Client Hub combines secure client messaging, document collection, and full workflow automation—no need to juggle separate platforms.
Liscio includes secure client communication, but you still need an additional tool for managing tasks and deadlines, time tracking, reporting and more
Built for Collaboration (Team + Client)
Client Hub’s shared task threads, file sharing, and client-facing portal + branded mobile app ensure everyone stays in sync—including your clients.
Liscio offers secure messaging, two-way texting, and file sharing, but often users feel like it is cumbersome for their clients
Leading the Way with Advanced AI Features
Client Hub includes Magic Answers (search docs & emails), Magic Books Review, Magic Email Replies, and Magic Workflow—turning busywork into smart automation. ‍ Liscio’s AI is limited to organizing messages and files—no email drafting or workflow suggestions
Save Big with Client Hub
Client Hub offers a fundamentally more sensible pricing model than Liscio:
Like everything else about Client Hub, our pricing is simple.
We only charges by the number of users in your firm, so you benefit from serving more clients per staff member, not us.
Switching from Liscio to Client Hub can save your firm $30 to $100+ per month. Liscio’s add-ons for texting, e-signatures, and organizers increase costs, while Client Hub includes everything—AI, messaging, workflows, and QBO integration—for a flat $69/user (annual) or $79 (monthly) with no hidden fees or add-ons.
"We were hesitant to switch platforms, but Client Hub made the transition painless. Our clients find it so much easier now that we are on Client Hub."
New
Resolve all Uncategorized QuickBooks Transactions for free!
Our award-winning QuickBooks integration is now free for firms and their clients.
Setup is simple: Just connect Client Hub to your client’s QuickBooks Online company and choose uncategorized transaction account(s) to sync.
Then, it’s Easy as 1, 2, 3 …
Client Hub Auto-magically syncs uncategorized transactions to your client.
Your client provides more info – on the web or on the go in our mobile app.
You review and update QuickBooks - right from Client Hub.
An incredible personal assistant in your practice management system. Ask anything and it will answer your questions, even from information within your PDF, Excel and other client files.
Magic Books Review
Save hours on each monthly close with AI-based review of Balance Sheet and P&L, highlighting accounts and transactions for further review.
Magic Email Replies
Your intelligent inbox assistant that drafts professional client responses in seconds – cutting email management time by up to 70%.
Magic Workflow
Generate a step-by-step workflow for any new client engagement.
Good at messaging and file organization—no email drafting or AI-based workflows.
đź‘Ą Client-First Experience
Built specifically for client experience excellence, with an amazing branded client experience at the core, crafted to collaborate better with your clients, and give them the modern experience your firm is proud to stand behind.
Clients can message, sign, and upload docs—but task checklists and workflows are separate.
đź“‚ Document Management
Sophisticated yet straightforward folder-based document management built into the experience. And an incredible Magic Answers capability for unmatched AI-based answers from these documents.
Offers secure document uploads, e-signatures, and emailing—but manual search only.
🤝 Team + Client Collaboration
Everything about the client is easily available to everyone on your team who works with the client. Easily Pin items – Emails, client communications and more – for Quick Action. Share internal  comments about items to enhance collaboration.
Messaging threads are secure and searchable—team tasks are managed separately.
🖥️ Modern, Intuitive Interface
Contemporary, clean design that you and your team will find intuitive and enjoyable to use.
User-friendly for messaging—but switching between features can feel disjointed.
Switching from Liscio to Client Hub cut our admin tools in half—and streamlined our client process."
Frequently Asked Questions
How does Client Hub's pricing compare to Liscio?
Liscio pricing starts at ~$60/user/month + per-use fees for tax workflows, messaging add-ons, and e-signatures. Client Hub is all-inclusive: $69/user/month billed annually or $79/month, with everything included.
Does Client Hub replace Liscio entirely?
Yes! Client Hub delivers secure messaging, file collection, e-sign, checklists, and structured workflows—along with AI features Liscio lacks.
Can you help migrate from Liscio?
Absolutely! Our onboarding team assists with importing contacts, message history, documents, and task templates seamlessly.
How much can I save by switching from Liscio to Client Hub?
By switching from Liscio to Client Hub, firms typically save between $30 to $100+ per month, depending on usage. While Liscio starts at around $60 per user monthly, additional fees for two-way texting, e-signatures, and tax organizers can quickly add up. In contrast, Client Hub includes all features—AI tools, secure messaging, file requests, e-signatures, and workflows—for $69 per user/month (billed annually) or $79 monthly, with no hidden fees. Plus, you won’t need a separate workflow tool, further reducing your overall software stack and cost.
Ready to Make the Switch from Liscio to a Simpler, Client-Focused Solution?
