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10 best Liscio alternatives for service businesses in 2024

May 20, 2024
  • 9 min read
  • Omid G

    Liscio is a client portal software focused on accountants. However, it’s capable of doing a good job across a wide range of service businesses.

    Liscio was built to centralize client communication and provide a safe and easy way to exchange files and documents. It’s very user-friendly and secure and even comes packed with task management tools and e-signature functionality. Together, all these features make it a solid option for service professionals who want to provide next-level client experiences.

    However, while Liscio is a good tool, it’s not perfect. Some customers feel that it lacks value for money, which is a big factor to consider in this shaky economy. So, let’s look at some of the better Liscio alternatives on the market in 2024.

    What to look for in a Liscio alternative

    Any worthy Liscio alternatives should be able to compete with the product's best features. So let’s look at what you need through the prism of Liscio’s most attractive features.

    • Client portal: One of Liscio’s biggest strengths is client communication. Any Liscio alternatives you consider need to deliver excellent client experiences. The best client portal software allows for secure, centralized messaging and file sharing alongside other client self-service options.
    • Task management: Task management is an important feature of Liscio. Any alternative tool should allow you to track and assign tasks and share calendars and timelines.
    • E-signatures: E-signatures are an essential feature for any service business. From onboarding to audits, tax returns, and more, service businesses need to offer their clients fast, convenient, and secure ways to sign paperwork and contracts.
    • Secure document exchange: Any Liscio alternatives worth thinking about should have encrypted document exchange, solid permission features, and audit trails.
    • Billing tools: If you run a service business, you need tools to create and send invoices alongside payment gateways with flexible billing options.
    • Integrations: While tools like Liscio can do a lot, you’ll want the option of integrating your CRM, specialist software, marketing tools, and so on, to shape the tool around your existing workflows and business processes.

    Top 10 Liscio alternatives for service businesses

    Here are our top picks for the best Liscio alternatives:

    1. Copilot
    2. TaxDome
    3. Canopy
    4. FuseBase
    5. Karbon
    6. SuiteDash
    7. SimplePractice
    8. Dubsado
    9. Financial Cents
    10. HoneyBook

    Let's take a look at the best Liscio alternatives for service business.

    1. Copilot

    Copilot software
    • Pricing: Starts at $29 per month

    Copilot is a business service platform built to deliver superb customer experiences. It comes with a white-label client portal that allows service professionals to centralize messaging, file sharing, and project management.

    Aside from Copilot’s client-centric features, it also allows teams to create forms and contracts for client onboarding, manage proposals, track projects, and manage customers. Additionally, Copilot comes with a range of payment processing options and seamless integrations allowing you to centralize your business and keep your clients happy.

    Notable features

    Here are some of Copilot’s popular features:

    • Workflow automation tools to reduce manual tasks like client onboarding, proposals, contracts, and invoicing.
    • Flexible client portal that allows you to build customized hubs for client communication.
    • Custom billing tools for creating invoices, processing payments, or accepting subscriptions.

    Copilot reviews

    Here is what Copilot users have to say about the platform on third-party review sites:

    2. TaxDome

    TaxDome software
    • Pricing: Starts at $50 per month per user

    TaxDome was originally built to serve accounting and tax management firms. However, these days, it’s an all-in-one practice management suite for a wide array of service businesses.

    A solid feature set that offers CRM functionality, invoice creation, client portals, and smooth integration options all make this a useful tool for different types of service professionals. What’s more, it’s scalable and intuitive to use, even if it’s a bit more finance-focused than the other tools on our list.

    Notable features

    Here are some of TaxDome’s popular features:

    • Customizable client portal for communication, document sharing, and progress visibility.
    • Workflow automation tools to help cut down on manual tasks.
    • Solid integration with tools like QuickBooks or Zapier.

    TaxDome reviews

    Here is what TaxDome users have to say about the platform:

    To find out more about TaxDome, read our article on the best TaxDome alternatives in 2024.

    3. Canopy

    Canopy software
    • Pricing: Free for up to 250 contacts, then starts at $14 per month (annually) and goes to over $460 per month. See all pricing options here.

    Canopy is a solid choice for service businesses who want more efficiency and organization, alongside offering great customer experiences. It integrates well with other apps, it’s scalable, and the interface is smooth and user-friendly.

    However, Canopy is one of the more expensive options on the market, especially if you want to unlock its full capabilities. But when you have the full set of features running, it’s a robust tool for service businesses who want to up their game.

    Notable features

    Here are a few popular features from Canopy:

    • Client portal for document sharing, communication, and even invoice payment.
    • User-friendly practice management tools with workflow automation and task management.
    • Built-in tax resolution tools that will suit accountants.

    Canopy reviews

    Here’s what Canopy users have to say about the platform on third-party review sites:

    To find out more about Canopy, read our article on the best Canopy alternatives in 2024.

    4. FuseBase

    FuseBase agency software
    • Pricing: Includes a free plan, then starts at $9 per month

    FuseBase is a user-friendly and feature-packed business management tool. It’s a great choice for service businesses like plumbing, electricians, or HVAC thanks to its excellent mobile app and scheduling tools.

    With a powerful CRM, scheduling, and quoting and invoicing tools, FuseBase is an ideal choice for service businesses that need to manage employees and clients. There might be a case of feature overkill for smaller services, but it will definitely suit scaling businesses.

    Notable features

    Here are some popular features of FuseBase:

    • Excellent CRM tool to ensure business efficiency.
    • Solid drag-and-drop scheduling tools that will suit service businesses with employees or contractors.
    • Solid reporting and analytics tools to track performance and boost efficiency.

