Client portals trusted by the world's leading businesses

Streamline your customer, vendor, and partner projects with Moxo
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Revolutionize your client portal experience
Welcome to the future of client portals. Moxo is engineered to streamline, automate, and transform the way businesses manage their interactions with clients, vendors, and partners. With a strong emphasis on B2B relationships, our platform provides a seamless, collaborative, and highly efficient portal for all stakeholder communications, document sharing, and project management tasks. This ensures an enhanced experience for clients, from the initial handshake to the successful completion of projects.
Configurable client portal
Provide a personalized, dedicated space on mobile and web where clients, vendors, and partners can find everything they need for a smooth business relationship. Stakeholders will have clear visibility and direct access to necessary actions, documentation, and support.

Businesses can adjust the branding colors, logos, and content to seamlessly match their own branding guidelines. This capability ensures that every interaction within the portal not only feels professional but also provides a consistent brand experience
Create automations and templates
Say goodbye to manual, time-consuming business processes. Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, tasks, approvals, acknowledgements, and third-party objects.

Gain unparalleled flexibility and control over your operations, making each step of the experience uniquely tailored to your organization's needs.
Guide your customers, in context
Assist your customers through every step of your business processes with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo's collaborative workflow capabilities ensure a continuous flow of communication, meaning you'll never lose momentum.
Advanced user management and access controls
Decide who can see and do what across Moxo. Our robust user management capabilities are a game-changer for organizations seeking granular control over their onboarding process. Assign roles and permissions with precision, provision feature access, and tailor workflow actions accordingly. This ensures that the right tasks are allocated to the right team members, enhancing both security and efficiency.
360º insights at your fingertips
Track the effectiveness of your onboarding processes with our comprehensive reporting. Monitor at-a-glance metrics and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.

With these insights, your organization can make data-driven decisions and continuously optimize your onboarding strategies, ensuring peak efficiency and customer satisfaction.

Moxo Client Portal Success Stories

Delivery models

Get started within minutes by choosing from templates or building your own. 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.

Learn more

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.
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