Moxo
Moxo provides a client interaction hub that helps you streamline external workflows through secure messaging, document exchange, digital signatures, and video meetings in one unified, branded portal.
ShareFile
ShareFile provides a secure content collaboration and file sharing solution designed to help businesses exchange documents safely while streamlining complex workflows and client interactions.
Quick Comparison
| Feature | Moxo | ShareFile |
|---|---|---|
| Website | moxo.com | sharefile.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $100/month | $50/month |
| FREE Trial | ✘ No free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2012 | 2005 |
| Headquarters | Cupertino, USA | Raleigh, USA |
Overview
Moxo
Moxo helps you manage the entire lifecycle of client interactions within a secure, private digital hub. Instead of chasing approvals across fragmented email threads and disconnected apps, you can coordinate complex processes like client onboarding, account servicing, and project management from a single branded interface. You can automate routine touchpoints and ensure every stakeholder stays aligned throughout the service delivery process.
The platform is specifically designed for high-touch industries like financial services, legal, healthcare, and real estate where security and professional branding are non-negotiable. You can deploy your own custom-branded mobile and web apps, providing your clients with a seamless professional experience while your team maintains full visibility and control over every active workflow.
ShareFile
ShareFile is a secure document management platform that helps you move beyond simple file storage to build professional client experiences. You can share large files, collect legal e-signatures, and manage feedback loops all within a branded environment that looks like your own business. It solves the problem of fragmented communication by centralizing your documents, requests, and approvals in one secure location that your clients can easily access without technical hurdles.
You can automate your most repetitive document tasks, such as onboarding new clients or requesting monthly financial records, using built-in workflow templates. The platform is specifically built for industries with high security requirements, like accounting, legal, and financial services, where protecting sensitive data is non-negotiable. It scales with your needs, offering specialized tools for small practices up to large corporate departments that require advanced governance and compliance controls.
Overview
Moxo Features
- Branded Client Portals Create a professional digital presence with custom-branded web and mobile apps that mirror your corporate identity.
- Flow Templates Automate multi-step client processes like onboarding and renewals using pre-built templates to ensure consistent service delivery.
- Secure Messaging Communicate with clients in real-time through encrypted messaging that keeps sensitive business conversations private and organized.
- Digital Signatures Collect legally binding signatures on contracts and forms directly within the portal to eliminate printing and scanning.
- Document Collaboration Share, review, and annotate documents with your clients in a secure environment with full version control.
- Video Meetings Host high-quality video conferences and screen sharing sessions without requiring your clients to download external software.
ShareFile Features
- Client Portals. Give your clients a secure, branded space to upload documents and track project progress without digging through emails.
- Electronic Signatures. Send documents for legally binding signatures directly from your account and track the status in real-time.
- Large File Sharing. Send files up to 100 GB quickly and securely to anyone, even if they do not have a ShareFile account.
- Document Workflows. Automate your approval processes by setting up sequential review steps and automated reminders for your team.
- Custom Branding. Apply your company logo and colors to the interface so your clients feel confident they are in the right place.
- Outlook Integration. Convert your email attachments into secure ShareFile links automatically without ever leaving your Outlook inbox.
Pricing Comparison
Moxo Pricing
- 10 internal users included
- 100 client users included
- Secure messaging and files
- Digital signatures
- Standard Moxo branding
- Basic workflow templates
- Everything in Starter, plus:
- 50 internal users included
- 500 client users included
- Custom branding and domain
- Advanced workflow automation
- Priority email support
ShareFile Pricing
- Includes 3 user seats
- Unlimited client users
- Full-text search
- File sync and share
- Outlook and Gmail plugins
- Two-step verification
- Everything in Standard, plus:
- Unlimited e-signatures
- Feedback and approval workflows
- Encrypted email
- Custom branding
- Shared folders
Pros & Cons
Moxo
Pros
- Consolidates multiple communication tools into one portal
- Professional mobile app experience for end clients
- Strong security features meet strict compliance standards
- Automated workflows reduce manual follow-up tasks
Cons
- Higher starting price point than basic tools
- Initial setup of complex flows takes time
- Interface can feel busy for first-time users
ShareFile
Pros
- Excellent security features for handling sensitive client data
- Very easy for external clients to use without training
- Reliable handling of extremely large file transfers
- Seamless integration with Microsoft Outlook and Office 365
Cons
- The web interface can feel dated compared to competitors
- Higher starting price point than basic storage providers
- Occasional sync delays with the desktop application