Secure Accounting Portal

Introducing our New Secure Portal

Greenleaf Bookkeeping and Accounting Services is making security automation with the launch of our new portal!

Security is a team effort, so to protect both you and us, we’re moving your sensitive information away from email and other unsecured methods to our new invite-only platform. The best part? It’s simple—just use the platform, no extra steps!

Platform Benefits:

Real-Time Messaging: Greenleaf Accounting and invited clients are the only people who can access Liscio’s Secure Messaging platform. Clients finally have a safe digital space to talk freely.

Secure File Sharing: Liscio’s secure platform allows clients to share documents with us from anywhere in the cloud. With unlimited file storage and unlimited end-users, we can finally collaborate freely with our clients.

Web and Mobile Applications: Clients expect modern accountants to be available when they need them. Just about everything that used to be done in person is available through your browser and the Liscio Mobile App.

Liscio’s secure sharing platform: with mobile app empowers us to provide our clients with a more secure, convenient, efficient, and compliant way to work.

Liscio Secure Portal

Email continues to be the preferred entry point for cyber criminals looking to steal data. And most client portals that use email for notifications are no safer.

There are safer alternatives, such as Liscio, a secure file-sharing and communication system for accounting firms. More than 250 accounting firms and over 20,000 of their clients switched to Liscio from email and client portals last year.

Liscio’s secure sharing platform with mobile app empowers firms of any size to provide their clients with a more secure, convenient, efficient, and compliant way to work. With customer experience as a primary focus of the platform design, Liscio becomes a digital front door that looks better and works smarter than anything the big firms offer.