Client portals trusted by the world's leading businesses

Streamline your customer, vendor, and partner projects with Moxo.
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Trusted by
Citibank logo, greyscale
Moxo's client portals empower organizations to streamline and automate business processes
Completely configurable
Personalize your portal experience to reflect your brand imagery, colors, business content, and workflows.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Digital workflows
Build interaction workflows with repeatable, sequenceable steps and predefined customer and internal actions.
360° oversight
Gain a comprehensive understanding of your business processes in a seamless view, and maintain a paper trail of all interactions.
Best-in-class experiences
Create branded mobile and web portals to get business done with your clients, vendors, and partners - any time, any place, on any device.
Interaction workspaces
Create workspaces where you can exchange and sign documents, track tasks, send messages, launch meetings, and drive client workflows.
Workflow builder
Create workflow templates for your processes with Moxo's intuitive drag-and-drop builder. Leverage business actions including forms, file requests, approvals, meeting scheduling, eSignatures, tasks, and more. You can also use third party actions like DocuSign, Stripe, and Jumio as part of your workflow.

Delivery models


Get started within minutes by choosing from templates or building your own Moxo Workspaces. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.


Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.


Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

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Why businesses love Moxo for client portals

End-to-end branding

Configure your portal with your logo, brand imagery, colors, and business content.

The image showcases Moxo's mobile client portal solution, customized with a private label for seamless branding. Streamline communications, document access, and project management on-the-go with Moxo.
Efficiently manage customer, vendor & partner projects with Moxo's customizable workspaces. Accelerate business processes & improve collaboration.

Launch workspaces to interact and complete client projects.

Moxo's suite of interaction capabilities are extensive and powerful, featuring chat, video meetings, digital signatures, and more. Streamline your business processes with ease.
Interaction suite

Collaborate in-context using messaging, video meetings, and file sharing with annotations.


Create templates to add automation your most frequent processes using a drag-and-drop workflow builder

Business actions

Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.

Moxo's admin console offers a centralized hub for businesses to manage client projects, streamline processes, and access real-time data. Stay organized and in control.

User management and access controls to set permissions and manage your organization.


SOC 2 Type II compliance with encryption at both transit and rest. Trusted by several of the world's leading banks.


Users receive email or text notifications when it is their turn to act. Notifications include magic links which take users directly to actions.


Measure KPIs and and receive actionable insights to drive efficiency.

Moxo's reports are a game-changer, allowing businesses to track KPIs and optimize processes. By providing insightful, data-driven analysis, Moxo helps drive efficiency and maximize performance.
Connect your tools
Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools
See all integrationsMoxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

Trusted by security-focused industries

Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.

The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications. The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market. The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Small Businesses.
Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.
Power a client portal
for your business