Rootworks team launches client experience platform

Darren Root, founder of accounting firm membership network Rootworks, has created a new software platform called Liscio. The product is a “client experience platform” designed to facilitate the full spectrum of front-end client-firm interaction.

The Liscio platform features client on-boarding, signature capture, client messaging, information requests and other front-stage capabilities.

“We know that many firms have the back-office work covered—there are plenty of solid solutions to streamline transactional tasks,” said Darren Root, CEO of Liscio. “But I also know that most firms continue to struggle with standardizing the broad client experience process—still relying

on emails back and forth between multiple staff and manual document pick-up. Liscio consolidates these tasks into a single, organized platform for ease of client communication and relationship work.”

Liscio has recruited former CEO of Tallie, Chris Farrell, to be the company’s chief operating officer.

“I’m a builder at heart, so when I see an opportunity to help solve a major issue for the profession, like LISCIO does, I want to be involved,” Farrell told Accounting Today earlier this year. “Add to this that Darren’s understanding of the accounting profession is unrivaled and the company’s vision of strengthening the bond between firms and their clients is compelling and timely, and it made my decision to join the LISCIO team very easy.”

Liscio

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