Evidence dossier / Client communication & workflow
Liscio
Client communication and document intelligence platform for accounting firms.
01 / Recorded observations
Evidence card
Values describe what the cited sources supported on the check date. They are not ratings or recommendations.
- Ledger integrations
- Unverified
- Firm-size fit
- Solo · 5-15 clients · 15-50 clients · 50+ clients
- Workflow replaced
- Filing client documents by hand and tracking client requests across email threads.
- Pricing model
- Per userThe official pricing page lists an Intelligent Files package at $19 per user per month billed annually, with modular packages that can be combined.
- AI depth
- Assistive
- Free tier
- Not stated
- Other integrations
- SharePoint · Google Drive
- Verification status
- Checked
02 / Source register
What we checked
- 01Open source
File intelligence for accounting firms
Product scope for document intelligence and client communication.
Liscio · observed 2026-09-14 - 02Open source
Pricing
Published per-user package price and stated storage integrations.
Liscio · observed 2026-09-14
03 / Compare records
Other records in Client communication & workflow
Open the same evidence fields side by side. Links are alphabetical and do not imply a ranking.