Accounting Client Portal Software

Secure, seamless, sophisticated

Moxo’s client portal software for accountants transforms how sophisticated firms orchestrate client service.

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Why leading accounting firms trust Moxo's client portal

Streamline complex workflows

Moxo's secure client portal software for accountants automates multi-party processes like tax filings and client reviews. Collaboration stays powerful and compliance remains intact.

Scale with confidence

Moxo’s accounting firm client portal handles high-volume workloads with role-based permissions and full audit trails. Enterprise-grade security meets the needs of growing practices.

Connect your ecosystem

Moxo's accounting client portal software integrates smoothly with your existing CRM, tax tools, and document systems. Current processes extend without disruption.

Measure what matters

Track staff productivity, identify workflow bottlenecks, and optimize operations with real-time performance metrics and customizable dashboards.

Powerful capabilities that deliver

Workflows + template playbooks

Weave collaborative actions into workflows, and save them as repeatable templates.

Client collaboration hub

Enable communication with messaging, eSignatures, video calls, and file sharing.

Extend your existing processes

Extend processes smoothly and integrate with CRMs, tax software, and document systems.

Audit trails

Manage high-volume client needs with role-based access and audit trails.

Custom branding options

Create reusable templates to simplify frequent processes like tax prep and onboarding.

Measure firm performance

Monitor staff efficiency and workflow bottlenecks with real-time analytics.

See how organizations thrive with Moxo

Savills uses Moxo to streamline commercial property deals
Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation
Emirates Bank streamlines wealth customer engagement, delivering personalized service
Wunderkind, a top digital marketing firm, uses Moxo to streamline implementation and onboarding
BNP Paribas streamlines client onboarding and account management with Moxo
Peninsula Visa cut processing from days to hours, reducing turnaround time by 93%
Hibernia College uses Moxo to streamline student onboarding and engagement
Zeta Global leverages Moxo to streamline onboarding and implementation
K&A Tax simplifies tax filing and client management with Moxo
Questions + answers
How secure is Moxo's accounting client portal?

Moxo’s secure portals for accountants provide provides enterprise-grade security with end-to-end encryption, multi-factor authentication, and detailed access controls that comply with industry standards like SOC 2 Type II. Our platform maintains comprehensive audit trails for all document exchanges and client interactions, supporting your firm's regulatory compliance requirements including GDPR and CCPA. For accounting firms handling sensitive financial information, our customizable permission settings allow you to control exactly which team members can access specific client data, reducing internal security risks while streamlining collaboration.

Can we integrate the portal with our existing software?

Yes, Moxo’s client portals for accountants feature robust API capabilities designed to integrate seamlessly with industry-standard accounting software including QuickBooks, Xero, and others. Our solution also supports custom integrations with proprietary systems through our developer-friendly SDK. This integration capability allows your firm to maintain existing workflows while enhancing client interaction capabilities.

Additionally, our implementation team can work directly with your IT department to ensure smooth data synchronization and minimize disruption during the transition period.

How long does it take to implement Moxo?

Our accounting client portal can be deployed within days, with dedicated support for setup, customization, and team training. Most firms see significant workflow improvements within the first month of implementation.

What types of workflows can we automate?

Moxo’s client portal solutions for accountants enable accounting firms to automate essential practice workflows including document collection with intelligent routing and follow-up, standardized client onboarding with electronic signatures, multi-stage tax preparation processes with review tracking, audit engagement management with automated PBC requests, and scheduled financial reporting delivery with compliance monitoring. These automations typically reduce administrative time by 30-40% while maintaining consistent quality across all client engagements, allowing your professional staff to focus on delivering higher-value advisory services rather than managing routine paperwork and communications.