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About

With Auditi, a platform that simplifies your workflow and brings communication, collaboration, and secure file exchange together. Auditors, accountants, and other professionals must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy. A mix of tools and spreadsheets are used. Communication becomes painfully slow as employees take leave. Many hours are spent chasing clients for files instead of on productive tasks. Vital information is missing, which only becomes apparent later on. Sensitive files get shared by insecure means. And no one really knows what’s going on, not least the client who has a terrible experience before the real work even begins. Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money. Your firm centralizes communication, collaboration, and file exchange on one platform.

About

If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a solution to request information from clients

Audience

Firms of all sizes seeking a solution to provide a world-class experience for clients and staff

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to use. We were able to get some of our older retired clients to use it. Didn't require a change to our back-office systems. Excellent support.
  • I love being able to tell clients that I have a military-grade security file sharing option. Support is great. UI is clean and views are dynamic.

Cons

  • Would have preferred to buy the software online. No free trial.
  • There were some quarks in the functionality. The email function is also a bit clunky.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auditi
United States
www.auditi.com

Company Information

Liscio
Founded: 2017
United States
liscio.me

Alternatives

Cygna Auditor

Cygna Auditor

Cygna Labs

Alternatives

Legitigant Billing Management

Legitigant Billing Management

Vanguard Information Technology

Categories

Categories

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

Karbon

Integrations

Karbon
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