Blog Post

Join Our Client Portal

Tired of emails going to your spam? Join our secure client portal!

You’ll be happy to hear there’s now an easier way to stay in touch with us!  We’ve found a solution that brings communication, file sharing, and storage together in one place. It’s called Liscio. If you have not signed up already, we encourage you to do so. If you would like more information, or need help getting signed in, please give our office a call.

How is Liscio more convenient?

Liscio combines everything you need to work with us in a single, delightful place. Everything from Real-Time Messaging, Secure File Sharing with unlimited storage, Electronic Signatures, and a Document Scanner are included. We’re always looking to add value to our clients and Liscio eliminates the time sink of going back and forth between a tangle of different software and apps. Using Liscio means fewer clicks, fewer taps, and less time wasted.

Liscio is available via mobile app and web browser; allowing you to work with us at home, at work, or on the go. This software is 100% secure and invite only.

What are the next steps?

If you are interested now and want to start utilizing this software, please reach out directly to your accountant or our administrative team.  They will send you the invite to set up your account.  The email will come from Liscio which serves as your invitation for the platform (invites expire seven days after activation). Click here to learn how to set up your account.

Please bookmark the login page for quick access to Liscio. You can also download the Liscio Mobile App and access Liscio on your mobile device. Please follow this link to download the mobile app:

Please contact our office or Liscio Support if you need assistance: