Case Study: LongwoodCPA achieves streamlined collaboration and time savings with Liscio

LongwoodCPA - Customer Case Study

LongwoodCPA, a Florida CPA firm led by Janelle Pedulla, needed a better way to support small business clients with real-time, secure back-office collaboration. Before Liscio, the firm relied on Thomson Reuters NetClient, which was difficult for clients to use, required frequent tech support, and was unstable, while also lacking the flexibility, security, and task management features the firm needed.

Liscio provided LongwoodCPA with a secure, user-friendly client communication and data-sharing platform with integrated eSign, scanning, unlimited storage, texting, and task tracking for both staff and clients. The firm eliminated NetClient and streamlined operations by consolidating communication and documents in one place, improving collaboration and saving Janelle an estimated few days per year in time. LongwoodCPA also reported quick client adoption, a smooth implementation, and calmer, more predictable busy seasons thanks to Liscio.

LongwoodCPA

Janelle Pedulla

Owner