# Liscio review (2026): is it worth $19 a month per user, billed yearly? > Client file and communication portal for accounting firms Checked Nov 13, 2026 ยท graded Nov 13, 2026 by ToolGPA. Liscio is a client-workflow platform for tax and bookkeeping firms. Its File Intelligence layer reads, classifies and names incoming files, and the full platform adds secure messages, client tasks, organizers, e-signatures and email integration. Plans are priced per user and bought after a demo. - **Category:** Accounting & Invoicing - **Made by:** Liscio, Inc. - **Website:** https://www.liscio.me - **Runs on:** Web - **Who should skip it:** Not for you if you want to try it first, as there is no self-serve sign-up or free trial. - **Facts last checked:** Nov 13, 2026 ## Pricing As of Nov 13, 2026, Liscio is a paid product, starting at $19 per user / month, billed annually. - **Pricing model:** Paid - **Free plan:** None. - **Free trial:** None listed. | Plan | Price | What you get | | --- | --- | --- | | 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 Enterprise | Custom | For high-volume firms: custom File Intelligence routing to a document system, folders and naming rules, plus custom integrations. | Read from https://www.liscio.me/pricing on Nov 13, 2026. Prices change, so confirm with Liscio before buying. ## Ways to pay less - **$4 tax organizers when bought by Nov 30** (Other savings): 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. Source: https://www.liscio.me/pricing ## Key features - **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. ## Good for - Tax firms that exchange many documents with clients - Bookkeeping firms that want one place for client files and messages - Firms leaving FileCabinet CS ## Worth knowing - 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. ## ToolGPA grades **GPA: 2.0 out of 4**, graded Nov 13, 2026. Liscio is a client portal for accounting firms, with file exchange, tasks, organizers and e-signature. There is no trial, you book a demo, and organizers and signer checks are charged per use on top of the seat price. - **Value for money: C.** $19 per user a month for File Intelligence and $49 for the Platform, both billed annually, inside the typical range. Per-use charges for organizers add to it. - **Free plan and trial: F.** There is no free plan and no self-serve trial; the page points to a booked demo. - **Features: B.** File intake and naming, messages, client tasks, tax organizers, e-signature and cloud storage connections cover the whole client-portal job. - **Ease of use: C.** A web app where you set up client folders, branding and organizers, with onboarding on the Platform plan, and no store rating on record. - **Platforms and integrations: B.** Web only, with OneDrive, Google Drive, Box, SmartVault, Outlook, Gmail and SharePoint. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Liscio's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among accounting and invoicing tools - Liscio's GPA of 2.0 is higher than 22 of the 127 other accounting and invoicing tools we grade, and level with 20. - It stands best on features (B, above 86 of 127) and worst on free plan and trial (F, above 0). - Its paid plans start at $19 a month for each person, against a middle price of $18.09 for the category: 46 of the 90 others that charge start lower. - On features, ease of use and platforms it scores 2.7 out of 4. 3 tools score higher and cost less. The category's chart of price against score: https://toolgpa.com/charts/accounting ## Keep it, or make your own? **Keep it.** To replace Liscio you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 85 of the 127 other accounting and invoicing tools grade higher. It costs $228 a year. - You could make: Documents, tasks and templates: an app builder makes these well. - You could not: Connections to other products, each kept working as those products change. - You could not: Storing and serving files for other people. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with OneDrive, Google Drive, Box, SmartVault, Outlook, Gmail, SharePoint **Tags:** Documents, File sharing, Tasks, Workflow automation, Templates ## Alternatives - [SmartVault](https://toolgpa.com/tools/smartvault): Document management and client portal for accounting firms. [Compare](https://toolgpa.com/compare/liscio-vs-smartvault) - [TaxDome](https://toolgpa.com/tools/taxdome): Practice management and client portal for tax and accounting firms. [Compare](https://toolgpa.com/compare/liscio-vs-taxdome) - [Canopy](https://toolgpa.com/tools/canopy): Practice management software for accounting and tax firms. [Compare](https://toolgpa.com/compare/canopy-vs-liscio) - [Karbon](https://toolgpa.com/tools/karbon): Practice management software for accounting firms. [Compare](https://toolgpa.com/compare/karbon-vs-liscio) - [Financial Cents](https://toolgpa.com/tools/financial-cents): Practice management for accounting and bookkeeping firms. [Compare](https://toolgpa.com/compare/financial-cents-vs-liscio) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 13, 2026: - https://www.liscio.me/pricing - https://www.liscio.me/ - https://www.liscio.me/integrations Page: https://toolgpa.com/tools/liscio Listed by ToolGPA (toolgpa.com).