Pricing guide

Liscio Pricing 2026: Essentials, AI Pro & Tax Team Plans

By the ClientBrief Team · Last updated August 2026

How much does Liscio cost?

Liscio costs $49 per user per month on Essentials, $59 on AI Pro, and $99 on Tax Team. Enterprise pricing for firms of roughly 26 to 50 users starts around $75 per user per month on annual billing, rising to about $90 per user on monthly billing, with custom pricing above 100 users. An AI File Management add-on runs about $20 per user per month.

How Liscio charges

Per user per month, with tiers differentiated mainly by AI capability and tax-specific workflow rather than by seat count or storage. Liscio positions itself as a client experience layer rather than a full practice management system, so the per-user cost buys secure messaging, mobile-first document exchange, e-signature, and payment requests — not internal workflow management. Firms typically pair it with a workflow tool rather than replacing one.

Liscio plans and prices

Essentials

$49 per user / month

Per user, annual discounts available

Secure client messaging, mobile-first document exchange, text-message notifications, e-signature, and payment requests. The client experience core.

AI Pro

$59 per user / month

Per user, annual discounts available

Everything in Essentials plus the AI-assisted capabilities layered over messaging and documents.

Tax Team

$99 per user / month

Per user, annual discounts available

Everything in AI Pro plus tax-firm-specific workflow and collaboration features.

Enterprise

From about $75 per user / month annual (about $90 monthly)

Contract

Volume rates for firms of roughly 26-50 users; custom pricing and packaging above 100 users.

Add-ons and extras

AI File Management add-onAbout $20 per user / month
Enterprise volume discountsAvailable above roughly 50 users

What Liscio actually costs a firm

Firm setupAnnual cost
Solo, Essentials$588 / year
3-person firm, Essentials$1,764 / year
5-person firm, AI Pro$3,540 / year
5-person firm, Tax Team$5,940 / year
30-person firm, Enterprise (annual)About $27,000 / year

Costs that don't show up on the pricing page

  • Liscio doesn't replace practice management, so most firms pay for it in addition to a workflow tool rather than instead of one — budget both.
  • The AI File Management add-on at about $20 per user per month is a 40% uplift on an Essentials seat.
  • The jump from AI Pro ($59) to Tax Team ($99) is steep for what is largely tax-specific workflow, so confirm you need that tier before assuming it.
  • Enterprise rates below the published tiers only kick in at scale (roughly 26+ users), so mid-sized firms pay list.

Is Liscio worth the price?

Liscio is priced as a premium client-experience layer, and the value case rests entirely on whether your clients actually respond better to it. Firms report materially higher client engagement than with desktop portals, which is a real outcome — but at $49-99 per user per month on top of whatever runs your workflow, it needs to move something measurable. If your clients aren't responding to any portal, the cheaper diagnosis is to remove the login step entirely rather than to build a nicer login.

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.

Liscio pricing FAQ

How much does Liscio cost per user?

$49 per user per month on Essentials, $59 on AI Pro, and $99 on Tax Team. Enterprise pricing for firms of about 26-50 users starts around $75 per user per month on annual billing.

Does Liscio replace practice management software?

No. Liscio is a client communication and document exchange platform; it deliberately doesn't cover internal workflow, job templates, or full practice billing. Firms usually run it alongside Karbon, Canopy, or Financial Cents.

What does the AI File Management add-on cost?

About $20 per user per month on top of the base plan. On an Essentials seat that's a 40% increase, so it's worth confirming which AI capabilities are already included in AI Pro before adding it.

Is Liscio cheaper than TaxDome?

At the entry tier, yes — $588 per user per year against TaxDome's $800 minimum. At the Tax Team tier ($1,188 per user per year), Liscio is slightly more expensive than TaxDome Pro, and it covers less internal ground.

Do Liscio clients need to create an account?

Yes — clients use a Liscio account, though the mobile-first design and text notifications make that step less of a barrier than a traditional desktop portal. If avoiding client accounts entirely is the goal, a no-login checklist tool is the alternative.

How much does Liscio cost for a firm of 5?

Five users on Essentials is $245 per month, or $2,940 a year. AI Pro is $295 per month ($3,540 a year) and Tax Team $495 per month ($5,940 a year). The AI File Management add-on adds about $20 per user per month on top, which is another $100 per month for a five-person firm.

How much does Liscio cost for a solo practitioner?

$49 per month on Essentials, or about $588 a year — roughly a quarter of what TaxDome's entry plan costs a single user. That makes Liscio one of the more accessible ways to give clients a polished mobile experience without committing to a full practice management platform, provided you already have workflow handled elsewhere.

Are there hidden costs with Liscio?

The AI File Management add-on at about $20 per user per month is the one that changes the arithmetic, since it is a roughly 40% increase on the Essentials rate. Tier placement matters too: at $99 per user per month, Tax Team annualizes to $1,188, which effectively matches TaxDome's top plan — so Liscio stops being the cheaper option at its own top tier.

Is Liscio worth it?

It is worth it when your clients ignore the portal you already have. Liscio's mobile-first design and text-message notifications get materially better client response rates than a desktop portal login, and it does not force you to abandon workflow tooling you have already paid for. It is not worth it as a practice management replacement, because it deliberately does not cover that ground.

Does Liscio replace TaxDome or Karbon?

No, and it is not trying to. Liscio is a client communication layer — secure messaging, mobile document exchange, e-signature and payments — with no internal workflow management, job templates or full invoicing. Firms that move off TaxDome to Liscio generally add a workflow tool such as Karbon or Financial Cents alongside it, which narrows the saving.

What is the cheapest alternative to Liscio?

For client communication with a bookkeeping focus, Client Hub starts at $49 per user per month, matching Liscio's entry rate. For document collection only — no messaging, no e-signature — ClientBrief is $7.99/month flat and requires no client account at all, which removes the login friction Liscio solves with mobile design.

Related reading

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.

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