When Kelly Gonsalves began her Liscio journey last year, she was able to tame the email/text/shared-drive mess. She can now relay data, answers, and requirements as easily as taking a note or sending a text.

Kelly found putting Liscio into practice transformative. She has at least three fewer “solutions” to check in on and pay for as all her communication is now centralized. There was no way she was going back! However, Kelly discovered serving clients involves communication with others that often aren’t ready to leave email behind.

So, what is a forward-thinking bookkeeper or accountant, like Kelly, to do?

Other apps offer either a completely closed communication experience, or they are based on an email that is OPEN to all. In both cases, the system only works if you manage to keep everyone doing everything right, every time. It’s a participation utopia—one sure to crumble under the pressure of real-world business. In the end, you’re still left with either another communication silo or one more chaotic email stream. It is a rare app that accommodates important outside information while maintaining focus for your firm and your clients. Fortunately for Kelly—and all of us—Liscio is that rare example.

Join this webinar where Kelly will explore Liscio’s newest contribution to Client Experience 2.0. By leading the charge in addressing the challenge of old email systems that linger, Liscio is creating a more agile communication experience for this ever-changing financial and technological world. Spoiler alert: This webinar won’t just show you how to catch external information; it will help you put external information in context and make it actionable—even in team settings. With Liscio, you’ll be able to lead into the future while still acting clearly with those still operating in the past.

Learning Objectives:

• Identify the major hurdles experienced when relying on email for communication


• Differentiate between email as an information system and email as a delivery method


• Describe the way Liscio has added action-ability and transparency email within the Liscio platform


• Give examples of a few key scenarios where the new email functionality would be valuable to firms of all sizes


• Recall the key differences between the email transparency and the Liscio platform itself