US – English
Canada – English
Australia – English
Danmark – Dansk
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
How does TaxDome compare to Liscio?
Liscio improves how you communicate with clients. TaxDome helps you manage the entire client journey from intake to delivery to payment in an all-in-one practice management platform. If you’re looking to move beyond fragmented tools and manage your full client workflow in one place, here’s how the platforms compare.
Our client experience speaks for itself
Comparing TaxDome and Liscio features
| TaxDome | Liscio | |
|---|---|---|
| Client experience | ||
|
Client portal Offer clients a secure, user-friendly portal for document sharing and communication. |
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Mobile app A mobile app for your firm's clients for iOS and Android. |
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AI document organization Automatically rename and tag incoming client documents using AI. |
Paid add-on | Limited |
|
Client requests Streamline client communication with organized, trackable requests for information. |
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Website and branding Customize your firm’s client-facing portal with branded design and personalized web pages. |
Limited | |
|
Global communication Let your clients easily connect with your firm and centralize all communications with an all-in-one inbox for SMS, chats, and emails. |
Limited | |
|
Bookkeeping hub Connect client GL and manage uncategorized transactions. |
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Client Care Firms can delegate platform-related client support to TaxDome’s support team. |
Paid add-on | |
|
White-labeled client app A fully branded white-labeled mobile app, developed and maintained by TaxDome. |
Paid add-on | |
|
Kiosk A tablet-based mode for in-office client visits. Signing, payment, document review, and paper scanning sync directly into the client's TaxDome record, no portal login required. |
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| Client management | ||
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Unlimited e-signatures and KBA, QES, AdES Collect legally binding electronic signatures, including advanced and qualified e-signatures (AdES and QES), without limits. |
Limited | |
|
CRM with unlimited contacts Store and manage unlimited client records in one secure, organized CRM. |
Limited | |
|
Organizers and intake forms Create customizable questionnaires to gather all necessary information from clients. |
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Client chats Secure, real-time messaging with your clients – fully integrated into your workflow. |
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Two-way SMS Send and receive text messages directly from your TaxDome account. |
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Synced email Automatically sync your email with TaxDome to track all client communications in one place. |
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Document approvals Ensure client satisfaction and accuracy by requesting document approvals before finalization. |
Limited | |
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AI intake Automatically generate a personalized document checklist from a client's prior tax return, so clients know exactly what to upload from the start. |
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AI tax return delivery Deliver completed tax returns in a clear, guided flow with document review, e-signature, and payment built into one process. |
Paid add-on | |
| Firm management | ||
|
Advanced workflow automation Automate repetitive tasks with powerful, customizable workflows. |
Limited | |
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Team chats Keep discussions and project updates organized with TaxDome’s built-in Slack-like chat. |
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Built-in PDF editor Edit, annotate, and manage PDFs directly within TaxDome — no external software needed. |
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Business analytics dashboard View firm-wide metrics in one place to track performance and growth. |
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Wiki pages (SOPs) Create an internal knowledge base to document processes and best practices. |
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Desktop app Access your TaxDome account with a dedicated desktop application and interact with client documents directly from your computer. |
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Firm mobile app Manage your firm on the go with a dedicated mobile app for practitioners. |
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Atlas Turn any repeatable task into an AI agent that acts on its own and waits for your approval before anything goes out. |
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| Revenue operations | ||
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TaxDome Payments $1B+ processed for accounting firms. Unify proposals, document delivery, and payments in one platform. |
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Invoices Create and send professional invoices, lock documents to invoices, and track payment status effortlessly. |
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Proposals and engagement letters Send customizable proposals and engagement letters for faster client approvals. |
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Time and billing Track billable hours and generate invoices automatically for accurate client billing. |
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Packages in proposals Add tiered service lists to proposals for the client to choose from. |
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POS terminal A card payment terminal for in-person customers. |
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Buy now, pay later Let clients split larger invoices into smaller payments over time, with no extra work for your firm. |
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Deposits Let clients prepay toward future invoices, so bills are settled the moment they're issued. |
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| Integrations | ||
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IRS Get transcripts directly from the IRS in your client portal. Request, view, and manage transcripts for each client, whether individuals or business. |
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QuickBooks Online Automatically sync all payments and invoices created in your client portal with your QuickBooks Online account. |
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Zapier Connect your client portal to 2,000+ tools with Zapier. |
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Tax programs Upload docs to your client portal directly from Drake, ATX, AccountingSuite, CCHAxcess, CrossLink, Intuit ProConnect, TaxSlayer, ProSeries, and many more. |
Limited | |
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Payment providers Stripe, PayPal, Venmo, GooglePay, ApplePay. |
Limited | |
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Schedulers Calendly, Schedulista, Squarespace, Youcanbook.me. |
Limited | |
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SMS TaxDome has an integration with Twilio to provide two-way SMS messaging features. |
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Companies House Link your account and watch as all information about your UK-based clients is filled in automatically in your client portal. |
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DATEV Send documents to DATEV Unternehmen Online from your client portal. |
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Juno Smart intake, automated data entry into tax software, and delivery. |
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API Connect TaxDome to your own tools and internal systems with our public API. |
Paid add-on | |
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MCP Give AI tools like Claude or ChatGPT direct, secure access to your TaxDome data through our MCP server. |
Paid add-on | |
| Security | ||
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SOC 2 Type II Compliance Built to meet the highest industry standards for data security, availability, and confidentiality. |
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Firm-wide activity feed and security audit trails Track every action across your firm in one place for complete visibility and peace of mind. |
Limited | |
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2FA security policies for staff and clients Enforce two-factor authentication across your team to keep sensitive client data secure. |
||
Which tools does your firm currently use?