    FuseBase reviews

    Here’s what FuseBase users have to say about the platform:

    5. Karbon

    Karbon software
    • Pricing: Starts at $59 per month

    Karbon is a popular practice management tool with a focus on client communication. Streamlined email management, workflow automation, and collaboration tools like a client portal with document-sharing features, all make Karbon one of the best Liscio alternatives out there.

    Excellent reporting and analytics tools and solid integration options are major strong points for Karbon. However, it’s best suited for teams with five or more employees and higher volumes of administration.

    Notable features

    Here are some popular features of Karbon:

    • Triage feature offers email and task management, to ensure your agency is as efficient as possible.
    • Excellent client collaboration portal and document-sharing hub.
    • Capacity planning features for teams with employees or contractors.

    Karbon reviews

    Here’s what Karbon users have to say about the platform on third-party review sites:

    6. SuiteDash

    • Pricing: Starts at $19 per month per user

    SuiteDash is a business and project management tool that aims to bring value to its users by helping them consolidate a number of software solutions. It’s truly an all-in-one tool and comes with a CRM, client portal, scheduling, invoicing, and reporting tools.

    The CRM is solid and the workflow automation capabilities are a great way to cut down on mundane admin. Overall, it’s a solid and flexible tool that will help service businesses of various kinds.

    Notable features

    Here are some of SuiteDash’s popular features:

    • Comes with everything you need for running a client-focused service business.
    • Customization features allow you to tailor your interface or client portal to your needs.
    • Solid process automation tools to help drive business efficiency.

    SuiteDash reviews

    Here’s what users of SuiteDash have to say about the platform:

    To find out more about SuiteDash, read our article on the best SuiteDash alternatives in 2024.

    7. SimplePractice

    SimplePractice software
    • Pricing: Starts at $29 per month, per user

    SimplePractice is a practice management platform with a focus on the healthcare space. It’s an ideal choice for private doctor and dentistry practices, but it’s flexible enough for other service businesses, too.

    Overall, SimplePractice offers a balanced blend of features and strong UI. Granted, it’s best for health and wellness practices, but it will suit any appointment-based service business.

    Notable features

    Here are some of SimplePractices’ popular features:

    • Slick user interface that anyone can use.
    • Automation tools for appointment reminders and billing.
    • Excellent client portal and payment integration tools.

    SimplePractice reviews

    Here’s what users of SimplePractice say about the platform on third-party review sites:

    To find out more about SimplePractice, read our article on the best SimplePractice alternatives in 2024.

    8. Dubsado

    • Pricing: Starts at $20 per month, per user

    Dubasdo is a well-liked business management platform that was built to streamline service business administration. It comes with a raft of features that help client management, such as proposals, contracts, and invoice creation and management tools.

    It’s highly customizable, scaleable, and comes with solid workflow automation tools. However, Dubsado struggles a bit with integrations and reporting, which might matter for some users.

    Notable features

    Here are a few popular features of Dubsado:

    • Excellent client portal for client communication and tracking payments and projects.
    • Easily customizable forms, surveys, and contracts.
    • Workflow automation tools for email communications and task management.

    Dubsado reviews

    Here’s what Dubsado users have to say about the platform:

    To find out more about Dubsado, read our article on thebest Dubsado alternatives in 2024.

    9. Financial Cents

    Financial Cents software
    • Pricing: Starts from $39 per month, per user

    Financial Certs is a client collaboration and project management tool. It was built with a strong focus on accountants, bookkeeping, and financial services professionals. As such, it’s one of the best Liscio alternatives on this list due to its shared target audience.

    If you want to streamline service business management and consolidate client communication,. Financial Certs is the right tool for the job. However, a steep learning curve and some customization limitations are a drag back. Additionally, it lacks built-in payment tools, meaning you’ll need to find the right integrations for your practice.

    Notable features

    Here are a few popular features from Financial Cents:

    • Secure client portal for communication, file sharing, and project management.
    • Excellent time tracking and reporting and analytics tools.
    • Superb workflow automation tools to help your business run smoothly.

    Financial Cents reviews

    Here’s what users of Financial Cents have the say about the tool on third-party review sites:

    10. HoneyBook

    HoneyBook software
    • Pricing: Starts at $13.30 per month, per user (with special 3-month deal)

    HoneyBook is a streamlined CRM that was built for creative professionals. It’s built to bring efficiency to every stage of the client journey, from proposals to contracts to sending invoices. Some of the features that help HoneyBook stand out from the crowd include automation workflows, proposals and contracts, and invoices and payments.

    Overall, HoneyBook is a flexible tool that helps optimize the client experience. The interface is clean and modern and the automation capabilities will save you time on manual tasks. However, value for money and limited integrations are a concern, especially for smaller teams.

    Notable features

    Here are a few popular features of HoneyBook:

    • Solid client portal for communication, document sharing, and project management.
    • Excellent scheduling tools that allow you to integrate your calendar and automate bookings.
    • Automated tools that help send task reminders, email sequences, and display follow-up actions.

    HoneyBook reviews

    Here’s what users of HoneyBook have to say about the platform:


    Liscio is a great client portal software solution for service businesses. Its customers praise the platform for its user-friendly interface, security, and excellent communication tools. However, many Liscio alternatives come with more features, meaning more value for money and a greater ROI.

    Copilot comes with all the Liscio features and more. If you need a client portal with a CRM, proposal, contract, and invoice generation, and secure and flexible billing tools, Coplit does it all. It also helps you automate onboarding and workflows and build a help desk or knowledge base for client self-service.

    Copilot can also integrate well with popular tools for accounting, reporting, and anything else, plus Zapier and Make. So, start a free 14-day trial today to see how you can transform your service business.

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