For the past few years, our team and clients have used Liscio for secure document sharing, messaging, signing, and more. Liscio is our dedicated secure portal for tax and accounting clients that can be set up with just an email and password.
Below is a link that will bring you to our Liscio playlist on our YouTube channel, and another that will show you how to access Liscio directly from our website if you already have a Liscio account.
Cuddy Financial Services Liscio Playlist
Accessing Liscio Directly from the Cuddy Financial Services Website
If you do not have a Liscio account and would like to give it a try, you can call Kevin Cunningham from our office to set up your account at (315)215-6148.
