Case Study: Physicians CPA achieves a secure OneStop Client Hub that streamlines client workflows with Moxo

A physician-focused accounting firm powers an OneStop Client App to manage client relationships.

Physicians CPA, a Toronto-based boutique accounting and tax firm focused exclusively on physicians and medical professionals, needed a secure, convenient digital approach to accommodate the busy schedules of its clients and centralize client communications. They partnered with Moxo to launch a Moxo-powered OneStop Client App (the Physicians CPA App) to provide a private, mobile and web-accessible hub for client workflows and document management.

Moxo implemented a OneStop Client Hub that enables e-signatures, secure document exchange, video meetings, instant messaging, and a full audit trail of interactions. By consolidating communications and approvals into the Moxo-powered app, Physicians CPA eliminated fragmented channels like email, streamlined collaboration and workflows, boosted operational efficiency, and improved client satisfaction and compliance.

Physician’s CPA