A Comprehensive Client Portal You Can Count On
The right people and the right tools make all the difference. That’s why our client portal is powered by Liscio, the number one client portal for accountants. It offers everything we need to securely and efficiently work together in one convenient location. It makes onboarding, communicating and collaborating quick and easy. You’ll be able to upload files, sign documents, track tasks, email and text, all from one secure location. Plus, you’ll get powerful innovative tools along with real, human expertise from our experienced accounting team to make sure you’re getting the most out of your financial data.
Platform Features & Benefits
Secure Communication
Effortlessly track all communication with secure messages, two-way texting and email integration
Document Organization
Upload, transfer, manage, review, access and sign your financial documents securely with just a few clicks
Mobile Scanner
Get documents fast with a secure mobile scanner that auto-converts your images into PDFs.
Secure Login
Never get locked out or worry about forgetting your password with Face ID, Touch ID, Google and Microsoft for easy login.
Real-Time Financial Reporting
Access or download up-to-date income statements, balance sheets and more at any time.
Automatic Reminders
Receive email and mobile reminders keep you on deadline.
Access Any Time Anywhere
You have 24/7 access to your account from your PC, tablet, mobile app or mobile web browser.
Getting Started with Jason Arsenault, CPA
Whether you are a business tax client in Gallup or an accounting client in Santa Fe, getting started with us couldn’t be easier. Just follow the three easy onboarding steps below to activate your secure Liscio account.
Step 1. Activate Your Account
We’ll send you an email with an activation link. Just click the bright pink button.
Step 2. Create Your Password
You’ll be taken to Liscio’s website where you’ll be asked to create a password that meets the following requirements:
- at least 1 Upper Case letter
- at least 1 number
- at least 1 special character
- at least 12 characters in length
- Password and confirm Password should match
Step 3. Confirm Your Details
If everything looks right, click finish to confirm your details. You’ll then be taken to your portal where you’ll be asked to accept the terms and conditions.
To log back in, simply head to https://payrollbookstaxes.liscio.me or download the mobile app.