Liscio vs TaxDome (2026): which should you pick?

Liscio

• Tax firms that exchange many documents with clients
• Bookkeeping firms that want one place for client files and messages
• Firms leaving FileCabinet CS

TaxDome

• Tax and accounting firms that want one system for clients and work
• Firms that exchange documents and signatures with clients online
• Firms that bill clients in QuickBooks Online

Liscio

• Prices are per user and annual; monthly plans are available only by contacting Liscio.
• Tax organizers and deliveries cost $7 each unsent in a bundle, or $4 to $5 each in prepaid bundles, and need a Platform seat.
• Knowledge-based authentication for e-signature costs $2 per signer, and a firm website is $29 a month.
• There is no self-serve sign-up or free trial; the page points to a booked demo.

TaxDome

• Pricing could not be read: the vendor's site answered with a bot check, so no plans or prices are listed here.
• Clients need their accountant to sign up for TaxDome before they can use the client portal app.
• The mobile apps listed here are for iPhone and iPad; no Android listing was read.

Liscio

File Intelligence

New documents are read, classified and named when they arrive, and existing folders can be moved in with their names and structure intact.

Secure messages and timeline

Each client has a timeline of secure messages and files, so requests and replies stay with the client instead of in email.

Client tasks and requests

Tasks, requests and due dates are sent to clients from the Liscio Platform plan.

Tax organizers and delivery

Smart tax organizers and tax deliveries are sold per item on top of a platform seat.

E-signature

E-signature is part of the Liscio Platform plan; knowledge-based authentication is an add-on.

Cloud storage connections

Files can be pulled from or sent to OneDrive, Google Drive, Box and SmartVault.

TaxDome

Client portal

A custom-branded website and client portal for secure messages, client tasks, document exchange and payments.

Workflow automation

Project management and automation designed for tax and accounting work, with team @mentions and notifications.

CRM and messaging

A CRM synced with the firm's email, with contact and account records, notes and one-tap text, call or email from the mobile app.

E-signatures and engagement letters

The listing says e-signatures, contracts and engagement letters are unlimited, so no separate signing service is needed.

Invoicing and organizers

Invoices can be paid by ACH or credit card and sync with QuickBooks Online; customizable organizers replace generic PDF forms.

Liscio

• File Intelligence$19

  per user / month, billed annually

  Files read, classified and named on arrival, existing folders moved in, secure file exchange and per-client file history.

• Liscio Platform$49

  per user / month, billed annually

  Adds Outlook and Gmail integration, client tasks and requests, organizers, e-signature, custom branding and onboarding.

• Tax EnterpriseCustom

  For high-volume firms: custom File Intelligence routing to a document system, folders and naming rules, plus custom integrations.

TaxDome

Pricing could not be confirmed. See taxdome.com.

Liscio

• Other savings

  $4 tax organizers when bought by Nov 30

  A limited-time offer prices Smart Tax Organizers at $4 each, at any volume, if bought by Nov 30; one Liscio Platform license is required.

TaxDome

No public discounts listed.