After a 2-Month Search, I'm Back to Moxie and will never look back!
I am absolutely blown away by how much Moxie has evolved. I recently spent two exhaustive months testing over 20 different client management platforms (including the big names like Hubspot and Bonsai, and other big names), and ironically, Moxie never even showed up in my searches. I only rediscovered it after digging through old emails from when I used it years ago. I'm so glad I did, because for a small business owner, Moxie hits the sweet spot of robust features and reasonable pricing that no one else seems to get right. Here’s what makes it a game-changer for my accounting firm: All-in-One Powerhouse: Moxie seamlessly combines project management, a beautiful client portal, invoicing, and even a meeting scheduler. I was able to cancel several other subscriptions because Moxie does it all, and does it really well. Deeply Customizable Project Management: I love that I can create different "Project Types." For my accounting clients, I've set up a specific type with custom fields like "Entity Type" and "Fiscal Year End." This keeps everything incredibly organized and tailored to my workflow. A+ Client Portal: The client portal is fantastic. It's not just a place to view things; it's a collaborative space. I can assign tasks directly to clients, and they have a single, mobile-friendly place to see project progress, pay invoices, and share files. The email templates for portal invites and task notifications are also super easy to customize. Took my clients minutes to get accustomed. Smart Invoicing & Automation: The invoicing system is flexible, allowing for custom numbering and client-specific settings. Plus, the potential for workflow automation to handle things like sending reminders and follow-ups is a huge time-saver. After a long and frustrating search, coming back to Moxie feels like coming home. It’s clear the team is constantly listening to users and making meaningful improvements. If you're a freelancer or small business owner drowning in spreadsheets and a patchwork of different apps, do yourself a favor and try Moxie. I'm a fan for life. You will be too!