Reduce manual work and enhance client service workflows with intelligent automation for accounting firms
Say goodbye to scattered documents and endless email chains. Moxo brings order to accounting chaos with automated workflows, secure document management, and seamless client collaboration—all while maintaining rigorous compliance standards.
Build collaborative workflows and template playbooks. Streamline projects, eliminating redundant tasks across client work., and more.
Provide clients with a secure portal for communication, requests, approvals, seamless project updates, and more.
Automated reminders keep projects timely, with manual nudges available when needed.
Access powerful insights on projects, tasks, and team performance for efficient account management.
The copilot for your workflows. Boost your team's productivity with personalized suggested responses, intelligent nudges, and more.
Collect signatures, organize files, message clients, and hold video meetings, all from within Moxo.
Moxo automates document requests and reminders, tracks client submissions in real-time, and organizes everything in one secure location—reducing the 63% of time firms typically spend on workflow challenges
Yes, by automating routine tasks and standardizing workflows, Moxo helps firms handle increased workloads without expanding headcount. Firms using automation report significant time savings and improved ability to take on new clients.
Moxo employs bank-grade security protocols, maintains detailed audit trails, and provides granular access controls to ensure client data remains protected while meeting regulatory compliance requirements
Moxo acts as a system of interaction that seamlessly connects to your existing accounting platforms and systems of record. Rather than replacing your core tools, Moxo extends their capabilities by adding automated workflows, secure client collaboration, and structured document collection. This means you can keep your existing processes while enhancing them with intelligent automation and real-time client engagement.
