May 2020 Meeting Notes- Liscio

May 7, 2020 Meeting Notes (Virtual via Zoom Meetings)

By Linda Lagraff       

Liscio 

May 7, 2020

President Kim Boaz opened the meeting with introductions.  Due do the coronavirus and Stay and Home requirements, the meeting was held remotely on Zoom.

Liscio

Chris Farrell, CEO of Liscio gave a presentation on the software and how it was made for accountants. 

Banks have moved to a comprehensive online software platform and Liscio offers the same abilities for accountants.   Easy to use, invite only network and ideal for remote working.

It gives the ability to email clients to a dedicated space, so the emails aren’t lost in the multitudes of other emails.  Emails can be sent individually to each client or by bulk messaging.  You can also text the client, if information is needed quickly.  Documents can be scanned and saved.  The program has an app for the phone and shows everything sent to Liscio.  This is good audit tool, as it has what was sent, when and how.  Can see current and past documents.

Liscio offers training for the accountant and our clients.  Giving end user support for everything, hand-holding for us and our clients.  They train the accountant first and work with us to help getting clients onboard and using the program.  They have email and social media templates.

They are offering us ½ price deal, just mention All-Stars Accounting.

Email either chris@liscio.me or sales@liscio.me

Another good meeting with active, informative discussion

Future meetings:

·       June 4th meeting will be a presentation by a Tax Attorney.  The meeting will be a Zoom meeting, 11:30-1:00 pm.

·       Third Thursday of every month we are hosting a Zoom Happy Hour, 4-5 pm