Is anyone currently using Liscio? It's the only one so far that I've done a demo for.
It seems like it may work okay for our needs. Hoping for something easy to set up, as well as easy for clients to use for secure portals, ability to track client interaction that is visible to all staff, reminders.
I see there are a number of threads discussing TaxDome, as well as Firm360 and Canopy.
If anyone also looked into Liscio, what services (or lack of) made you decide on a different service?
Thank you in advance for any insight!
Nancy