Manage your client accounts
Provide your clients with a convenient, secure digital experience under your brand. With Moxo, you can centralize business interactions, manage your client accounts, automate routine tasks, and streamline your business processes.
OneStop for your clients,
OneStop for your business.
OneStop for your business.
Modernize your client service experience, streamline business processes, and manage your practice.
Moxo's OneStop Suite includes...
Client & Management Portals
Configurable workflows
Integrated collaboration
Dedicated Client Workspaces
Bank-grade compliance
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.
Customized workflows
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Digital workspaces
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
360° oversight
Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.
Trusted by global banks
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.
Built-in audit trail
Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.
Role-based 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.
