At a glance

Choosing the right client portal for accountants is not just a tech decision. It shapes client trust, efficiency, and your firm’s reputation. 

The best choice depends on whether your top priority is efficiency, compliance, or client engagement.

TaxDome focuses on workflow automation and centralized client communication. SmartVault focuses on document security and compliance readiness, making it a reliable choice for firms prioritizing audit strength. 

Moxo goes beyond both by putting the client experience at the center, combining guided workflows, automation, and collaboration in a single secure branded portal. The right fit depends on whether your firm prioritizes automation, audit compliance, or client satisfaction.

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Why client portals matter for accountants in 2025

Accounting firms face pressure to deliver faster, safer, and smoother client services. A recent survey found that 47% of employees sometimes or almost always struggle to find necessary information in documents due to poor management systems. Clients misplace emails, staff waste hours chasing down missing files, and compliance officers worry about unsecured channels.

A client portal solves this problem by becoming the digital front desk of your firm. Done well, it is more than file storage. It secures data, automates workflows, and creates a branded space where clients know exactly what to do. Done poorly, it becomes yet another tool that frustrates both staff and clients.

That is why we are comparing three of the most popular options: TaxDome, SmartVault, and Moxo.

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What to look for in a client portal for accountants

Before comparing tools, it helps to define what matters most. The best portals balance five areas:

Security and compliance

Security is the baseline. Look for encryption, access controls, and audit trails that meet IRS, SOC 2, and GDPR requirements. Moxo’s enterprise-grade security includes AES‑256 encryption, role-based access, and audit-ready logs for every interaction.

Workflow and automation

Great portals reduce manual effort with automated reminders, recurring tasks, and built-in onboarding flows. Moxo’s no-code workflow builder lets you automate every step, from document collection to e-signatures, keeping tasks on track without follow-ups.

Document management

Uploading, signing, and retrieving files should be seamless. Moxo’s document collection tools include inbuilt e-signatures, version tracking, and integrations with systems like QuickBooks and Xero for smooth file handling and compliance.

Client experience

A clean, branded experience drives adoption. Moxo’s mobile-first client portal is intuitive for clients and fully white-labeled—so everything from login to file sharing reflects your firm’s brand, not a third-party tool.

Integrations and ecosystem fit

Your portal should work with the tools you already use. Moxo integrates with QuickBooks, Xero, HubSpot, Stripe, DocuSign, Microsoft 365, and more—making it easy to plug into your existing tech stack without disruption.

Think of these categories as the checklist before buying a car. You need to know whether you want speed, safety, or comfort as the priority—and Moxo is built to deliver all three.

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Moxo: The client-first experience champion

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.

Key Highlights

• Personalized dashboards for each client
  
• Smart reminders and workflow templates for faster task completion
  
• Branded portals and mobile apps to reinforce firm identity
  
• Secure messaging, e-signatures, file exchange in one place
  
• Audit-ready logs and compliance controls
  
• Fast deployment with prebuilt templates
  
  Best For

• Firms prioritizing branded, professional client touchpoints
  
• Teams replacing email with guided workflows
  
• Businesses needing a secure, compliant way to collect documents and manage approvals
  
• Accounting firms scaling client onboarding, tax prep, or advisory
  
  

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TaxDome: The accounting workflow automator

TaxDome offers an all-in-one platform for automating accounting firm operations. Its strength lies in workflow templating, especially for firms handling high client volumes. A branded app allows clients to complete requests in one place, and internal teams can automate routine tasks like document requests or approvals.

However, the platform has a steeper learning curve. Firms often need dedicated time to set up and optimize the system fully. For firms that value backend efficiency and have the capacity to customize workflows upfront, TaxDome delivers on automation.

Best For: High-volume accounting firms focused on process automation across repeatable workflows.

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SmartVault: The compliance powerhouse

SmartVault centers around document security and compliance. Its focus remains on secure file storage, file request lists, and integrations with tax prep tools like Lacerte. For audit-heavy firms, its version tracking and access logging make it a strong fit.

That said, the client experience feels more like a vault than a workspace. Clients can upload files, but there’s little guidance or interactivity beyond storage. Firms prioritizing compliance and document retention over task orchestration may find SmartVault a strong fit.

Best For: Firms where compliance, audit readiness, and secure document storage are the primary priorities.

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Moxo vs. TaxDome vs. SmartVault: Comparison table

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If your firm values speed, professionalism, and a smoother client journey, Moxo offers the most balanced approach, with strong compliance, automation, and branding in one secure, easy-to-use platform.

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Which portal fits which firm

Every firm has different priorities.

• If your practice handles a large volume of work and values automation, TaxDome is the right fit.
  
• If your clients are audit-heavy and compliance is your main concern, SmartVault is the safe bet.
  
• If you want to impress clients with a smooth, guided, and branded experience, Moxo is the strongest option.

Think of it this way. If your firm is like a factory, choose TaxDome. If it is like an archive, choose SmartVault. If it is like a boutique service, choose Moxo.

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Why Moxo is the right fit for your business

Moxo turns your client-facing portal and reporting dashboard into a secure, workflow-first hub that delivers measurable results fast. Here’s the proof:

• Accelerated ROI – Finrego cut onboarding time by 75% after moving approvals and document collection into Moxo’s automated workflows.
  
• Compliance you can trust – SOC 2 & GDPR controls, audit trails, and role-based access mean every step is regulator-ready, as seen in the K&A Mobile Tax Services case study.
  
• Loved by users – Moxo holds a 4.8/5 rating on G2, with reviewers praising the branded mobile app and ease of collaboration.
  
• Inbox relief – Accountific slashed client-related email traffic by 90% once it shifted files, signatures, and chat into a single portal.
  

See these case studies and more on our Customer Stories page or browse real-time feedback on G2. Book a demo to explore how Moxo can streamline your workflows and delight clients.

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Match the portal to your firm’s priorities

There is no one-size-fits-all solution. TaxDome, SmartVault, and Moxo each solve different problems.

• TaxDome helps streamline workflows and automate repetitive tasks.
  
• SmartVault secures compliance and manages documents with precision.
  
• Moxo creates a client-first experience that makes collaboration easier and more professional.
  

If your firm is ready to move beyond efficiency and compliance and start winning on client experience, it is worth exploring Moxo.

Book a demo with Moxo and see how a client-first portal can transform your client relationships.

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FAQs

What is a client portal for accountants?

It is a secure platform that allows firms to exchange files, tasks, and communication with clients in one place.

Are these portals secure?

Yes. All three use encryption and compliance measures. SmartVault is strongest for audit readiness.

Can I brand the portal with my firm’s logo?

Yes. TaxDome and Moxo both offer full white-label options. SmartVault also allows firm branding.

Do clients need to download software?

No. All three offer web access. TaxDome and Moxo also offer branded mobile apps.

How hard is it to set up?

TaxDome requires more initial setup. SmartVault is straightforward. Moxo focuses on easy client onboarding.