Client Portal
Liscio is our client communication solution designed to streamline and simplify how we interact with you. This secure platform brings real-time messaging, easy file sharing, e-signatures, and document storage together in one convenient place, making it easier than ever to manage your accounting needs. With Liscio, you can communicate with our team, share important documents, and sign forms quickly and securely, all from the comfort of your own device. It’s the perfect solution for staying organized, saving time, and ensuring that your financial information is always safe and accessible.
The IRS warns about data theft and recommends not to use email, instead to use a more secure way to communicate and send documents. For this reason we are now using LISCIO for our client communication instead of email. LISCIO provides us Real-Time Messaging, Secure File Sharing, Electronic Signatures, and a built-in Document Scanner. LISCIO is a simple and secure platform that can be easily accessed via a computer or mobile app on your phone or iPad, just like online banking! All our future communication and exchange of documents will be via Liscio.
To access your Liscio platform please login below.
On the Go?
The Liscio Pro app gives you access to shared documents and allows you to scan and upload documents from your mobile device. You can also communicate directly with our team by secure message.
Liscio How To
If you are having trouble getting started with Liscio, please CLICK HERE to view a helpful guide.
You can also watch the video below to learn how to navigate the secure portal. In this video, you’ll learn how to: -Accept your firm’s invitation and set up your account -Receive notifications via email or the mobile app -Navigate your Dashboard, manage messages, and complete tasks -Upload files, view documents, and update your profile.​
How to E-Sign documents through Liscio​
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Desktop Only Instructions -
CLICK HERE to view step by step instructions for using the E-Signature feature on Liscio.
You can also view a PDF version by CLICKING HERE.
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Mobile Only Instructions -
CLICK HERE to view step by step instructions for using the E-Signature feature on Liscio.
You can also view a PDF version by CLICKING HERE.
Whether you're new to the platform or need guidance with any step of the process, our team is ready to walk you through the setup. Please feel free to contact our office directly by calling 406 542 3482 or email us at info@whaleycpa.com, and we’ll be happy to provide support. We want to ensure you’re able to take full advantage of LISCIO’s features for seamless communication, secure file sharing, and efficient document management.
Don’t hesitate to reach out—we’re here to make the process easy for you!​