Moxo

Branded client portal with workflows, e-signatures and chat for regulated service firms.

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Facts verified Nov 2026. Spotted a mistake?

What you'd pay

verified Nov 2026

Solo

$80/mo

Team of 5

$80/mo

Flat

PlanMonthlyAnnual, per monthUnitIncluded

FreeMonthly: $0Annual, per month: $0flat

· 2 flows per month
· 250 AI credits per month
· basic portals and core workflow tools

BusinessMonthly: $99Annual, per month: $80flat

· 10 flows per month
· audit logs and e-signatures
· PDF forms and webhooks
· advanced reports

ProMonthly: —Annual, per month: $400flat

· 500 flows per year (annual only, sales-led)
· subflows and REST API steps
· agent roles and time booking

EnterpriseMonthly: —Annual, per month: —flat

· custom limits
· SAML SSO
· enterprise security and compliance controls
· MCP server

External ratings

verified Nov 2026

4.5 / 5

(194 reviews)

Capterra

4 / 5

(24 reviews)

Trustpilot

3.2 / 5

(1 review)

Our scores

Value3/5

Ease of use3/5

Depth4/5

Support3/5

Automation 4/5Client work 5/5

What it is

Moxo gives firms a branded portal where clients complete onboarding steps, sign documents, upload files and chat with the team, with workflow templates and audit logs for compliance-heavy industries. It is built for banks, accountants, lawyers and consultancies that need a controlled, secure client experience. Public pricing is thin: the pricing page only offers a demo or trial, and the paid tiers are expensive and sales-led, so small teams often find it heavy to set up and costly.

Standout capability

Compliance-grade client workflows with built-in e-signature and audit trail in a branded portal.

Best for

financial and legal firmsclient onboardingregulated industries

Branded client portal and mobile apps
Step-by-step workflow flows with templates
E-signatures, PDF forms and audit logs
Secure chat, file sharing and video meetings

Community sentiment

What people praise

Users like having chat, files, video calls and e-signatures in one branded, professional-looking client workspace with strong security controls.

What people complain about

Users report a steep setup and learning curve, limited integrations, inflexible workflows for repeating processes and pricing better suited to larger firms than small businesses.

Source

Geo & compliance

Local-currency pricing: No
Regional pricing: Prices come from the vendor blog post moxo.com/blog/moxo-pricing (Business $99/mo or $960/yr; Pro $4,800/yr); the pricing page itself shows no prices and plans are flow-based rather than per-seat, so participant limits should be confirmed with sales.
EU data hosting: Unknown
DPA available: No