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Liscio

Liscio

The all-in-one front office platform delivering the world’s best online client experience.

  • Computer Software
  • 2-10 employees
  • San Francisco, California
  • 4.1k
  • 310-985-8888

Liscio is the leader in online client experience software for accountants. Liscio combines messaging, file exchange and storage, electronic signatures, task tracking and more in a single application for both mobile and web. Liscio reduces both cost and complexity while improving security. 

  • Customer Experience
  • CX, Accounting
  • Client Communication
  • Collaboration
  • Mobile App
  • File Sharing
  • File Storage
  • Secure Messaging
  • Messaging
  • Task Management
  • Secure File Sharing and Storage
  • Accounting Firm
  • Tax, Accountant
  • Automation
  • Real-Time, CRM
  • Professional Services
  • IRS
  • Software
  • Accounting Software
  • Tax and Accounting Software
  • Communication Platform
  • Collaboration Platform

4.3

(204)
51%
32%
10%
3%
3%

PS

While this is not directly relevant to my job, the concept is. Despite being a large corporation, there are often pockets of work which were neglected due to lack of ownership or reorganizations. As such, the concepts and approach are similar. Thank you.

SL

This was a very good webinar with good information about a very powerful system tool. Thanks so much.

CA

I actually enjoyed this training because it was applicable to clean up projects I'm working on right now.

NLA

I find it very helpful when the presenters, as they did today, walk-thru actual examples of the topic. The presenters were not only informative but made the webinar fun too! Thank you!!

MA

NA

EA

Great

TRC

Very good

TK

Great lesson

JG

Great!

AL

good

AP

Great presenter

TK

Great lesson

SB

This was an excellent course, and brought out a lot of interesting ideas.

EC

very interesting and informative

BB

VERY INFORMATIVE

MA

PERFECT

TK

Great lesson

VX

good

EA

Great

SM

Great information and easy to comprehend

HB

This one was much more relatable

KL

Great

JG

Great ideas!

JD

The program was thoughtful and worthwhile.

MA

Good

MS

GREAT

AK

Thank you

MH

great

BC

great

KK

This webinar was perfect! I think a lot of times we as professionals look at things from our perception only. But we forget to see things from our clients perspectives. Our clients are busy, have families, and other things going on more times than none. This webinar reminded us of how important it is to really focus on the client and their needs outside of the services we provide as a whole.

TK

I learned a lot and will be back for more classes

CR

a

AB

Great

WDGI

Presentation showed how far behind I am in the real world I'm in. Need to advance my use of more advanced tech.

CK

Great webinar!

MD

Great software. I only prepare a few tax returns.

KK

Great information and relevant topic

MD

Excellent workflows!!

CS

Quality session

EA

Good

JB

Great Ideas

KG

Love these webinars, thank you mycpe!!

WDGI

Increase knowledge

AL

great

MC

Excellent

JPB

I would recommend this program to my Colleagues Strongly Agree Agree

SM

I enjoyed the course.

BK

Good

MS

Great webinar experience.

RZ

she certainly is an expert on this. she did a great job explaining the subject matter. this is a subject many CPAs have problems with.

CA

good

LA

great work

RD

my 1 hour is very worthwhile and I learned a lot of knowledge and more about my clients.

AA

It was nice that even if there is only an hour given, the topic have been discussed properly

RAV

The webinar is great and the speaker shared knowledge that is very helpful at this time.

EE

great

EE

great!

HT

A+ Delivery Thank You!

DT

Great presentation of your product

CN

Great Webinar!

DL

Very interesting and definitely something that could be of value

HN

MYCPE IS GREAT

TC

Great

JB

good webinar

KT

I learned a lot of valuable information when it comes to email security and protecting personal/privileged information. I am going to utilize the program offered at the end of the webinar.

TP

I learned some valuable information that I will be passing on to my staff!

JC

Very good webinar!

CG

N/A

JR

Good

MB

good!

JR

Very detailed and relevant information and education for personal and business use.

KB

one of the better webinar's i've attended over the last year or so. Well organized and instructors knew the material.

HN

myCPE is great

SC

great webinar

HN

myCPE is great

HN

myCPE is great

GMJ

THANKS!

HN

myCPE is great

TH

Yes

AK

fantastic

JP

Good.

PWF

Super scary topic. Some of the material I already knew, but there were some new data points. Also a great riddle. My-cpe remains my first choice for my CPE needs.

KZ

Everything worked great.

AB

this was one of the better webinars. both presenters were very interesting.

JH

Very well done..

JS

Great presentation!

MB

great

RB

Basic for new clients that need help getting organized

RS

Very timely solution to a continuing problem.

RB

There seems to be too much product sales and not enough education

AG

Relevant topic for managing client correspondence.

BH

Excellent presentation, great presentors, and great demonstration. Enjoyed immensely.

GMJ

thanks!

AK

Informative and useful

JP

Good.

CN

Great webinar!!!

CBP

If I weren't so intent on retiring soon, I would definitely be looking at this software/app.

JK

Great webinar

JK

Great webinar

CP

No technical issues.

PD

great presentation of a necessary topic.

