# Liscio — Document management, tax organizers, tax delivery and client portal for accounting and bookkeeping firms. > Source: Tick Mark Books — https://tickmarkbooks.com/liscio (structured, researched, re-verified) Liscio is a client portal and document management system for accounting and bookkeeping firms, whose File Intelligence reads each incoming document and names and files it to the firm's convention. It also builds tax organizers, collects documents, and delivers returns for e-signature. **Best for:** Small accounting and bookkeeping firms drowning in client document chasing and filing | Fact | Value | | --- | --- | | Website | https://www.liscio.me/ | | Category | Bookkeepers and accounting firms, With a bookkeeper checking | | Open source | No | | Price | $19 a seat a month | | Price checked | 27 October 2026 | Screenshot of Liscio: https://tickmarkbooks.com/img/1920/screenshots/liscio.webp, captured 28 October 2026 **What we checked** - Pages last read: 27 October 2026 - Price on its site: From $19 a seat a month (From its pricing page) ## What it costs A month of books at 100 transactions: Does not apply No plan keeps a full set of books ## Liscio price and plans Prices excluding tax, as Liscio publishes them. | Plan | Price | What's included | | --- | --- | --- | | 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 as we captured it: https://tickmarkbooks.com/img/1920/screenshots/liscio/pricing.webp, captured 28 October 2026 Read on https://www.liscio.me/pricing, 27 October 2026. ## What we checked on Liscio ### What it costs to keep your books **Promotion and regular price** · No — 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. > — https://www.liscio.me/pricing · Note directly beneath the three plan cards, checked 27 October 2026 **Ledger included** · No — 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. > — https://www.liscio.me/tax-solutions · Tax software we work with section, checked 27 October 2026 **What the price is based on** · Yes — 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 > — https://www.liscio.me/pricing · File Intelligence plan card, price cell, checked 27 October 2026 **Users included** · Yes — 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. > — https://www.liscio.me/pricing · Pricing questions, "How does billing work?" answer, checked 27 October 2026 **Past your plan’s limits** · Partly — 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 always discuss with you directly before anything changes. > — https://www.liscio.me/pricing · Pricing questions, "What does "unlimited files, subject to fair use" mean?" answer, checked 27 October 2026 **Setup or onboarding fee** · No — 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 > — https://www.liscio.me/pricing · Liscio Platform plan card, feature list, checked 27 October 2026 ### What the AI does with your books **What the AI does** · Yes — 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 the right folder. > — https://www.liscio.me/ · How it works, step 01 Read, checked 27 October 2026 **What the AI costs** · Yes — 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 > — https://www.liscio.me/pricing · File Intelligence plan card, first feature bullet, checked 27 October 2026 **Reads receipts and bills** · Partly — 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. > — https://www.liscio.me/ · How it works, step 03 Match, checked 27 October 2026 ### Who checks the AI’s work **People check the books** · Yes — 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. > — https://www.liscio.me/ · Hero demo caption, "Liscio suggests a name in your format.", checked 27 October 2026 **Accuracy the vendor claims** · Yes — 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 every time. > — https://www.liscio.me/ · Trust section, "Math, not guesswork.", checked 27 October 2026 ### Where your books live and what it connects to **Platforms** · Yes — 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. > Web and mobile apps > — https://www.liscio.me/pricing · File Intelligence plan card, last feature bullet, checked 27 October 2026 ### Taxes **Files your tax return** · No — 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. > Liscio works alongside the tax software your firm already relies on. Keep your existing workflow — just add automation. > — https://www.liscio.me/tax-solutions · Tax software we work with section, checked 27 October 2026 **Quarterly tax estimates** · Partly — 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 taxes. > — https://www.liscio.me/tax-solutions · Tax Center section, checked 27 October 2026 ### Your data and its security **Your data trains AI** · Yes — 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 models to service your account. > — https://www.liscio.me/privacy-policy · Section 6 AI Features, "Use of Data for AI Improvement", checked 27 October 2026 ### Who it is built for **For accounting firms** · Yes — 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. > — https://www.liscio.me/solutions/bookkeeping-firms · "One platform for everything" feature card, checked 27 October 2026 **Several businesses** · Yes — 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. > — https://www.liscio.me/solutions/bookkeeping-firms · "It files them by client" step in How File Intelligence ends it, checked 27 October 2026 **United States** · Yes — 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 States. All data is processed and stored in data centers located in the United States. > — https://www.liscio.me/privacy-policy · Section 5 Data storage and international data transfers, checked 27 October 2026 ### Trying it, starting and getting help **Free trial or free plan** · Partly — 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. > — https://www.liscio.me/features/file-intelligence · See it work — no login section, checked 27 October 2026 **Sign up without a sales call** · No — 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. > — https://www.liscio.me/pricing · Pricing questions, "Can I try File Intelligence before choosing a plan?" answer, checked 27 October 2026 **Contract and cancelling** · Partly — 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. > Pricing shown is annual, per user. Monthly plans available, contact us. > — https://www.liscio.me/pricing · Note directly beneath the three plan cards, checked 27 October 2026 ## Liscio alternatives - [Zoho Books](https://tickmarkbooks.com/zoho-books) · Free plan, then $20 a month: Cloud accounting ledger with Zia AI, bank feeds, sales tax and 1099 e-filing, from $20 a month. - [FreeAgent](https://tickmarkbooks.com/freeagent) · From £10 a month (about $13): UK cloud accounting with HMRC filing, bank feeds and AI receipt capture, priced per business type. - [Stampli](https://tickmarkbooks.com/stampli) · Price on request: Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing. - [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents. - [SimpleAI](https://tickmarkbooks.com/simpleai) · From $79 a month: AI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks. - [Expensify](https://tickmarkbooks.com/expensify) · Free plan, then $5 a seat a month: Receipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite. - [Cranston](https://tickmarkbooks.com/cranston) · From $30 a month: AI prepares draft returns and monthly books inside a firm's own QuickBooks, Xero and tax software. - [Digits](https://tickmarkbooks.com/digits) · From $65 a month: AI-native general ledger that books and reconciles itself, replacing QuickBooks or Xero for US businesses. - [Xero](https://tickmarkbooks.com/xero) · From $27 a month: Small-business ledger with a JAX assistant that answers questions in plain language; unlimited users on every plan. 7 of the 9 publish a price. [All 9 alternatives](https://tickmarkbooks.com/liscio/alternatives/) ## Sources and changes Last changed 28 October 2026 **Sources on liscio.me** (6) - https://www.liscio.me/pricing, read 27 October 2026 - https://www.liscio.me/, read 27 October 2026 - https://www.liscio.me/tax-solutions, read 27 October 2026 - https://www.liscio.me/privacy-policy, read 27 October 2026 - https://www.liscio.me/solutions/bookkeeping-firms, read 27 October 2026 - https://www.liscio.me/features/file-intelligence, read 27 October 2026 ## Is this yours? Claim Liscio: https://tickmarkbooks.com/claim/liscio Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: Liscio (liscio)".