Liscio is a specialized platform that centralizes all client-facing communications and file sharing for accounting and bookkeeping firms in a secure digital mailbox.

Liscio provides a dedicated communication and file-sharing solution built specifically for accounting and bookkeeping firms. The platform centralizes all client interactions into a single, secure digital mailbox, replacing scattered emails and file transfers. It includes AI-powered file management solutions and features designed to streamline client communications and document handling for accounting professionals.
Communication and file-sharing solution for accounting and bookkeeping firms
Starting Price
Enterprise-grade CRM solution from SAP, part of SAP's broader cloud portfolio for large organizations.
All-in-One Business Platform for Freelancers and Consultants
Founded
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Bonsai is a comprehensive business platform for freelancers and consultants offering CRM, proposals, contracts, invoicing, and time tracking. It uses per-user pricing with four tiers and includes a 7-day free trial.
Close deals faster and improve team productivity with a trusted agentic CRM solution
Founded
G2 Rating
Starting Price
Microsoft Dynamics 365 Sales is a cloud-based CRM platform that empowers sales teams with AI-powered insights, sales automation, forecasting, and agentic capabilities. It integrates with Microsoft 365 and provides prebuilt agents like the Sales Qualification Agent, Sales Close Agent, and Sales Research Agent.