customer success story - liscio · customer success story. request a demo today. [email protected]...

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https://liscio.me Request a demo today. (765) 566-7127 [email protected] BEFORE Desk-bound, office-bound. Slow response times over email. Insecure file sharing over email. WITH Work from phone, from anywhere. Real-time messaging significantly reduced response times. Stress-free file sharing over invite-only network. I can communicate easier. I have an accountant and bookkeeper at two separate companies — with Liscio, I can communicate with each of them and I know it’s secure. I don’t feel like I have to be tied to a computer or a phone call. When things pop up, I can shoot a text over in Liscio and attach any documents I need, knowing it’s a safe environment. I don’t have to be in my business to make that happen, I can do it anywhere in the world. That’s what I appreciate most about Liscio: no matter where I am, I can talk to my accountant and submit things to them in a much easier way. I can shoot a text over in Liscio and attach any documents I need, knowing it’s a safe environment. How has Liscio made your day-to-day easier? Alaska Cake Studio Location: Owners: Accounting Firm: Anchorage, AK William Waltz, Will McDonald Rulien + Associates Customer Success Story

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Page 1: Customer Success Story - Liscio · Customer Success Story. Request a demo today. sales@liscio.me (765) 566-7127 I know my accountant or bookkeeper will get the information immediately

https://liscio.meRequest a demo today. (765) [email protected]

BEFORE

• Desk-bound, o�ice-bound.

• Slow response times over email.

• Insecure file sharing over email.

WITH

• Work from phone, from anywhere.

• Real-time messaging significantly reduced response times.

• Stress-free file sharing over invite-only network.

I can communicate easier. I have an accountant and bookkeeper at two separate companies — with Liscio, I can communicate with each of them and I know it’s secure. I don’t feel like I have to be tied to a computer or a phone call. When things pop up, I can shoot a text over in Liscio and attach any documents I need, knowing it’s a safe environment. I don’t have to be in my business to make that happen, I can do it anywhere in the world. That’s what I appreciate most about Liscio: no matter where I am, I can talk to my accountant and submit things to them in a much easier way.

I can shoot a text over in Liscio and attach any documents I need, knowing it’s a safe environment.

How has Liscio made your day-to-day easier?

Alaska Cake StudioLocation:Owners:Accounting Firm:

Anchorage, AKWilliam Waltz, Will McDonaldRulien + Associates

Customer Success Story

Page 2: Customer Success Story - Liscio · Customer Success Story. Request a demo today. sales@liscio.me (765) 566-7127 I know my accountant or bookkeeper will get the information immediately

https://liscio.meRequest a demo today. (765) 566-7127 [email protected]

I know my accountant or bookkeeper will get the information immediately versus backed up in email.

It was pretty cumbersome. I would have to be at my desktop to be able to communicate with my bookkeeper or accountant. When transmitting sensitive or financial information, you never know where it’s going or who has access to it. Especially with email.

Liscio made this process a lot more secure and a lot less cumbersome. With email, it takes a lot longer to get a response back, while with Liscio, I know my accountant or bookkeeper will get the information immediately versus backed up in email. Liscio makes it easy to get the pertinent information we need faster.

What was it like working with your accountant or bookkeeper before and a�er they adopted Liscio?

I recommended Liscio to my accountant as a layer of protection for myself and her clients. I’ve recommended friends to find accountants who use Liscio because of how much easier it is to communicate through Liscio than traditional means.

With Liscio, you’re able to keep track of all your conversations in one area. You don’t have to go searching through your email to find something; everything is archived and labeled out where you need it to be. It keeps all of your information stored in one space versus spread across multiple places like your email or hard drive.

With Liscio, everything is contained down to one app. It makes our lives so much easier.

Why would you recommend Liscio?

Customer Success Story