How much does Liscio cost?

Per Liscio's pricing page (Oct 2026): $19 per user per month for File Intelligence and $49 per user per month for Liscio Platform, billed annually. Tax Enterprise pricing is on request. Organizers, deliveries, and KBA are extra. Check their site for current pricing.

Do my clients need an account to use DocTick?

No. Clients open a magic link from their email, see an itemized checklist, and upload from a phone or computer.

Can I send tax organizers with DocTick?

You can build reusable checklist templates (tax, mortgage, legal intake, onboarding) and request documents against them. DocTick does not offer personalized interactive organizers.

For Tax & Bookkeeping Firms

✨ DocTick vs Liscio

A Simple Liscio Alternative for Client Document Requests

Liscio bundles document intake, secure messaging, e-signatures, and tax organizers. If you just need a checklist clients can upload to, DocTick sends a magic link and saves files to your own Google Drive.

Zero storage liability Direct Google Drive sync No client passwords or apps

The Transparent Verdict

Which one is right for your firm?

We believe in honest software recommendations. Here is how to choose between Liscio and DocTick.

Choose Liscio if:

Liscio

1You want automatic reading, classification, and naming of incoming files.
2You want secure messaging and a per-client timeline of emails, messages, files, and e-signatures.
3You need e-signatures, Form 8879 collection, tax organizers, or tax return walkthroughs.
4You want a client mobile app and integrations with QuickBooks Online, Outlook, and Gmail.

Choose DocTick if:

Recommended

You mainly need to request and receive documents against an itemized checklist.
You want files saved straight into your own Google Drive, in folders.
You want clients to upload with a magic link, with no account or password.
You prefer a free plan or a flat $14.99/month instead of per-user pricing.

Side-by-Side Breakdown

Feature Comparison: DocTick vs Liscio

See exactly how features, client workflows, and architectures compare.

← Swipe horizontally to view full table →

Feature / Capability	DocTick Our Pick	Liscio
Starting Price Liscio bills annually per user; DocTick Pro is month-to-month.	Free Starter or $14.99 / month Pro	$19 / user / month (File Intelligence); $49 / user / month (Platform)
Document Requests & Checklists	Itemized checklist; approve or reject-with-note per item	Reusable request forms and checklists; progress tracking; auto reminders
Storage	Your own Google Drive, in folders	Liscio storage and file history; integrates with Google Drive, OneDrive, and SharePoint
Automatic File Classification & Naming	•No	Yes (File Intelligence, with user review of suggestions)
E-Signature	•No	Yes, included in Liscio Platform; KBA is $2 per signer
Tax Organizers	•Reusable checklist templates (tax, mortgage, legal intake, onboarding)	Personalized organizers and return walkthroughs, priced per organizer
Secure Messaging	•No	Yes, shown on a per-client timeline
Mobile App	•No (mobile web upload)	Yes
Custom Branding	Pro plan	Liscio Platform plan

Cost & Commitment Comparison

Transparent Pricing with No Forced Upfront Contracts

See the real financial difference between committing to Liscio vs flexible month-to-month DocTick.

Liscio Pricing

$19 / user / month (File Intelligence) or $49 / user / month (Liscio Platform); Tax Enterprise pricing on request

Per user, billed annually; monthly plans available on request (per Liscio's pricing page, Oct 2026)

Commitment: Annual billing; organizers, deliveries, and KBA are priced separately

Limits: Document requests and client tasks are listed under the $49 Liscio Platform plan, not File Intelligence. Organizers and deliveries are priced per use. Check Liscio's site for current pricing.

Save Hundreds Annually

DocTick Pricing

$0 Starter Free or $14.99 / month Pro

Flexible month-to-month; cancel anytime

Solo Savings: About $48 – $408 / year

3-Person Firm Savings: About $504 – $1,584 / year

Critical Analysis

Why Professionals Are Moving to DocTick

Two Different Scopes

Liscio's site describes a platform for tax and bookkeeping firms: it identifies documents like W-2s and 1099s as they arrive, suggests file names, and files them; it also covers secure messaging, e-signatures, tax organizers, and Form 8879 collection. Firms can use it alongside practice management software. DocTick covers one piece: you send a checklist, the client uploads each item, and you approve it or reject it with a note. If you want the broader client workflow, Liscio offers much more. If a checklist and a clean folder in Drive is all you need, DocTick is simpler.

Where Document Requests Sit in the Pricing

Per Liscio's pricing page, the $19 File Intelligence plan covers file exchange, storage, and automatic classification. Document requests, client tasks, e-signature, and custom branding are listed under the $49 Liscio Platform plan. Organizers and deliveries are priced per use ($7 each without a bundle), and KBA is $2 per signer. DocTick's free plan allows up to 3 active requests. Pro is $14.99/month with unlimited requests, automated reminders, and custom branding. DocTick has no per-organizer fees, but it also has no tax organizer product beyond reusable checklist templates.

Files in Your Own Google Drive

DocTick saves every upload to a folder in your own Google Drive using the restricted drive.file scope, so there is no separate document store to manage or export from. Liscio also lists a Google Drive integration, along with OneDrive and SharePoint, so you can keep files in your existing storage there too. Check Liscio's site for how each integration works.

Common Questions

Frequently Asked Questions

Everything you need to know about switching from Liscio to DocTick.

For basic document requests, yes. DocTick has no secure messaging, e-signatures, automatic file naming, tax organizers, or mobile app. If your firm relies on those, keep Liscio.