The OneStop™
Client Interaction Hub for accounting

Streamline case workflows, manage your practice, and engage your clients.

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.

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.

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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.

Accelerate accounting
processes including

Tax preparation

Purchasing

Sales Accounting

Payroll Review

Reconciliations

Inventory Management

Procurement

Lines of credit

Fixed Expenses

LLC Formation

Statement Preparation

Statement of accounts

Ledger review

Bookkeeping

Audit Preparation

Power of Attorney

Franchise Assessment

Forecast Planning

Payable Accounts

Practice continuation

Business Forecasting

Find your inspiration from these businesses

From bookkeepers to tax advisory firms, Moxo powers the most innovative businesses in the industry.

K&A MOBILE Tax SErvices

Based in Texas, K&A Mobile Tax Services has earned a reputation for providing exceptional accounting and client service through their app.

WAS TAX PRO’S

Located in California, the Was Tax Pro’s app enables their team to offer clients efficient and strategic financial services while simultaneously streamlining business processes.

PHYSICIANS CPA

Physicians CPA is a Toronto-based accounting practice that solely focuses on physicians. They use their app to send sensitive documents and communicate securely.

RTA MULTISERVICE

RTA MultiService provides tax solutions to businesses and individuals nationwide. Their Moxo-powered app helps them manage their practice and client accounts.

ACTE BOOKKEEPING SERVICES

ACTE uses their Moxo-powered app to provide clients with strategic and streamlined accounting, tax preparation, and bookkeeping services.

VANTEDGE

VantEdge Partners is a private investment group that uses their app to provide a space for seamless business workflow approvals and efficient collaboration.