Liscio and Karbon Are Now Integrated

Liscio and Karbon have announced an integration of their programs. The integration will be made widely available on May 24, 2021. Current users of both Liscio and Karbon should contact Liscio for assistance with integration set up. Although Liscio is not yet integrated with Intuit Practice Management (powered by Karbon), that integration is being actively worked. 

The Liscio/Karbon integration creates a single shared database for clients and their companies (in Liscio these are called Contacts and Accounts while in Karbon they are called People and Organizations). The database sync works both ways - if a new client contact or account is created in Liscio, it is automatically created in Karbon, and vice versa.  If a Contact or Account is updated in Liscio, the matching Person or Organization in Karbon is also updated.  Staff can be assured they are always working with the most up-to-date client information, which saves time and reduces the possibility of error.

A matching engine ensures that the first integration between the two software packages goes well - and is particularly useful if different naming conventions have been used in Liscio and in Karbon. 

Liscio

Liscio is a modern, secure, invitation-only solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Liscio is dedicated to the craft of client experience. 

Karbon

Karbon is how you run your accounting firm. It brings all your planning, clients, work, and communication together, in one place. So even if your firm has to work remotely, you're all together online.

To learn more about the integration and how it can help your practice, contact Liscio.