Liscio is a free app provided by finance and accounting advisors to their clients. The app streamlines the communication and execution of common tasks between advisor and client by providing:
• Secure document exchange
• Digital document signatures
• Client service team contact information
• Mobile notifications
• Information requests
• And much more
In order to access the features and benefits of the app, you will need a secure login. Please ask for your financial advisor for an invitation to CPA Advisor by Liscio.