The OneStop™
Client Interaction Hub for consulting

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

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Manage your client accounts

Provide your clients with a convenient, secure digital experience under your brand. With Moxo, you can centralize business interactions, manage your client accounts, automate routine tasks, and streamline your business processes.

OneStop for your clients,
OneStop for your business.

Modernize your client service experience, streamline business processes, and manage your practice.
Moxo's OneStop Suite includes...
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Client & Management Portals
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Configurable workflows
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Integrated collaboration
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Dedicated Client Workspaces
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Bank-grade compliance

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.

Customized workflows

Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.

Digital workspaces

Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.

360° oversight

Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.

Trusted by global banks

Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.

Built-in audit trail

Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.

Role-based 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 consulting
processes including

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Process improvement
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Feasibility studies
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Business forecasting
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Revenue operations
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Marketing strategies
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Playbook implementation
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Project management
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Risk management
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Organizational design
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Process outsourcing
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Market surveys
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Policy formation
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Change management
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Mergers and acquisitions
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Communication plans
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Corporate excellence
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Quality assurance
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HR policies
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Workforce planning
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Learning and development
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Onboarding programs
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Modernize your client interaction experience.

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