Accounting service delivery

Transform your accounting service delivery

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Intelligent process automation

Transform manual tasks into automated workflows for tax preparation, audits, and advisory services. Streamline everything from client onboarding to final deliverables with customizable process templates.

End the chase

Replace endless email chains with intelligent reminders, one-click approvals, and seamless collaboration in context.

Real-time collaboration

Enable seamless interaction between clients, staff, and external stakeholders through secure digital channels. Drive faster turnaround times with smart alerts, in-platform messaging, and document collaboration.

Business process control

Maintain complete visibility and control over your accounting workflows. Track progress, manage your staff to deadlines, and ensure compliance with integrated audit trails.

Assign roles with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Accountant

Accounting Partner

Legal

Client

Client-facing accountant

Manages document collection, tax preparations, and financial reviews while maintaining clear communication channels with clients through secure messaging and file sharing. Leverages automated workflows to track deliverables, send reminders, and ensure timely completion of client engagements without switching between multiple tools.

Accounting partner

Oversee multiple client engagements and team workflows from a centralized dashboard that provides real-time visibility into service delivery status. Partners can monitor staff productivity, review critical documents, and provide final approvals while maintaining compliance and quality standards across all client accounts. The platform enables strategic oversight of client relationships while automating routine tasks, allowing partners to focus on high-value advisory services and practice growth.

Legal

Streamline the review and approval of sensitive financial and legal documentation within a secure environment. Legal teams can collaborate directly with accountants on complex regulatory matters, while maintaining detailed records of all consultations and decisions. The platform ensures all legal requirements are met through automated compliance checks and standardized approval processes.

Client

The client-side stakeholders who actively participate in the accounting process. Clients can easily upload documents, provide approvals, and communicate with their accounting team in real-time, all while tracking the status of their requests. The platform eliminates the need for multiple communication channels while ensuring the highest levels of data security and privacy.

Questions + answers

How does Moxo streamline our accounting service delivery workflow?

Moxo unifies all client interactions, document collection, and approvals in one secure platform with automated workflows. You can create customizable templates for tax preparation, audits, and advisory services while automating notifications and reminders to reduce manual follow-ups and accelerate turnaround times.

How does Moxo ensure security and compliance for sensitive financial data?

The platform provides SOC 2 Type II compliance with bank-grade encryption for data in transit and at rest. Every client interaction, document exchange, and approval is automatically tracked with detailed audit trails and timestamps, making it easy to demonstrate compliance during audits.

Can Moxo integrate with our existing tools + software?

Moxo offers seamless integration capabilities through APIs, pre-built integrations, and tools like Zapier. You can automatically sync data with your CRM, accounting software, and other systems while automating cross-platform workflows to maintain a unified process.

How quickly can we implement Moxo for our accounting practice?

Implementation can be completed within days using Moxo's drag-and-drop workflow builder. The platform includes dedicated ready-to-use workflow templates specifically designed for client-facing accounting processes, allowing you to quickly digitize your service delivery.

Orchestrate your accounting services