Secure, seamless, sophisticated

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.

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.

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.