Custom Branding

Custom Branding

What is Liscio's Custom Branding?

Allows you to fully brand you client portal with your firm's logo, personalized image, and unique colors! Your clients will see a truly unique and customized version of your Liscio portal.

So stand out from the crowd, set your firm apart, and reinforce your client relationship at every touchpoint, with Liscio's Custom Branding!




Custom Branding Options

Liscio offers two Custom Branding Packages.





Getting Started

Simply reach out to the Success Team at support@liscio.me, and let them know you'd like to custom brand your Liscio portal!

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Custom Inbox Views

        Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges.  This is a great tool for monitoring important accounts or the messages coming to ...
      • Requests Templates

        Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use the standard templates. ...
      • Setup & Data Guide

        Setup Items ​ We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...
      • Business Organizers

        With Requests, firms are able to send out their client's Individual Tax Organizers directly through Liscio, but many firms have asked us for the ability to send out Business Organizers as well. With that in mind, we've created a number of standard ...
      • Adding Liscio to Your Website

        In today's digital age, providing a seamless and professional experience for your clients is crucial. One simple yet effective way to achieve this is by adding Liscio to your website, allowing clients to log in through your branded Liscio login page. ...