Boost your ROI: Set up Moxo's accounting client portal in minutes

At a glance

Rapid deployment: Get your Moxo accounting client portal up and running in just 30 minutes, delivering immediate value to your firm.

Streamlined efficiency: Firms using Moxo experience a 30–40% reduction in administrative overhead, faster client onboarding, and a significant decrease in support inquiries.

Enterprise-grade security: Enjoy peace of mind with SOC 2 and SOC 3-aligned security, GDPR compliance, AES-256 encryption, audit logs, and built-in encryption. No IT expertise required.

Seamless integrations: Easily connect with QuickBooks, Xero, CRMs, and messaging tools to create a fully integrated workflow. Use Moxo’s ROI calculator to model your savings.

‍

The business problem behind the portal setup

Before we talk about how Moxo makes setup quick and painless, let’s acknowledge why many accounting firms hesitate to implement a client portal in the first place.

The hesitation usually stems from three areas:

Technical Complexity

Traditional portals are often sold as “out-of-the-box,” but in reality, they demand IT involvement, third-party integrations, or weeks of backend configuration. For small and mid-sized accounting firms, this creates an immediate resource bottleneck.

Compliance Concerns

Firms handle sensitive financial data subject to strict regulations. Not every portal is built with enterprise-grade safeguards, leaving firms exposed to risk and liability. The right solution should align with SOC 2 and GDPR, with role-based access and audit trails.

Adoption Challenges

Even if firms successfully implement a portal, the next hurdle is ensuring clients actually use it. If the system is clunky, unintuitive, or desktop-only, clients fall back to email, creating fragmented communication and compliance risks.

These challenges explain why many firms delay adopting portals. But what if there was a way to bypass the complexity and get up and running in less than half an hour?

‍

How set up speed drives ROI

Reduced implementation costs

Legacy portals often require IT setup, server provisioning, and days of training. These overheads accumulate quickly. By contrast, Moxo’s no-code deployment eliminates IT dependency. Firms get enterprise-grade compliance and workflows on day one with near-zero implementation costs.

Faster time to revenue

Every day lost in onboarding is a day of delayed billable work. With Moxo, client work begins the same day the portal is launched. Firms report cutting onboarding cycles by up to 50%, enabling earlier invoicing and smoother cash flow.

What makes Moxo different in setup and ROI

In under 30 minutes, firms can create a branded workspace, apply their logo and domain, and launch client-facing workflows using ready-made templates like “New Client Intake” or “Tax Document Checklist”. Teams are productive before the end of a lunch break.

Moxo delivers SOC 2 compliance, GDPR readiness, AES-256 encryption, and immutable audit logs by default. Unlike generic file-sharing tools that push compliance risk to the firm, Moxo removes that burden. This reduces both legal exposure and IT costs.

• 40% reduction in admin overhead within one quarter of rollout.
• 50% faster onboarding during tax season.
• Service workload reduced by 63% with 40% of support inquiries deflected through self-service and automation.

‍

How to set up Moxo’s accounting client portal in under 30 minutes

Moxo was built with one guiding principle: simplicity without compromise. Accounting firms can launch a fully branded, secure portal in less time than it takes to conduct a client call.

Here’s how the process works:

1. Customize your branded portal

Add your firm’s logo, color scheme, and welcome messages so clients immediately recognize they are engaging with your firm—not a generic tool.

2. Invite your clients

With one click, send secure invitations to clients. They can join via desktop or download the mobile app for instant access.

3. Enable secure file sharing & e-signatures

Share tax returns, compliance forms, or engagement letters securely. Built-in e-signatures mean clients don’t need third-party apps to complete transactions.

4. Configure workflows & tasks

Use pre-built templates for common accounting needs—document collection, approval cycles, and onboarding checklists. These automated workflows save hours every week.

With these steps, your portal is live, functional, and compliant in under 30 minutes. The real question is, what impact does this have on your business?

‍

How Moxo future-proofs your firm

A client portal should do more than store documents; it should create measurable business impact. With Moxo, firms consistently achieve ROI in months through efficiency gains, improved client trust, and long-term scalability.

The numbers speak for themselves:

• 30–40% cost savings from reduced admin overhead
• 50% faster onboarding with guided workflows
• Fewer errors through structured task management
• Higher client satisfaction with a mobile-first experience

Take onboarding as an example.

If a partner’s time is valued at $200/hour and staff at $100/hour, saving just 10 hours per client equals $1,200. For 50 clients annually, that’s $60,000 in efficiency gains, often covering Moxo’s subscription in the very first month.

ROI is only part of the story. Today’s clients expect seamless, digital-first interactions. Moxo enables firms to deliver this with:

• Secure, compliant messaging
• Fully branded client interfaces
• Mobile-first access
• Integrated e-signatures

This modern, professional experience helps firms differentiate in RFPs and strengthens client loyalty over time.

Finally, Moxo grows with your firm. Whether you manage 10 clients or 1,000, the platform scales without additional IT overhead. Firms that start small can replicate workflows across hundreds of client workspaces, ensuring efficiency doesn’t come at the cost of complexity.

‍

Why choose Moxo over alternatives

When evaluating client portals, many firms weigh options like Google Drive, Dropbox, or legacy portals tied to accounting software. The truth is, these alternatives introduce as much friction as they remove.

Let’s examine how Moxo stands apart from generic tools and legacy systems.

‍

‍

How Moxo fits into your firm’s growth strategy

Moxo isn’t just a tool for file sharing; it’s a client experience platform designed to future-proof your firm’s operations. By integrating workflows, communication, and compliance into a single hub, Moxo ensures you spend less time chasing documents and more time advising clients.

Here’s how it aligns with long-term strategy:

Scalability: Add new clients and workflows instantly as your firm grows.

Differentiation: Offer clients a premium, branded digital experience that sets you apart.‍

Efficiency: Automate repetitive tasks so your team can focus on high-value advisory work.

Compliance: Reduce liability by ensuring every client interaction is secured and logged.

BPM LLP, one of the 50 largest public accounting and advisory firms in the U.S. BPM adopted Moxo to replace fragmented client communications across email, calls, and portals.

• They used Moxo to create branded client workspaces with messaging, file sharing, and task automation.
• Client onboarding time was reduced significantly, as every stakeholder had a single source of truth.
• Moxo’s mobile-first design allowed BPM’s clients to interact seamlessly, even while on the go.

BPM’s story illustrates that Moxo scales not only for mid-sized firms but also for some of the largest players in the industry.

Want to see it in action? Book a demo with Moxo now.

‍

Fast setup, Faster ROI

You’ve seen the challenges of traditional client portals, how Moxo simplifies setup, and the measurable ROI firms are achieving. The choice now is whether your firm continues with fragmented tools or offers clients a seamless, secure, branded digital experience.

Try Moxo’s ROI calculator to quantify time and cost savings for your firm. Or book a demo to see how quickly your team can launch.

‍

FAQs

Is setup really possible in under 30 minutes?

Yes. Most firms complete workspace creation, branding, and client onboarding in under half an hour.

Do I need IT support to launch Moxo?

No. Moxo is no-code and designed for business users. Compliance and security features are pre-configured.

How quickly will I see ROI?

Many firms achieve payback in the first month, with onboarding 50% faster and admin overhead reduced by 40%.

How does Moxo compare to free tools like Google Drive?

Drive lacks compliance, audit trails, and workflows. Moxo provides security, branding, automation, and measurable ROI.

Can Moxo scale with my firm?

Yes. Setup principles remain the same whether you onboard 10 clients or 1,000. Firms expand without adding IT overhead.