Client Portal Software

Client portals that end email chaos

Give clients and partners an easy way to complete tasks, submit files, and move processes forward — with automation helping along the way.

Finally, a client portal that clients actually use

Shared client hub

Clients, vendors, and partners get one clear space to see tasks, upload documents, and track progress without messy threads.

AI agents that support every process

Missed handoffs kill momentum. When a client uploads a file or a manager signs off, Moxo advances the process instantly so delays don’t pile up.

Build workflows from business actions

Sequence steps like tasks, approvals, forms, reviews, and file submissions so clients know exactly what to do next — and save them as templates.

Integrations that trigger next steps

Some steps need automation, others need human input. Moxo combines both seamlessly, so every action is completed without bottlenecks.

Role-based visibility

Clients, partners, and staff see only what they need to complete, approve, or submit, creating accountability without confusion or risk.

Enterprise-grade controls

Business leaders can’t risk compliance gaps. Moxo delivers comprehensive audit logs, flexible deployment options, SSO/SAML, encryption, and more.

Leading enterprises run on 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

Webware integrated Moxo to amplify digital marketing success

ChenMed enhanced patient engagement for senior care with Moxo

Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales

Scotiabank delivers personalized service throughout the wealth customer journey with Moxo

Zeta Global leverages Moxo to streamline onboarding and implementation

CD Baby uses Moxo to streamline music distribution for independent artists

Parents as Teachers simplifies content delivery for affiliates and parent educators

Procore streamlines customer onboarding workflows with Moxo

FIS integrated Moxo to redefine the digital banking experience