By the ClientBrief Team · Last updated October 2026
Liscio costs $19 per user per month for File Intelligence (AI document classification and file storage only, no client messaging), $49 for Liscio Platform (the full client-communication layer, and Liscio's most popular plan), and $99 for Tax Team (adds tax-season automation with 100 bundled organizers, deliveries, and e-signatures per user per year). All three are billed annually per user; monthly billing exists but isn't published, so you have to contact Liscio for that rate. Tax Enterprise, for larger firms, is custom-quoted with no published starting price.
Only need clients to upload documents? Liscio starts at $19 per user / month; ClientBrief is $7.99/month flat — unlimited clients and checklists, no per-user or per-request pricing, no client login.
Per user, per month, billed annually — Liscio's pricing page shows only the annual-per-user rate for every tier and doesn't publish a monthly figure; monthly billing is available but requires contacting sales. The tiers are now split by product layer rather than by AI sophistication: File Intelligence ($19) is file storage and AI-based document classification with no client-facing component at all; Liscio Platform ($49, marked 'Most Popular') adds the actual client-communication layer — messaging via email integration, client tasks and requests, organizers, e-signature, and custom branding; Tax Team ($99) bundles tax-season automation with generous but capped per-user annual limits before a la carte pricing takes over. Liscio also now sells document-collection items a la carte (organizers, tax deliveries) at a flat per-item rate, so firms can pay per use instead of committing to a seat.
Billed annually per user; monthly available by contacting Liscio
File Intelligence — documents read, classified, and named automatically on arrival — plus migration of your existing folder structure, connections to SharePoint, OneDrive, and Google Drive, secure file exchange and storage, per-client file history, and web/mobile apps. Unlimited files, subject to fair use. No client messaging, tasks, or e-signature — this tier is file storage and organization only.
Billed annually per user; monthly available by contacting Liscio
Everything in File Intelligence, plus email integration (Outlook and Gmail), client tasks/requests with due dates, organizers and document collection, e-signature, custom branding, and onboarding. This is the tier that actually adds client-facing communication — Liscio's marked 'Most Popular' plan.
Billed annually per user; monthly available by contacting Liscio
Everything in Liscio Platform, plus tax-specific integrations, advanced season-long automation, and priority support. Bundles 100 personalized tax organizers, 100 packaged tax deliveries, and 100 e-signatures per user per year; usage beyond that bills at the a la carte rate below with no overage penalty.
Contract
For larger firms: higher included limits than Tax Team, full automation, and a dedicated account manager. Liscio no longer publishes an indicative per-user rate for this tier on its pricing page.
| Organizer (a la carte) | $5 each — same rate standalone or as a Tax Team overage |
| Tax return delivery (a la carte) | $5 each — same rate standalone or as a Tax Team overage |
| eSignature add-on | Billed as used — exact per-signature rate not published |
| Firm website add-on | $29 / month, addable to any plan |
| Firm setup | Annual cost |
|---|---|
| Solo, File Intelligence (annual) | $228 / year |
| Solo, Liscio Platform (annual) | $588 / year |
| 3-person firm, Liscio Platform (annual) | $1,764 / year |
| 5-person firm, Tax Team (annual) | $5,940 / year |
| Firm needing Tax Enterprise | Custom — no starting rate published; contact sales |
Liscio's restructuring adds a genuine low-cost option it didn't have before: File Intelligence at $19/user/month gets AI-based document classification and organized storage without paying for a messaging layer you might not need if another tool already handles client communication. But the product most firms actually come to Liscio for — client messaging, e-signature, mobile-first document requests — still starts at $49/user/month under the Liscio Platform name, exactly what Essentials cost before. The $59 AI Pro tier didn't get cheaper or get removed as a cost; it simply stopped being sold as a separate rung. Budget Liscio Platform ($49) as the realistic entry point for the client-experience use case, and treat File Intelligence ($19) as a genuinely narrower, different product.
