The OneStop™
Client Interaction Hub for accounting

Streamline case workflows, manage your practice, and engage your clients.

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Provide a compliant
client experience

Moxo enables accountants and tax specialists to provide clients with a secure, digital service experience. With Moxo's OneStop Client Interaction Hub, you can automate routine tasks, streamline your business workflows, centralize client interactions, expedite paperwork-heavy workflows, and manage staff to deliver responsiveness — with an auditable ePaper trail.

OneStop for your clients,
OneStop for your organization.
Modernize your client service experience, streamline business processes, and manage your firm.
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Client, Business, and Management Portals
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Configurable workflows
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Integrated interaction
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Personalized, white-label experience
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Dedicated client workspaces
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Bank-grade security
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.
Moxtra Workflows for Logistics
Streamline your business process
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Moxtra-powered portal for accountants
Powerful interactive capabilities
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
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Break down bottlenecks
Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.
End-to-end management
Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.
Bank-grade security
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.
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Roles and permissions
Designate roles and permissions for your clients, accountants, advisors, legal staff, and others. Manage roles to ensure participants can only take action on what they’re supposed to.

Accelerate accounting
processes including

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Tax preparation
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Sales Accounting
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Payroll Review
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Inventory Management
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Lines of credit
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Fixed Expenses
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LLC Formation
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Statement Preparation
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Statement of accounts
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Ledger review
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Audit Preparation
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Power of Attorney
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Franchise Assessment
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Forecast Planning
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Payable Accounts
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Practice continuation
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Business Forecasting
K&A Mobile Tax, powered by Moxtra

K&A MOBILE Tax SErvices

Based in Texas, K&A Mobile Tax Services has earned a reputation for providing exceptional accounting and client service through their app.

WAS Tax pros, powered by Moxtra


Located in California, the Was Tax Pro’s app enables their team to offer clients efficient and strategic financial services while simultaneously streamlining business processes.

Physicians CPA, powered by Moxtra


Physicians CPA is a Toronto-based accounting practice that solely focuses on physicians. They use their app to send sensitive documents and communicate securely.

RTA Multiservice, powered by Moxtra


RTA MultiService provides tax solutions to businesses and individuals nationwide. Their Moxtra-powered app helps them manage their practice and client accounts.

ACTE, powered by Moxtra


ACTE uses their Moxo-powered app to provide clients with strategic and streamlined accounting, tax preparation, and bookkeeping services.

Vantedge Accounting, powered by Moxtra


VantEdge Partners is a private investment group that uses their app to provide a space for seamless business workflow approvals and efficient collaboration.

Bloomwealth, powered by Moxtra


BloomWealth Advisors uses their app to provide accounting services to doctors, professionals, and small businesses in Australia and New Zealand.

Modernize your client interaction experience.
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K&A Mobile Tax, powered by Moxtra