Hosts Nikhita Iyar and Christy Lamberjack sit down with Chad Stewart, Director of Accounting and Advisory Services at Shields Tax and CPA, to discuss how they transformed their accounting workflows and client experience using Moxo.
Shields Tax & CPA provides accounting and consulting services for small and medium businesses, focusing on empowering business owners. By adopting Moxo, Shields was able to:
• Streamline client onboarding and document management workflows
• Improve collaboration and visibility across teams
• Automate notifications and prioritization to free up time for high-value work
Moxo enabled Shields to replace multiple software tools and create a seamless experience for both their team and clients. Since implementing Moxo, Shields has seen significant growth, doubling the size of their accounting practice client base.