Comparing against ClientBrief: ClientBrief is $7.99/month flat — no per-user pricing, no seat minimums, no annual commitment, and unlimited clients and checklists. It covers document collection only: send a checklist, clients upload without an account, reminders go out automatically. It is not a replacement for Liscio's wider feature set, and firms often run both.
How much does Liscio cost per user?
$19 per user per month for File Intelligence, $49 for Liscio Platform, and $99 for Tax Team, all billed annually per user. Tax Enterprise, for larger firms, is custom-quoted and not published. Monthly billing exists but isn't shown on the pricing page — contact Liscio for that rate.
What happened to Liscio's AI Pro plan?
It's gone. Liscio restructured its tiers around product layer instead of AI sophistication: the $59 AI Pro tier and its AI capabilities were folded into a new $19 entry tier called File Intelligence, which now gives every customer AI-based file classification, not just those who paid extra for it. The client-communication features AI Pro used to sit above — messaging, tasks, e-signature — are unchanged in price; they're just called Liscio Platform now, still $49 per user per month.
What's the difference between File Intelligence and Liscio Platform?
File Intelligence ($19/user/month) is document storage and AI classification only — it reads, names, and files incoming documents, migrates your existing folder structure, and connects to SharePoint, OneDrive, and Google Drive, but has no client messaging, tasks, or e-signature. Liscio Platform ($49/user/month) adds all of that: email integration, client tasks and requests, organizers, e-signature, and custom branding. If clients need to actually interact with the system, Platform is the tier that does it.
Does Liscio replace practice management software like TaxDome or Karbon?
No, and not at any tier. Even Tax Team is a client-communication and document layer, not job management, billing, or full workflow — firms pair Liscio with a tool like Karbon, Canopy, or Financial Cents for internal practice management, the same as before the tier restructure.
Is Liscio cheaper than TaxDome?
Liscio Platform, the tier comparable to a client portal, annualizes to $588 per user — well under TaxDome Essentials at $800. Tax Team annualizes to $1,188, slightly above TaxDome's own Pro plan at $1,000. File Intelligence, at $228 per user per year, is cheaper than both, but it isn't a fair comparison — it has no client-facing messaging or portal, which is the feature TaxDome and Liscio Platform actually charge for.
How much does Liscio cost for a firm of 5?
Five users on File Intelligence is $95/month, or $1,140 a year. On Liscio Platform it's $245/month ($2,940 a year), and on Tax Team $495/month ($5,940 a year) — Tax Team bundles 100 organizers, deliveries, and e-signatures per user per year before the $5 a la carte rate applies.
Does Liscio have a free trial?
Not a self-serve one. Liscio offers a tailored 1:1 demo where they'll run File Intelligence against your own documents before you pick a plan, rather than a time-boxed trial you can start without talking to sales.
Are there hidden costs with Liscio?
The two to watch are the undisclosed eSignature add-on rate — billed 'as used' with no published price, unlike the flat $5 for organizers and tax deliveries — and Tax Team's bundled limits (100 organizers, deliveries, and e-signatures per user per year), which a busy filing season can exceed, adding a la carte charges on top of the $99 seat. Monthly billing and Tax Enterprise pricing are also both quote-only now.
Is Liscio worth it?
It's worth it if your clients ignore the portal you already have and you're willing to pay $49/user/month for Liscio Platform to fix that — its mobile-first design and text notifications measurably outperform desktop-login portals on response rates. File Intelligence at $19 is worth it as a narrower bet: AI file organization on top of a system you already use for client communication. Neither tier replaces practice management software.
What is the cheapest alternative to Liscio?
For client communication specifically, Client Hub starts at $49 per user per month, matching Liscio Platform's price exactly. Liscio's own File Intelligence tier at $19/user/month undercuts both, but only handles file storage and classification, not messaging. For document collection with no client account at all, ClientBrief is $7.99/month flat.
Pricing checked against the vendor's public pricing page in August–September 2026. Software vendors change prices, tier names, and included features regularly — always confirm current numbers directly with the vendor before signing.
Verified against Liscio's official pricing page →