Moxo for accounting firms: Find the best plan tailored for your business
At a glance
For accounting firms, pricing is never just about subscription fees—it’s about ROI. Moxo delivers measurable impact, including 54% faster workflows, 75% more client capacity, and 95% less email clutter. Unlike basic portals that introduce hidden costs through inefficiency or risk, Moxo was built for professional services with automation, security, and compliance baked in. Firms can evaluate value directly through Moxo’s ROI calculator or explore plans in a demo to see how the platform scales with their needs.
The real cost of inaction
If you are comparing pricing between client portal vendors, you’re already in the final stages of decision-making. The natural question is “What does this cost?” But the smarter question is, “What does it cost to do nothing?”
Accounting firms relying on email and spreadsheets pay a hidden tax every year—lost hours chasing documents, higher compliance risks, and unhappy clients during tax season. The decision is not about software expense.
It’s about the ROI of eliminating waste, protecting compliance, and scaling client relationships without scaling headcount. That is where Moxo stands out.
The cost of status quo workflows
Here is what firms lose when they stay with legacy systems:
- Lost billable hours: Each client engagement requires manual follow-ups. Multiply by hundreds of clients, and the cost is enormous.
- Compliance risk: Scattered attachments and email trails are not audit-ready. Missed steps lead to regulatory risk.
- Client churn: Frustrated clients switch when they feel service is slow or unprofessional.
- Staff burnout: Busy seasons become chaotic when there is no automation or visibility.
Example calculation: If a firm manages 300 clients and loses just two billable hours per client to inefficiency, that is 600 hours lost. At $150 per hour, that equals $90,000 per year in hidden costs.
How to calculate ROI for a client portal investment
Firms should look at ROI in a structured way.
ROI = [(Time Saved × Hourly Rate) + (New Clients Gained × Engagement Value)] – Software Cost
- Time saved: Moxo reduces process length by 54%. Ten hours of onboarding becomes 4.6 hours.
- Cost reduction: Automated requests and approvals replace manual reminders.
- Revenue uplift: Firms using Moxo handle up to 75 percent more clients per staff member.
- Risk avoidance: Audit trails reduce compliance prep costs and penalty risks.
To see what ROI could look like for your firm, try Moxo’s ROI calculator. Just plug in your average billing rates, staff hours, and client volumes—it instantly projects time and cost savings based on real-world accounting use cases.
Try the ROI calculator to input your own client numbers and billing rates.
ROI in Action: Accounting firm scenarios
Tax season workflows
- Before Moxo: Endless email reminders, missed forms, and delays.
- With Moxo: Automated file requests and smart alerts drive timely responses.
- Impact: 54% faster completion.
Audit readiness
- Before Moxo: Staff spend weeks reconstructing email histories.
- With Moxo: Every action is logged with a secure audit trail.
- Impact: 20+ hours saved per audit and reduced compliance risk.
Client onboarding
- Before Moxo: Manual coordination across staff and clients.
- With Moxo: Templated onboarding flows, branded portals, and real-time visibility.
- Impact: 75% increase in client capacity without new hires.
Comparison Table: With Moxo vs Without Moxo
Transparent look at Moxo pricing plans
Moxo’s pricing is built to scale with your firm—whether you're digitizing client communication or orchestrating complex workflows across multiple teams. Each tier offers increasing levels of automation, control, and flexibility.
Business
For firms getting started with secure, external-facing workflows, without complexity.
Includes core features like workflow templates, approvals, file requests, secure messaging, e-signatures, and branded Magic Link access.
Business Pro
For growing firms ready to scale with automation and advanced integrations.
Builds on the Business plan with conditional logic, advanced automations, forms, 7-year audit trails, SAML SSO, and management dashboards. Optional add-ons include client-facing dashboards and a white-labeled mobile app.
Enterprise
For firms needing full flexibility, compliance, and developer control.
Adds API/SDK access, enterprise deployment options, webhook integrations, and dedicated technical account support—ideal for multi-entity firms or teams with specialized infrastructure needs.
Want to explore the right fit for your firm? Book a demo to request custom pricing aligned to your use case, client volume, and workflow goals.
Why Moxo delivers higher ROI than alternatives
Many firms evaluate competitors such as SuiteDash, Accelo, or practice management tools. Here is how they compare.
- Time saved: Moxo reduces process length by up to 54%. If onboarding normally takes 10 hours, Moxo brings it down to just 4.6 hours—freeing up billable time for advisory work.
- Cost reduction: With automated reminders, file requests, and e-signatures, firms eliminate the need for staff to manually follow up with clients.
- Revenue uplift: Firms using Moxo report serving up to 75% more clients per staff member, thanks to workflow automation, document collection, and simplified approvals.
- Risk avoidance: Moxo’s audit-ready trails reduce compliance overhead and help avoid penalties tied to missing documentation or version errors.
Moxo vs Competitors
Moxo is the only platform combining secure collaboration, audit ready workflows, automation, and client experience in a single hub.
Customer proof of value
Accounting firms using Moxo report significant gains in both efficiency and client servicing capacity—especially during high-volume periods like tax season.
In one Moxo case study, a mid-sized CPA firm replaced disjointed email threads with automated workflows and secure document collection. The result:
- 75% increase in client service manager capacity, allowing staff to support more clients without increasing headcount
- 54% shorter turnaround time across onboarding and tax prep workflows
- 33% boost in billable hours, driven by reduced admin work and faster client responses
- 95% drop in email clutter, thanks to centralized messaging, task tracking, and approvals within one branded portal
“We doubled client throughput without adding staff. Moxo gave us structure and automation during tax season.” — Mid-sized CPA Firm
These results aren’t outliers—they’re typical for firms replacing fragmented tools with Moxo’s all-in-one workflow platform.
Ready to quantify results for your firm? Book a demo or try the ROI calculator to forecast savings based on your actual workflow volume.
The bottom line: ROI over price
While pricing plays a role, the real decision comes down to ROI. Moxo helps accounting firms streamline onboarding, reduce email clutter, boost client-facing capacity, and meet compliance standards, all without adding headcount.
If your firm has outgrown email and file-sharing tools, it’s time to upgrade to a platform that handles secure communication, workflow automation, document collection, e-signatures, and audit readiness, all in one seamless experience.
If your business needs more than an email client, Moxo provides a complete client interaction workflow — secure, auditable, and built for professional services.
Book a demo to see how Moxo can deliver measurable ROI for your accounting firm.
FAQ
How does Moxo compare to competitors?
Moxo is built for professional services. Unlike static portals or IT-heavy workflow tools, it blends secure collaboration, workflow automation, and compliance in one client-facing hub.
How long does implementation take?
Most firms launch in 2–4 weeks with workflow templates. Larger enterprise rollouts may take 6–8 weeks.
What is the typical ROI timeline?
Firms see measurable ROI within the first 90 days, especially during tax season or audits when inefficiencies peak.
How secure is Moxo?
Moxo provides bank-grade encryption, role-based access, SAML/SSO, and detailed audit trails. It meets SOC 2 and GDPR standards, ensuring compliance.
What is the pricing model?
Pricing scales by feature tier and firm size. Most firms start with a per-user plan and expand to an enterprise as their workflows and client base grow.
