Integrations
SMARTVAULT + LISCIO
Document Management, Client Communications, and Automated Tax Processes – Now in One Place
Designed for modern tax professionals, this integration eliminates tedious tasks, enhances collaboration, and lets you run a more efficient, profitable practice.
Make a “No-Overtime” Tax Season Possible
SmartVault + Liscio delivers an integrated experience – from managing documents to collecting source docs to communicating with clients (and more) – that lets you automate tax processes, scale operations, and enhance the client experience.
Why SmartVault + Liscio?
SmartVault and Liscio combine the best of secure document management and modern client communication into one seamless experience. Together, they eliminate time-wasting manual processes, improve turnaround times, and create a better experience for both your firm and your clients.
Save 60% or More of Admin Time
By streamlining document management and client communication processes, firms can save 60% of the time typically spent on administrative tasks. This frees up resources to focus on higher-value activities and client engagement.
Digital, Personalized Tax Automation
Turn complex organizers into straightforward questions that clients can quickly answer, saving hours per return. The digital process also means simpler workflows for esignatures, collecting source documents like W-2s, and more without hand-holding.
Scalable Document Management
Grow your practice without fear of system crashes or performance issues. Handle high volumes easily and maintain speed and reliability as you scale with unlimited storage and clients.
Streamlined Client Interactions
Enable clients to communicate directly with your team and share, view, eSign, and download documents through email, mobile apps, and secure web portals. Attach documents directly to messages, tasks, requests, and eDocs to share quickly.
On-the-Go Access
Access client data, communicate, and manage documents from anywhere, at any time. Both you and your clients need flexibility; we deliver it directly to your fingertips.
IRS-Compliant Security
Granular access permissions give you complete control over system and document access, allowing you to maintain confidentiality, provide peace of mind to your clients, and comply with data security laws.
Eliminate Frustrations with Simple Workflows
Drive results with a truly integrated workflow designed to meet your firm’s and clients’ unique needs.
The SmartVault and Liscio integration has revolutionized our document management and client communications. Liscio serves as our client-acing portal, while SmartVault handles internal document management. The seamless integration between the two allows us to effortlessly manage and share documents with clients in a secure and efficient manner.
One of the standout features is the ability to upload documents directly from SmartVault into Liscio messages without having to download/upload, ensuring that clients have instant access to important files. This integration has saved us dozens of hours and has reduced errors and duplication of work in document handling.
Caleb L. Jenkins
RLJ Financial
