Provide a compliant
client experience
Moxo enables accountants and tax specialists to provide clients with a secure, digital service experience. With Moxo's OneStop Client Interaction Hub, you can automate routine tasks, streamline your business workflows, centralize client interactions, expedite paperwork-heavy workflows, and manage staff to deliver responsiveness — with an auditable ePaper trail.
OneStop for your clients,
OneStop for your organization.
OneStop for your organization.
Modernize your client service experience, streamline business processes, and manage your firm.
Client, Business, and Management Portals
Configurable workflows
Integrated interaction
Personalized, white-label experience
Dedicated client workspaces
Bank-grade security
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.
Streamline your business process
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Powerful interactive capabilities
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
Break down bottlenecks
Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.
End-to-end management
Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.
Bank-grade security
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.
Roles and permissions
Designate roles and permissions for your clients, accountants, advisors, legal staff, and others. Manage roles to ensure participants can only take action on what they’re supposed to.
