Case Study: Bottom Line Tax Services, LLC achieves faster collaboration and zero client emails with Liscio

Bottom Line Tax Services, LLC - Customer Case Study

Bottom Line Tax Services, LLC, a Douglasville, GA accounting and tax firm, wanted a better way to collaborate with clients and manage work internally. Before Liscio, the team was overwhelmed by emails, data was siloed across inboxes, and too many disconnected tools were being used, making it easy for requests and information to slip through the cracks.

With Liscio, Bottom Line Tax Services replaced SmartVault, AdobeSign, and Google Voice with one platform for client messaging, document signing, secure file sharing, and task tracking. The result was stronger staff visibility, better collaboration, zero client emails and texts, and a smoother tax season; clients also embraced the app so strongly that they asked the firm not to stop using it.

Bottom Line Tax Services, LLC

Jemel Smith

President