What it costs
A month of books at 100 transactions
Does not apply
No plan keeps a full set of books
Checked against the maker's own pages, 27 October 2026.
Liscio price and plans
Prices excluding tax, as Liscio publishes them.
File Intelligence
$19 per user a month
Keeps no full set of books
- Flat fee
Liscio Platform
$49 per user a month
Keeps no full set of books
- Flat fee
Pricing page, captured
liscio.me/pricing, checked
What we checked on Liscio
Promotion and regular price
yearly shown monthly: both published plans quote a per-user monthly figure that the page states is billed annually, and no promotional or introductory rate appears anywhere on the pricing page.
Pricing shown is annual, per user. Monthly plans available, contact us.
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Ledger included
No ledger is included or required: Liscio is a document management system and client portal that sits alongside the tax software and cloud storage a firm already runs.
Liscio works alongside the tax software your firm already relies on. Keep your existing workflow — just add automation.
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What the price is based on
Priced per user per month on annual billing, with organizers and tax deliveries metered separately at $4 to $7 each and a $29 monthly firm website add-on.
$19 per user / month
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Users included
Every seat is billed: there is no bundled user count, so one more user costs another $19 on File Intelligence or another $49 on Liscio Platform, annually billed.
Pricing shown is annual, per user. Monthly plans are available, just contact us.
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Past your plan’s limits
There is no transaction or account allowance to pass; file volume is unlimited subject to fair use, and the vendor promises a conversation before anything changes rather than publishing a rate.
Every plan includes generous usage for normal firm operations. Very high document volume on a single seat may fall under fair-use terms, which we'll…
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Setup or onboarding fee
No setup or onboarding fee is charged on either published plan; onboarding is listed as an included item on Liscio Platform, and only the separate FileCabinet CS migration carries a flat fee.
Onboarding included
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What the AI does
File Intelligence reads every incoming document, identifies the form, year, issuer and client, suggests a filename in the firm's format, builds a tax organizer from a prior-year return, and matches uploads to the request list.
W-2s, 1099s, 1098s, bank statements, even phone photos of them. Liscio finds the form, year, issuer and client. It suggests a name in your format and…
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What the AI costs
included: File Intelligence is the cheapest plan rather than an add-on, so document reading, classification and naming come with every seat at no extra credit or usage charge.
New documents read, classified, and named on arrival
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Reads receipts and bills
Receipts can be photographed, forwarded or dropped in and are read and classified, and uploads are checked off against the firm's document request list, but nothing is matched to a transaction.
Clients drop files in any order, with any name. Liscio matches each one to the document request list and shows what's still missing.
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People check the books
Every suggestion is reviewed by the firm's own team rather than by Liscio staff: names are accepted with a click and anything unrecognized is flagged instead of guessed.
Review each suggested name and accept it with a click.
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Accuracy the vendor claims
The claim is determinism rather than a percentage: a math engine that returns the same name for the same file every run and flags what it cannot identify, with no measurement method published.
Liscio uses a math engine built only for tax and accounting documents. It knows the exact form, year and payer, so the same file gets the same name…
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Platforms
web, plus mobile apps the vendor does not name by platform: the plan card lists web and mobile apps, and the terms describe apps downloaded from a third-party app store.
On the page: File Intelligence plan card, last feature bullet
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Files your tax return
Liscio prepares and files nothing: returns are prepared in the firm's existing tax software and Liscio only delivers them for review, e-signature and payment.
On the page: Tax software we work with section
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Quarterly tax estimates
The client-facing Tax Center shows an estimated payment schedule and lets clients pay it, but the figures come from the return the firm prepared elsewhere rather than from books Liscio keeps.
A simple, client-facing hub where clients can review their returns, see what they owe, understand their estimated payment schedule, and pay their…
liscio.me/tax-solutionsChecked
Your data trains AI
Using the AI features consents to Liscio training and fine-tuning models on your inputs and outputs with direct identifiers removed, and the only opt-out is switching the AI features off entirely.
By using the AI Features, you consent to Liscio using your Inputs and Outputs to improve the AI Features, including for training or fine-tuning…
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For accounting firms
The whole product is a firm program: per-user firm pricing, every client's files and requests on one timeline, custom branding on the Platform plan, and a high-volume Tax Enterprise tier.
Replace the scattered tools you stitch together with a single, custom-branded client platform.
Several businesses
One firm account holds many client entities side by side, each with its own folders and running timeline, and the cost of adding clients is seats rather than per-entity fees.
Every file, message, and request on one Timeline, per client. You always know what came in, what is missing, and what is next.
United States
Sold to US firms only: the service is stated to be intended for and operated from the United States with all data stored there, and the terms forbid making it accessible from other countries.
We are headquartered in the United States and the Services are intended for users in the United States and controlled and operated from the United…
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Free trial or free plan
You can run File Intelligence on one of your own documents from the public site with no login, but there is no free plan and no trial of the product itself.
Pick a sample or drop your own file. It reads every page, pulls the key fields and suggests a clean filename.
Sign up without a sales call
Every plan card routes to a demo booking rather than a checkout, and the pricing FAQ answers the "can I try it" question by offering a tailored demo and help choosing a plan.
Book a tailored demo and we will show File Intelligence on the documents your firm handles most, then help you choose the right plan.
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Contract and cancelling
The published per-user prices are annual, with monthly billing available only by contacting the vendor, and nothing on the public pages states how a firm cancels or whether a call is required.
On the page: Note directly beneath the three plan cards
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Liscio alternatives
All 9 alternatives6 more alternatives
7 of the 9 publish a price.
- Booke AINo list priceAn AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents.
- SimpleAIFrom $79 a monthAI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks.
- ExpensifyFree, then $5 a seat a monthReceipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite.
- CranstonFrom $30 a monthAI prepares draft returns and monthly books inside a firm's own QuickBooks, Xero and tax software.
Sources and changes
Last changed
Sources on liscio.me6
What changed on this page1
- Bookkeeping features, free plan, plan limits, prices, terms
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