The all-in-one front office platform delivering the world’s best online #clientexperience 2.0 for #accountants #Bookkeepers #cpa #tax & more Sales (765)566-7127
Indiana, USA
Joined July 2016
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🎉 We’re thrilled to announce that Liscio has been named one of the Top Apps for Accountants in 2024! 🏆 Thank you to @AccountingToday for this incredible recognition.
Discover why Liscio is a game-changer for accounting professionals! accountingtoday.com/list/top…
🚀 Exciting news! Our @SmartVault integration just got smarter! Say goodbye to endless clicking—export and import client files to and from SmartVault with just one click! 🔄✨
Experience a secure, seamless integration!🔐
Watch the video below to see how it works!⬇️
Struggling with client document chaos during tax season? 📂⏳
Liscio + @SmartVault can streamline your workflow and save hours! 🚀 Watch our webinar recap to learn how.
Learn More➡️liscio.me/smartvault
UltraTax CS users—tired of unreliable FileCabinet CS?
Join us tomorrow to see how @SmartVault + Liscio offers a more reliable, modern solution! Simplify tax workflows, enhance client communication, and automate your processes. 📈
Register Now: register.gotowebinar.com/reg…
LiscioCX retweeted
Why stick with FileCabinet CS when the SmartVault + @LiscioCX combo offers a far superior alternative?
This week's webinar will demonstrate how our powerful integration gives UltraTax CS users an upgrade from their native DMS.
Register: bit.pulse.ly/ub9wktxhud
Sticking with outdated systems because they’re familiar? It’s time for a change! 🚀
Join our Sept 5th webinar to see how the @SmartVault + Liscio integration and Tax Automation feature offer a modern solution—without replacing UltraTax CS.
👉Sign Up: register.gotowebinar.com/reg…
The SmartVault + Liscio integration is a game-changer for firms looking to upgrade from outdated solutions. Say goodbye to those frustrating crashes and hello to a smoother, more efficient workflow. Looking forward to seeing everyone there!
UltraTax CS users, are you tired of:
⚙️System crashes?
📉Limited scalability?
👎Poor client experiences?
Join us on September 5th to see how SmartVault + our new @LiscioCX integration offers a superior, reliable alternative to FileCabinetCS.
Register: bit.pulse.ly/o7qy5oncmx
⏰ One Week to Go! ⏰
Don't miss out! In just one week, @dawnbrolin will reveal how to cut tax prep time by 50% and have your most efficient tax season yet with @SmartVault , @GruntWorx , and Liscio. 🚀
Make sure you're registered!
👉 Register Now: smartvault.cpaacademy.org/we…
LiscioCX retweeted
The SmartVault—@LiscioCX combo is helping accounting firms save time and headaches by uploading documents directly from SmartVault into Liscio messages.
Read what Caleb Jenkins of @RLJ_Financial has to say in their success story: bit.pulse.ly/u3lfzj9g4x
Efficiency is key when it comes to a stress-free tax season. With the @SmartVault and Liscio integration, you can reclaim your work-life balance this tax season.
✨ Don’t miss Dawn Brolin's webinar for more time-saving tips.
👉 Register Now: smartvault.cpaacademy.org/we…
Curious how @dawnbrolin , eliminates overtime and cuts tax prep time by over 50%? Join Dawn for exclusive webinar on Aug 28, 2024, at 3 PM EDT to learn her game-changing strategies with @SmartVault , @GruntWorx , and Liscio.
👉 Register Now: smartvault.cpaacademy.org/we…
🌟 Real Client Insights🌟
Discover how the @SmartVault and Liscio integration is transforming practices! @CalebLJenkins from RLJ Financial shares how this powerful combo has saved his team countless hours.
Read the full testimonial ➡️liscio.me/smartvault#real-re…
Our new integration with SmartVault is here to revolutionize your accounting practice! 🤩 🚀
Have you heard? The power of our new SmartVault + @LiscioCX integration provides:
🔄 Seamless two-way file transfer
🗣️ Centralized client interactions
🔒 Enhanced data security
♾️ Unlimited storage and scalability
Learn more: bit.pulse.ly/gwyr5y7g3k
LiscioCX retweeted
All in one place, all at your fingertips. Pairing @LiscioCX with SmartVault will enhance client experiences, keep data safe, and eliminate frustrating processes!
Learn More: bit.pulse.ly/qcharim78h
Two powerful tools = 60% time saved! 👏
Liscio's client portal + @SmartVault's document management system = seamless cloud-to-cloud efficiency. 📈
Learn more!➡️liscio.me/smartvault
LiscioCX retweeted
Big news! 🎉 SmartVault & @LiscioCX have joined forces. This integration combines our robust document management with seamless client communication.
Read the press release to learn how we’re making a no-overtime tax season possible: bit.pulse.ly/tzpjezw4cy
We are excited to announce the new integration between Liscio and @SmartVault ! 😱
Move files directly between Liscio and SmartVault without the need to download and re-upload.📁
Learn more in the press release: smartvault.com/resources/sma…
We are honored to have won the K2 Quality Award for Best Overall Mobile Strategy for 2022 (for the 2nd year in a row!!) Many thanks to @RPJohnston @bftcpa & team for this honor. We know you don't choose lightly & we LOVE that we made the cut!
cpapracticeadvisor.com/2022/…
This article was written in 2020, but relevant now! But we are going to take it one step further - you need to NAIL the experience and ease you offer your clients in working with you. Then everything falls into place! (Liscio is a great choice!)
firmofthefuture.com/content/…
Would you like to have a better tax season in 2023? If so, join Nick Sinclair on January 18, 2023 at 12:00 noon PST for this exciting free webinar "Tax Season Burnout is OVER: How to achieve work-life balance!"
Register here: us02web.zoom.us/webinar/regi…
