Modern Advisors is the demonstration account for Liscio, Inc. It requires a login to use.
WHAT IS LISCIO?
Liscio simplifies the way your clients and staff connect and engage. Liscio is specifically designed for small accounting firms and improves client experience in areas such as:
• Client on-boarding
• Document gathering
• Obtaining signatures
• Client messaging
• Managing to-go items
• Information requests
• Meeting requests
ABOUT LISCIO
Liscio is a Bloomington, Indiana-based cloud and mobile solutions company dedicated to developing technology innovations that simplify the way clients and accounting firm staff connect and engage. The only client experience platform of its kind, LISCIO offers a simplified environment to organize and manage client workflow, communications and relationships within an accounting firm.