteile: It is a newer software and some features that I would like to see are not yet there. Additionally it doesn't link to email (which is a GREAT thing for security, but a bit difficult for some of our clients to get on board with).
Bewertet am 20.2.2019
Vorteile: Its super user friend, the Liscio support team and staff are always ready to help. It's not over complicated, its simple and easy to use!
Nachteile: Client acceptance isn't always immediate, but the training tools Liscio gives us make the migration process easier!
Bewertet am 27.2.2019
Amazing customer service & great portal
Kommentare: There are so many benefits. Rep at Liscio is fantastic. She has really helped me become an expert at this portal. Our clients really like it, too.
Vorteile: It makes transmitting your information so easy & it is very user friendly.
Nachteile: No complaints at all. The representative helped me understand all the issues I was confused about.
Bewertet am 14.1.2019
Review Number 1.
Kommentare: Liscio is a great company with an outstanding team to help you all the way through any problem you may have.
Vorteile: The ease of use and it is very organized. This is a wonderful product.
Nachteile: At that time I like everything about the product, although I am still learning.
Bewertet am 18.12.2018
Vorteile: The fact that it's transparent for all staff and it's easy to use
Nachteile: There seems to be too many options for file sharing, clients and staff are not sure which way to get share documents. There is not a 'settings' option for contacts. Not all contacts need access to all the information and/or documents shared on the account.
Antwort des Softwareanbieters
von Liscio an 9.1.2019
HI there! About file sharing - we do have a few ways to share files in order to accommodate the many different ways our clients like to work. But, if you're looking for the quickest and easiest way to share files in Liscio, just send a message and attach the file with it. The file will be routed to the recipient's Contact File section. And unlike email where you get phished non-stop and have to stress over every click of an attachment, our file sharing happens on a secure network with just you and your invited clients.
About contacts settings - only designated Account Owners can view or edit their company's Account Profile. By default (for security reasons), your clients can only see files associated with their own individual Contact Profile. So, unless you've designated a client as an Account Owner, they will only see files that are relevant to them.
Hope that clarifies things. If not, feel free to give us a call at (888) 547-2460 and we'll gladly walk you through it!