Moxo vs TaxDome: Which client portal is right for your accounting firm
At a glance
Moxo is a comprehensive client portal solution designed to streamline processes. With a focus on workflow automation, the platform facilitates seamless document exchange, real-time collaboration, and third-party integrations in a single, secure branded portal.
TaxDome offers an all-in-one practice-management suite designed specifically for accounting firms.
Modern clients expect secure, efficient portals with clear audit trails and intuitive design.
The right choice depends on your firm’s needs: structured orchestration with Moxo or accounting automation with TaxDome.
Why your accounting firm needs a client portal now
Accounting clients today expect seamless, secure, and transparent collaboration. Firms that utilize client portals can reduce their administrative overhead by up to 40 percent, thanks to centralized messaging, e-signatures, and version control. With options like Moxo and TaxDome, leaders often wonder which platform suits them best. This article breaks down both tools to help you understand the differences and evaluate what works for your practice.
Best client portal for accounting firms: How to choose the right one
Choosing the right client portal is more than comparing features. Firms should assess how each platform aligns with their workflow, client expectations, and long-term goals. Key factors include:
Security and compliance
Look for enterprise-grade safeguards such as SOC 2 and GDPR compliance, role-based access, audit trails, and MFA/SSO. Clients expect their financial data to be handled with robust protections.
Client experience
A portal should make communication seamless, mobile-friendly, and intuitive. Look for tools that reduce email clutter and allow clients to exchange documents and approvals without friction.
Workflow automation
Beyond file sharing, evaluate how well the portal automates requests, reminders, approvals, and recurring tasks; critical for reducing manual effort during tax season.
Integration with accounting tools
Check whether the portal connects with platforms like QuickBooks, Xero, or your CRM. Strong integrations reduce duplicate work and keep client records consistent.
Scalability and flexibility
If your firm grows into advisory or audit services, the portal should support broader use cases. Flexibility ensures it doesn’t become a bottleneck as your firm evolves.
Cost vs value
Instead of chasing the lowest price, assess whether the portal delivers long-term efficiency gains, improved compliance, and client satisfaction.
Moxo: Orchestration-first client portal
Moxo helps accounting firms manage workflows by combining automation, collaboration, and security in one platform.
Workflow automation and visual builder: Firms can design repeatable workflows for tax prep, reminders, and approvals. Deadlines and automated routing reduce unnecessary back-and-forth.
Secure document exchange: Securely share and manage documents with clients using Moxo's accounting client portal. Upload, review, e-sign confidential documents, and store files in one place, with version control and instant notifications for updates.
Branded, role-based portals: Clients interact with your brand, not third-party software. Portal and reporting dashboards can be customized for clients, colleagues, and reviewers.
Real-time communication and visibility: Messaging, in-context collaboration, e-signatures, PDF form filling, and instant feedback keep clients informed without long email threads.
Enterprise-grade safeguards: SOC 2 and GDPR compliance, role-based access, audit trails, and MFA/SSO protect sensitive data.
Third-party Integrations: Works with QuickBooks, Xero, CRM systems, and storage apps, making it easy to integrate into existing workflows.
Audit Trail: Track and store every digital interaction, maintaining detailed records that meet the regulatory requirements, including a 7-year audit, ensuring transparency and accountability.
Key highlights
- Branded, mobile-first client experience
- Highly flexible workflows beyond accounting use cases
- Flexible for firms with mixed service lines (consulting, advisory, etc.)
- Strong security, compliance and audit trail features
- Messaging-first design improves responsiveness
TaxDome: Accounting-centric practice hub
TaxDome is built specifically for accountants and provides an all-in-one practice management suite.
All-in-one platform: Combines portal, CRM, document management, messaging, and templates in one system.
Prebuilt workflows: Includes tax return, bookkeeping, and payroll templates to help firms set up quickly.
Mobile and e-signature features: Clients can sign documents and interact with your firm on any device.
Transparent pricing: A simple tiered pricing structure makes budgeting easier.
Key highlights
- All-in-one practice management purpose-built for accountants
- Prebuilt workflows save setup time
- Integrations with popular tax prep software
Moxo vs Taxdome: Comparison table
Moxo vs TaxDome use cases: When to choose each
For firms seeking a polished, modern client experience, Moxo is best suited. It works well for accounting practices that want branded, app-like portals and workflows that extend beyond tax, such as advisory or audit services.
Example 1: An advisory firm that manages both tax compliance and business consulting can create separate client workspaces, each with its own branded portal and reporting dashboard. This keeps financial reviews, strategic planning, and tax filings organized in one system.
Example 2: A regional firm with audit and assurance services can use Moxo’s workflow automation to collect evidence, assign tasks, and provide clients with real-time visibility into audit progress.
Example 3: A fast-growing mid-sized firm can rely on Moxo’s mobile-first apps to engage younger clients who prefer chat-like communication over email.
Moxo appeals to firms seeking to optimize accounting workflows through a secure, branded, all-in-one client portal. It offers a customizable workflow builder for various tax and accounting processes, document exchange, integration with third-party tools, and prioritizes real-time collaboration and mobile-first communication, ensuring a premium client experience. Its flexibility allows for scaling across multiple service lines, all supported by enterprise-grade security and compliance.
In contrast, TaxDome is designed for small to mid-sized accounting and tax practices that need ready-made workflows. It bundles practice management, tax preparation support, and client communication into one affordable platform.
Example 1: A bookkeeping firm with 3–5 staff members can use TaxDome’s prebuilt workflows for payroll and tax returns to standardize processes without needing customization.
Example 2: A solo tax preparer can quickly onboard clients during tax season using TaxDome’s built-in organizers and simple e-signature tools.
Example 3: A small practice that primarily handles individual tax returns finds value in TaxDome’s transparent, tiered pricing and templates that cover common accounting workflows.
TaxDome is most practical for firms that want integrations with tax preparation software and preconfigured templates to get up and running quickly.
Moxo vs TaxDome: Which client portal is better for you?
Both Moxo and TaxDome bring value to accounting firms, but the right choice depends on your firm’s operating model, growth ambitions, and client service priorities.
Choose Moxo if your priorities are scalability, client engagement, and workflow flexibility that extend into advisory, consulting, or multi-service offerings.
Choose TaxDome if your priorities are affordability, tax-focused workflows, and turnkey practice management with minimal setup.
Both solutions reduce reliance on email, enhance compliance, and enable firms to deliver a more structured client experience.
Book a demo with Moxo to experience how secure, intelligent collaboration can elevate your accounting practice.
FAQs
How should a firm decide between Moxo and TaxDome?
Moxo suits firms prioritizing client experience, scalability, and workflow flexibility. TaxDome works best for smaller firms seeking an affordable, accounting-specific platform.
What do implementation and onboarding look like for each?
Moxo provides configurable workflows, an all-in-one client portal, reporting dashboards, and onboarding support. TaxDome offers faster setup with prebuilt templates but less customization.
How do pricing models compare?
Moxo uses scalable pricing with optional add-ons such as branded portals. TaxDome offers tiered per-user subscriptions, attractive for smaller practices.
Do these platforms future-proof my firm?
Moxo supports multi-service growth and client-first engagement. TaxDome ensures efficiency with centralized, accounting-focused workflows.
What kind of support and training do they provide?
Moxo provides dedicated customer success support and implementation guidance. TaxDome offers training libraries, community resources, and direct accounting-focused assistance.