Count active clients only — the ones you work with during the year.
switching to TaxDome — get your tailored savings breakdown now
Custom pricing for your firm
Firms with more than 20 team members or 3,000 active clients get a plan built around them. Request a demo and our team will prepare yours.
Chris Farris,
COO of Foundation Group (50+ staff)
TaxDome and Liscio pricing
Most popular
TaxDome
$
1,500
per year, 20 seats included
TaxDome offers one plan, starting at $1,500 a year for 150 active clients. All core features are included, with no tiers, seat limits, or feature gating.
The plan includes 20 seats, and additional active clients start at $15 each, with lower rates as your volume grows.
Liscio
$
1,188
per year, 1 seat included
Liscio offers plans by use case: Advisory & Bookkeeping ($49 Essentials, $59 AI Pro + $79 website add-on), Tax ($49 Tax Solo, $99 Tax Team, Enterprise), and AI File Management ($20/user/month).
Tax Team ($1,188 per user annually) is the closest to TaxDome’s scope, and 20 seats would cost $23,760, but firms may still need additional tools for practice management, billing, automation, and collaboration.
Which is the right tool for you? TaxDome vs Liscio
According to Capterra reviews, firms that switch from Liscio to TaxDome are typically looking for more than just better communication — they need a system to run their entire firm. Here’s what makes the difference:
Run your entire firm in one system from client intake to delivery to payment, without relying on multiple tools
Connected workflows, not just features: CRM, pipelines, documents, e-signatures, billing, and payments all work together
One unified client experience — a single portal for messaging, documents, and collaboration
Bank-level security built in: SOC 2 Type II, audit trails, and role-based access
Automation that scales with your firm — standardize onboarding, recurring work, and team processes
Switch to TaxDome from Liscio today with confidence
Move from fragmented tools to a fully connected system without disrupting your team or clients.
We’ll help you migrate your data, set up workflows, and get your firm running in TaxDome from day one.
Request migration
Thank you!
Your submission was successful. We’ll reach out to you to build a comprehensive migration plan for your firm.
Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.
Why TaxDome is the best choice for you
-
$18,600
saved by firms that use TaxDome per employee yearly
-
4.9 /5
client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
-
40 hours
saved by firms that use TaxDome per employee monthly
-
15,000+
accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.
-
2 M+
jobs completed
-
$2 B+
invoices paid
Frequently asked questions
What are the key differences between TaxDome and Liscio?
TaxDome is an all-in-one practice management platform built specifically for tax, accounting, and bookkeeping firms, combining workflow automation, CRM, client portals, e-signatures, billing, payments, compliance, and client communication in a single system.
Liscio focuses on secure client communication, document sharing, task requests, and digital tax delivery with messaging, file exchange, SMS, and AI‑assisted workflow views, but it does not include comprehensive practice operations like billing, CRM, or firm‑wide workflow automation.
How does the pricing structure compare between TaxDome and Liscio?
TaxDome offers transparent pricing based on active clients, not seats: $1,500 a year covers 150 active clients, with additional clients starting at $15 each and lower rates as your volume grows. The plan includes 20 seats, along with all core features, including client portal, CRM, workflows, billing, e-signatures, and automation.
Liscio’s plans start at $49 per user per month for Essentials or Tax Solo, with a mid-tier AI Pro at $59, a Tax Team plan at $99 ($23,760 per year for 20 seats), and larger practice pricing via Tax Enterprise, plus add-ons for website branding. Many core features such as advanced automation, billing, or deep practice management require higher tiers or external tools.
Do TaxDome or Liscio offer tools specific to bookkeepers?
Yes. TaxDome includes a dedicated Bookkeeping Hub with real-time general ledger access, accounting-focused workflows, and seamless collaboration with clients directly on transactions, all included in the plan at no separate charge.
Liscio does not include bookkeeping-specific features or live ledger access; its focus is on client engagement, tax organizers, and communication rather than ongoing bookkeeping operations.
Is TaxDome or Liscio better suited for tax professionals and compliance workflows?
TaxDome is designed to support end-to-end tax workflows — including organizers, document collection, approvals, deadline tracking, secure client communication, and delivery — all within a structured system built for busy-season demands.
Liscio’s features help collect tax information and deliver returns digitally, but the platform is not designed as a comprehensive tax practice management system with integrated compliance workflows and firm operations.
How do AI capabilities compare between TaxDome and Liscio?
TaxDome uses AI to enhance firm operations through intelligent search, document organization, and reporting within a practice management context.
Liscio includes accounting‑specific AI features such as message drafting, AI file intelligence, and voice‑to‑AI for secure client messaging, helping reduce admin work and keep communications organized.
Do TaxDome or Liscio provide centralized communication across SMS, chat, and email?
TaxDome centralizes all client communication — including email, chat, and SMS — within a single client portal connected to your workflows.
Liscio organizes all client messages, emails, and files into a unified timeline that shows messages, email, and alerts in one place.
Do TaxDome or OfficeTools offer tools specifically for tax preparers?
TaxDome supports an end-to-end tax workflow and automates the process with it’s Juno integration. TaxDome provides intake via organizers, automated document requests, KBA-capable e-signatures, and integrations with tax programs.
OfficeTools integrates with Lacerte, supports time tracking, billing, and document management for tax practices, but lacks the automated organizers, mobile-first client experience, and advanced workflow tools tax preparers typically rely on.
Can I bring my firm from Liscio to TaxDome?
Of course! If you have an existing account with Liscio, we have multiple import tools that allow you to bring your firm over to TaxDome quickly and easily. To support your transition, we offer a discount of up to 6 months’ worth of TaxDome free.
“TaxDome is fantastic – I love it. It simplifies so much for my business and makes the whole process of engaging with a client, providing tax organizers, e-signing returns, and client invoicing so streamlined.”