List of Liscio Customers
Bloomington, 47404, IN,
United States
Since 2010, our global team of researchers has been studying Liscio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Liscio for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Liscio for Customer Experience include: Liscio, a United States based Professional Services organisation with 40 employees and revenues of $4.0 million, Cuddy Financial Services, a United States based Professional Services organisation with 12 employees and revenues of $2.0 million, Rulien Whitlock & Assoc, a United States based Professional Services organisation with 10 employees and revenues of $2.0 million, Vanderford CPA, a United States based Professional Services organisation with 4 employees and revenues of $1.0 million, Fujikawa & Assoc, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Liscio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Liscio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brown Nelms Co | Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
In 2022, Brown Nelms Co implemented Liscio as its Customer Experience application. Liscio is embedded on the Brown Nelms Co website to provide a web based client portal and secure client communications for the professional services firm.
The deployment leverages Liscio capabilities typical for Customer Experience platforms, including secure messaging, document exchange, and client portal access to centralize correspondence and file sharing. Operational coverage is focused on client services and administrative staff, with configuration around web embedded access, client onboarding workflows, and a centralized inbox to consolidate interactions. Integrations are limited to the website embedding referenced in the source, and governance emphasizes process changes to route client communications through Liscio with role based access controls and documented client consent workflows.
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Cuddy Financial Services | Professional Services | 12 | $2M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
In 2022, Cuddy Financial Services implemented Liscio as a Customer Experience application on its website. The firm deployed Liscio to provide an embedded client portal that centralizes secure messaging, document exchange, and client intake workflows for its advisory teams, delivering a branded interface accessible directly from the company site.
Configuration emphasizes secure messaging, file uploads and document signing modules, along with role based access controls for advisors and administrative staff. Operational scope covers client services and account management within the United States, with the implementation focused on frontline client engagement and client communication processes.
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Davis & Decowski Group | Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
In 2022, Davis & Decowski Group implemented Liscio to provide a firm-level Customer Experience solution supporting client communications and secure document workflows. The Liscio deployment is surfaced on the company website, embedding the Liscio client portal for authenticated client access and intake. Deployment scope covers the small professional services firm in the United States and targets tax and client services business functions. The implementation centers on client-facing workflows including onboarding, secure messaging, and document exchange through the Liscio platform.
Configuration work emphasized Liscio client portal and secure messaging capabilities, with implementation aligned to standard Customer Experience functionality such as document sharing, intake forms, and e-signature enabled consistent with the application. The Liscio application is integrated with the firm website front-end to provide a single access point and to route client-submitted documents and messages into internal service queues. Governance and process adjustments focused on centralizing client communications in Liscio and formalizing intake and task routing for client services staff. The description highlights Davis & Decowski Group, Liscio, Customer Experience and the firm’s client services function without asserting specific outcome metrics.
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Dunning & Dunning | Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
In 2022, Dunning & Dunning implemented Liscio on their website. Dunning & Dunning uses Liscio as a Customer Experience application to centralize client communication and secure document exchange for its professional services practice. Liscio is deployed as a client-facing portal embedded on the firm website, provisioned for internal users to manage client messages, file transfers, and engagement workflows.
Usage spans core client service workflows and back-office accounting communications, aligning the Liscio Customer Experience deployment with client onboarding, ongoing engagement, and file delivery processes. Configuration centers on secure messaging, portal access controls, and document exchange capabilities, with operational ownership residing with client-facing staff. The implementation is sized for a small professional services firm of approximately 10 employees, reflecting an embedded portal architecture supporting external client access via the firm website.
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Ferguson Sizemore & Assoc Pc | Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
In 2022, Ferguson Sizemore & Assoc Pc deployed Liscio as a Customer Experience application on its public website. The deployment embeds Liscio's cloud delivered client portal into the firm website to centralize client communications and secure document exchange. For a 10 person professional services firm Liscio is configured to support client messaging, document collection, and client-facing workflow orchestration relevant to accounting engagements.
Configuration emphasized front office client interaction modules, including secure messaging, document upload and e-signature style workflows provisioned through Liscio. Operational scope is firm wide, supporting client service and engagement teams, and governance focused on standardizing client intake and communication procedures routed through the Liscio portal to reduce ad hoc email exchanges.
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Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
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Professional Services | 40 | $4M | United States | Liscio | Liscio | Customer Experience | 2020 | n/a |
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Professional Services | 10 | $1M | United States | Liscio | Liscio | Customer Experience | 2022 | n/a |
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Buyer Intent: Companies Evaluating Liscio
- Arma Partners, a United States based Construction and Real Estate organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Arma Partners | Construction and Real Estate | 10 | $1M | United States | 2024-08-08 |