Case Study: K&A Mobile Tax Services achieves an IRS-compliant mobile OneStop client hub and secure client data management with Moxo

Houston-based tax accounting firm enables business on the go, through their IRS-compliant OneStop Client Hub

K&A Mobile Tax Services, a Houston-based tax accounting firm founded by Kesha Norman-Young and Arline Robinson, needed a secure, IRS-compliant digital platform to exchange sensitive client data and run transactions under strict government regulations. To meet that challenge, Moxo powers K&A Mobile Tax Services’ OneStop Client Hub (OneStop Client App), enabling online tax completion and secure client communication well before the pandemic made remote services essential.

Moxo’s OneStop Client Hub serves as an IRS-compliant digital extension of K&A, centralizing communications, private document collaboration, call recording and workflow management. As a result, K&A directed all client interactions through the app—reducing miscommunication via recorded calls, improving document security and compliance, and maintaining business continuity and operational efficiency during COVID-19.

K&A Mobile Tax Services

Arline Robinson

Co-Founder