SS

Great

NLA

Great

JF

I always learn something relevant when I take a course through myCPE

AL

N/A

ND

Na

JB

Clearly presented.

JG

Good presentation.

TA

Only criticism was a little too much focus on their product. While I realize these presentations are not tool agnostic, I think she could have struck a better balance between info on the subject and her solution.

BS

Good presentation

AS

I have attended a few CPA webinars from this company and they always provide the viewers with a wide range of information.

RC

Na

CL

well presented

JN

Well presented

WK

Easy to use!

CL

Very interesting to see the new technology out there

ER

good session

BS

N/A

CL

Nice job sharing some key things to think about

AS

This course was informative and relevant to most employees working in an accounting firm. I enjoyed the enthusiasm from the instructors.

NC

good

KM

great insights into millenial's behavior habits!

AS

I thought the contents of this course were very information and relevant to most individuals working in the accounting and finance field. In some capacity, we all have clients or partners that we have to deal with and ensure that they're experiences with the company are worthwhile and positive.

SS

No comment.

SS

No comment.

RC

NA

NC

n/a

BM

Really enjoyed and it looks to be very helpful and efficient.

AS

My overall experience in this course was good as it was informative and an interesting topic that I think most people can relate to in some way. The instructors were clear and concise.

WDGI

Subject is beyond my capability

JC

Thank you for ending this webinar exactly on the hour as many others seem to go over the hour.

JF

Very informative

BS

Good presentation

JM

.

BM

I felt the experience was really informative and the tone of the presentation was professional. However, there were moments where the moderator and presenter seemed to overlap. The robot moderator created a new experience.

CANP

the speaker is very articulate and i learned a lot from the webinar

HSI

It was my first time and it was great

GP

The topic is simple yet relevant, timely and useful

LS

NA

BC

I am semiretired and will not use guidance provided

JG

Good overview of a new concept.

DB

My problem with this course was that it was an hour of sales pitch disguised as a review of issues with data collection within client interaction. Not what the title had implied.

PC

This program clearly illuminated the threat posed by phishing.

DF

Good short course on email security awareness

AH

The examples from the presenter gave good insight to the topic.

AD

OK, but was not very relevant to my job as a CFO

LS

The first speaker was excellent, however the speaker explaining the program was quite boring and did not get me enthused about the product whatsoever.

EB

Most of my clients are retired and don't use cell phones and ipads to keep records. So most of the presentation was not something I could use. It was interesting though.

MS

Great Experience

DL

n/a

RW

good webinar

MM

Very good.

KL

This was a very informative take on the future value of cleanup work.

MM

Very good.

SV

It was helpful to agree with what we do.

RW

nice webinar

SW

It was good information to learn about one way to obtain needed documents in an organized fashion.

BV

OK presentation

DL

I'm old school and I'm not going to feel bad about it.

KG

Thank you to the presenters for their time in preparing and presenting.

RR

I didn't realize this was a demo for software.

MM

Very good.

RV

It was good.

RR

N/A

EP

My overall experience has been fantastic.

BO

Good

BO

Good

AT

Very good.

AR

-

LO

I rate it a 4 due to all the technical issues I had.

REW

This was just a rehash of the infomercial two days ago by the same pair from Liscio. While I agree their portal could be useful for firms dealing with small mom-and-pop or individual clients, it wasn't relevant to my firm's practice.

REW

Not particularly applicable to my practice area

LS

NA

BJ

My Expectations were not to learn strategies to work with Clients, but tips on the acual Client Clean UP Activities. I misunderstood the presentation content from the title.

GJ

n/a

RPSC

it's O.K.for a change ?

SS

The presentation was a bit confusing. Spent very little time on the cleaning up process, and a good deal of time on how to get the information from the client.

MF

While the content had some relevance to education i.e. detailing the need for effective client communication and comparing different methods of communication, the webinar came across more of a sales pitch.

SS

I knew there would be a sales pitch but it was 50% of the class. The presenters knew their information was just a bit disappointed. But what can I expect for a free class

CW

Neutral

LW

I must have misunderstood the intent of the class as I didn't know it was going to end up being a commercial product demo.

RPSC

WE AGREE THAT, SYSTEM SHOULD SIMPLIFY THE SYSTEM, AND NOT COMPLICATE IT. THE FIRST HALF OF THE WEBINAR WAS GOOD WITH READABLE SLIDES, BUT THE SECOND HALF WAS VERY BAD. WE HAD TO LISTEN VVERY CAREFULLY TO THE SPEAKER, AS THE SLIDFES WERE NOT READABLE AT ALL.

EP

My overall experience has been fantastic.

EP

My overall experience has been fantastic.

EP

My overall experience has been fantastic.

BD

The information was good but the instructor was not very efficient. Thank you.

JR

Maybe it is still tax season and I am always multi-tasking, but the class was OK, then it dissolved into a commercial. I think I will pass on future classes and take more of the type I pay for.

ML

felt it was more a sales pitch for using software

GL

It was important content, but a bit dull.

TS

ok

AP

no comments

KP

This was a sales pitch and not a CPE course

TS

"Assessing Clients Experience Levels" doesn't really mean attend a sales webinar, which this was.

RC