Why forward-thinking CPA firms are switching to Moxo

At a glance

Legacy client portals and email-based workflows drain CPA firms of productivity, compliance confidence, and client trust. 

Moxo’s CPA client portal changes that equation by combining security, automation, and AI into one branded hub that delivers measurable ROI. Firms that switch report up to 75% more client capacity and 54% shorter process cycles, thanks to automated workflows, audit-ready records, and real-time collaboration. 

By replacing cluttered email chains with structured, secure workflows, Moxo positions accounting practices as modern, efficient, and client-centric.

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The shift to smarter client portals

CPA firms are under pressure. Clients demand seamless digital interactions, regulators require airtight compliance, and staff need tools that minimize manual work. Yet many firms still rely on outdated client portals or email-driven processes that create bottlenecks, frustrate clients, and drain billable hours.

The question decision-makers are asking today is not whether to modernize, but which CPA client portal delivers the highest return on investment. That is where Moxo comes in.

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The cost of the status quo for CPA firms

Relying on legacy portals or email-based coordination carries hidden costs that compound over time:‍

Deadline chaos: When client approvals or document requests are buried in inboxes, deadlines slip.‍

Compliance risk: Without a centralized, audit-ready history, firms spend weeks preparing for regulatory checks.‍

Client frustration: Repeated requests for missing files erode trust and client satisfaction.‍

Staff overload: High-value staff waste time chasing responses instead of focusing on billable work.

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Signs your firm is paying the price of status quo: checklist

• Tax season requires multiple “chasing” emails per client.
• Staff manually track document requests in spreadsheets.
• Clients frequently ask, “What is the status of my file?”
• Preparing for audits consumes hundreds of staff hours.
• Staff spend excessive time on administrative tasks instead of value-added work.
• Client data is scattered across multiple platforms, making it difficult to obtain a comprehensive view.
• Onboarding new clients feels clunky and takes too long.

If three or more resonate, your firm is experiencing the hidden cost of outdated systems.

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ROI framework for CPA client portals

For firms comparing vendors, ROI is the most important decision driver. Moxo enables firms to calculate it in simple terms:

ROI = (Time Saved + Costs Reduced + Billable Time Recovered) – Software Cost

For example:

• Automating document requests saves 10 hours per partner per month.
• At an average billable rate of $200 per hour, that is $2,000 recovered monthly.
• With 10 partners, the firm gains $20,000 of recovered billable time per month.

This is before factoring in reduced compliance costs, shorter client onboarding cycles, and increased client retention.

Try the Interactive ROI Calculator

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Feature and competitor comparison

Not all CPA client portals are created equal. Many tools are little more than static file repositories. Moxo is built to orchestrate workflows, blending automation, security, and intelligent collaboration.

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Unlike traditional client portals, Moxo is not just a static hub. It actively drives processes forward with automation and AI.

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ROI in action: Real-world CPA firm scenarios

Client-heavy firms require more than just a place to store files—they need a secure, automated workspace that keeps sensitive documents moving smoothly without email chaos. Moxo delivers:

• Audit-ready file exchange – every upload, view, and download is logged for SOC 2 & GDPR compliance, as proven by Finrego, which cut onboarding time by 75% while scaling 4×.
  
  
• Role-based workflows & reminders – tasks auto-route to the right preparer or client; Accountific slashed client emails by 90% after switching.
  
  
• Embedded e-signatures & white-label portal – clients breeze through approvals inside your brand; K&A Mobile Tax reported its tax season shifted “from chaos to calm”.
  
  
• Mobile-first access & accounting integrations – connect QuickBooks, Xero, or your ERP so data flows without re-keying.
  
  

G2 reviewers give Moxo a 4.8/5 rating for its “clean interface and night-and-day improvement in client visibility.” Browse more proof in our Customer Stories.

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Why forward-thinking CPA firms choose Moxo

Moxo is designed for accounting and professional services firms that want to streamline client-facing workflows without sacrificing security or personalization. It goes beyond file sharing and task automation to offer a fully branded, mobile-first experience that’s simple for clients and powerful for teams.

Clients receive Magic Links that take them directly to personalized dashboards where they can view, complete, or upload what’s needed. Smart task sequencing keeps them on track with automated reminders. Firms can collect files, capture e-signatures, chat securely, and view every interaction—without switching platforms.

Moxo’s real edge lies in its ability to unify workflow automation, compliance, secure communication, and client experience under one roof.

The case for switching now

Sticking with outdated portals or email coordination means missed deadlines, compliance risks, and frustrated clients. The firms that lead the profession are those investing in secure, intelligent CPA client portals that deliver measurable ROI.

Moxo gives CPA firms the tools to:

• Reduce email clutter by up to 95%
• Shorten processes by more than half
• Increase client capacity without increasing headcount

Forward-thinking CPA firms are already making the switch. The real question is, how long can your firm afford to wait?

Book a Demo | Run the ROI Calculator | Request a Proposal

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FAQs

How does Moxo compare to competitors?

Unlike Dock, GuideCX, or SuiteDash, Moxo isn’t just a storage hub. It combines secure file sharing, workflow automation, and intelligent client portals into one system of action. This makes it purpose-built for CPA firms that need compliance-ready, client-facing workflows rather than static repositories.

How long does implementation take?

Most firms are fully operational in just a few weeks. With industry-specific workflow templates for client onboarding, tax prep, and document collection, the setup process is fast and requires minimal IT involvement.

What is the typical ROI timeline?

Firms typically see measurable ROI within their first tax season. Reduced email clutter, faster document turnaround, and compliance efficiencies often cover the platform’s cost in the first year.

How secure is the platform?

Moxo delivers enterprise-grade security with end-to-end encryption, role-based access, SAML/SSO authentication, and detailed audit trails. These safeguards ensure every client interaction meets SOC 2, GDPR, and other regulatory standards.

What is the pricing model?

Moxo uses a scalable pricing structure based on users and workflows. Most CPA firms find that the time savings and recovered billable hours alone outweigh the subscription cost, making it a cost-positive investment.