Firm Management
Why Modern Firms Are Quitting Email and Portals for Liscio
Liscio’s secure sharing platform with mobile app empowers firms of any size to provide their clients with a more secure, convenient, efficient, and compliant way to work. With customer experience as a primary focus of the platform design, Liscio ...
Feb. 05, 2019
Email continues to be the preferred entry point for cyber criminals looking to steal data. And most client portals that use email for notifications are no safer.
There are safer alternatives, such as Liscio, a secure file-sharing and communication system for accounting firms. More than 250 accounting firms and over 20,000 of their clients switched to Liscio from email and client portals last year.
Liscio’s secure sharing platform with mobile app empowers firms of any size to provide their clients with a more secure, convenient, efficient, and compliant way to work. With customer experience as a primary focus of the platform design, Liscio becomes a digital front door that looks better and works smarter than anything the big firms offer.
“All it takes is an accidental click of a malicious email to infect your systems and compromise your data,” said Chris Farrell, CEO and Co-Founder of Liscio. “Banks and large financial institutions have already moved away from email to communicate and transfer files with clients. Now firms of all sizes can follow suit.”
Key Platform Capabilities
- Real-Time Messaging: Firms and their invited clients are the only people who can access Liscio’s Secure Messaging platform. Clients finally have a safe digital space to talk freely.
- Secure File Sharing: Liscio’s secure platform allows clients to share documents with firms from anywhere in the cloud. With unlimited file storage and unlimited end-users, firms can finally collaborate freely with their clients.
- FirmView™: A single view of your practice keeps your entire team up-to-the-minute on all client communication and outstanding tasks, making it easy for teammates to be proactive and step in to cover when needed.
- Web and Mobile Applications: Clients expect modern firms to be available when they need them. Just about everything that used to be done in person is available through your browser and the Liscio Mobile App.
Customer Validation
“Liscio Secure Messaging eliminated unsecure emails and allowed us to safely exchange info.” Said Cayce Rountree, Partner at Warren Jackson CPAs. “I think a program like this is inevitable with the current environment of daily data breaches.”
“Liscio’s is easy to use, looks great, and most importantly, customers actually enjoy using it.” Said Katelyn Senn, Managing Member at Rulien + Associates LLC. “Customers were so frustrated with our old portal app that they asked why we didn’t switch them to Liscio sooner.”
Bringing Professional Services Firms into the Era of Client Experience
Liscio’s platform complements existing accounting firm infrastructure such as practice management systems, internal messaging tools, CRM, and more. Instead of requiring firms to rip and replace existing systems, Liscio fits seamlessly into any tech stack.
Liscio’s secure sharing platform with mobile app empowers firms of any size to provide their clients with a more secure, convenient, efficient, and compliant way to work.