AI360 CPA is a done-for-you, white-label tax operations platform — OCR intake, return pipeline, automated follow-up, and a branded mobile app, deployed in under 48 hours. Liscio is a self-serve client communication and document app. The difference is scope and delivery: AI360 CPA is built and run for you; Liscio is configured by your team.
Side by side
| What to compare | AI360 CPA | Liscio |
|---|---|---|
| Setup model | Done-for-you build and configuration | Self-serve setup by your team |
| Branding | Fully white-labeled to your firm | Firm branding within the vendor's app |
| Scope | Intake + OCR + pipeline + follow-up + mobile app | Client messaging and document collection |
| Time to live | Under 48 hours target | Varies with your team's setup time |
| Pricing model | One-time install + monthly (from $395/mo) | Per-user subscription; check vendor pricing |
| Best fit | Firms that want the whole operations layer built for them | Firms that want a self-managed client comms tool |
Liscio features and pricing change over time — confirm current details on the vendor's site. This page describes the difference in scope and delivery model.
Which should a firm pick?
Pick AI360 CPA if you want the full intake-to-pipeline operations layer built, branded, and optionally run for you. Pick a focused client app like Liscio if you only need self-managed client messaging and document collection.