Moxo Pricing 2026: Plans, Hidden Costs & Real Quotes

Moxo publishes one number on its pricing page: "Business starts at $200/month." That is the only public price for the entire product. Business Pro, Enterprise, additional active users, extra workspaces beyond the 10/year cap, additional AI credits beyond the 100/year cap, branded portals, on-premises deployment, and 24/7 support are all "contact sales." The reason this is the headline of the article and not a footnote: Moxo positions itself against Citibank, BNP Paribas, and other regulated-industry buyers who expect a sales-led motion -- so SMB pricing is structurally absent. Smaller teams are not the design target.

This guide pulls the one published rate from moxo.com, the third-party-quoted Business Pro figure (~$1,000/month billed annually) from independent trackers like AgencyHandy and Taskip, the active-user metering rule, the workspace and AI-credit annual caps, and a script for extracting a real Enterprise quote in one call. Verified May 3, 2026.

Moxo Pricing at a Glance (2026)

Free trial: none publicly offered. Moxo's pricing page shows a "Get started free" CTA that opens an account creation flow, but every independent review confirms the platform is sales-led and a personalized demo is the standard evaluation path. Free plan: none. Annual savings: Business Pro is "$1,000/mo billed annually" per AgencyHandy, implying a roughly 15-20% discount versus the unstated monthly rate, but Moxo does not publish the monthly figure to confirm it. Sources: moxo.com/pricing, AgencyHandy Moxo Pricing 2026, Taskip Moxo Pricing, Capterra Moxo listing.

Why Moxo's Public Pricing Stops at "Starts at $200/mo"

Moxo serves Citibank, BNP Paribas, Standard Chartered, accounting firms running thousands of client workflows, and law firms with regulatory document trails -- buyers who expect to negotiate, not click "buy." That positioning shapes the pricing page on purpose. Per Capterra's vendor profile, Moxo is listed as "Contact vendor for pricing" with no free trial. The $200/mo published Business rate is the on-ramp, not the typical contract.

The structural consequence: every article and forum post asking "how much does Moxo cost" is really asking two different questions. Question 1, from a 5-person agency: can I use Moxo for under $300/month? Answer: technically yes on the Business tier, but you will hit the 10-workspace-per-year and 100-AI-credit-per-year caps fast, and the feature gating pushes you toward Business Pro. Question 2, from a 200-person accounting firm: what does Moxo cost when I need SSO, branded portals, and 50 active users? Answer: you are in Enterprise, expect a five-figure annual minimum, and the only way to get a real number is to schedule a sales call.

Plan-by-Plan: What Each Tier Actually Includes (and Locks Out)

The marketing framing is "more storage and more users at higher tiers." The actual gating is more granular and is where buyers get surprised on the demo call.

Business -- Starts at $200/month

What's in: 10 active users, 10 GB/user storage, basic workflow automations, basic third-party actions, eSignatures, forms, task management, client portal access, mobile app, 10 free workspaces per year, 100 free AI credits per year. Source: moxo.com/pricing and Taskip's Moxo Pricing breakdown.

What's locked: data-sync integrations (one-way and two-way connectors to QuickBooks, Salesforce, etc.), advanced automations with branching/conditional logic, management reporting, SAML SSO, REST API, SDK, custom business actions, 24/7 support.

Real fit: a mid-size firm running a single concurrent client-portal pilot. The 10-workspace-per-year cap is the silent killer here -- if "workspace" maps to a client engagement, a firm onboarding 11+ clients in a 12-month window is forced to upgrade. AI-driven actions also burn credits fast (1 credit per AI-generated summary or routing decision per Moxo's blog on agentic AI pricing), so 100 credits/year is closer to a trial allowance than a working budget.

Business Pro -- ~$1,000/month billed annually (per third-party listings)

What's in: everything in Business, plus 25 GB/user storage, ~40 active users included, advanced automations, advanced third-party actions, data-sync integrations, management reporting, custom branding on client-facing portals, public proposals, expanded workspace allocation. Sources: AgencyHandy Moxo Pricing 2026, Taskip Moxo Pricing.

What's locked: SAML SSO, REST API, SDK, custom business actions, private-cloud or on-premises hosting, 24/7 support. These are all Enterprise-only.

Real fit: this is the tier most accounting firms, agencies, and consulting shops in the 15-50-person range will actually need. The unlock vs. Business is data-sync integrations -- if your firm runs QuickBooks Online, Xero, or Salesforce, Moxo's two-way sync only exists at Business Pro and above.

Enterprise -- Custom quote

What's in: everything in Business Pro, plus 250 GB/user storage, SAML SSO, REST API, SDK, custom business actions, branded mobile app option, private-cloud or on-premises deployment, custom AI credit and workspace allocations, 24/7 support as an add-on. Source: moxo.com/pricing.

Real fit: regulated industries (banking, healthcare, legal), firms 100+ staff, multinational deployments needing data residency, anyone whose security review demands SAML SSO and a signed SOC 2 attestation. Moxo's public customer logos -- Citibank, BNP Paribas, Standard Chartered -- live on this tier.

The active-user metering rule. Across all three tiers, "active user" is Moxo's billing primitive. Per Moxo's pricing page and confirmed by SoftwareSuggest's Moxo profile, an active user is anyone who logs in or interacts with a workspace within the billing period. Inactive seats do not count toward the cap. That sounds friendly until you realize seasonal work patterns (tax season, annual audits) can spike active-user counts above plan thresholds, triggering an overage charge or forced upgrade conversation.

The Moxtra Rebrand: Why Old Pricing Pages Still Circulate

Moxo was originally launched as Moxtra in 2012 by ex-WebEx executives Subrah Iyar and Stanley Huang. The platform rebranded to Moxo in 2020 to reposition from a generic team-collaboration tool toward a B2B client-interaction platform. Older pricing references on aggregator sites (PulseSignal still lists "Moxtra pricing starts at $99/month" per getpulsesignal.com/pricing/moxo) reflect pre-rebrand SKUs that no longer exist.

If a vendor research database, a board presentation, or a budget worksheet you inherited cites Moxo at $99/month, treat that as out-of-date. The current published Business floor is $200/month per moxo.com/pricing.

True Cost: What Moxo Actually Costs at Three Real Profiles

Most pricing articles stop at the headline number. We modeled annual all-in cost for three buyer profiles using Moxo's published Business rate, the third-party-quoted Business Pro figure, and reasonable assumptions for active-user growth, workspace overages, and AI credit consumption. Methodology: Business priced at $200/mo flat ($2,400/yr); Business Pro at $1,000/mo billed annually ($12,000/yr) per AgencyHandy and Taskip; Enterprise modeled at a conservative $30,000/yr starting point based on the accounting-firm portal cost ranges Moxo itself publishes ($5,000-$15,000/yr for mid-size, scaling higher for full enterprise).

The takeaway: the published $200/mo Business rate covers very few real-world buyers. The 10-workspace and 100-AI-credit annual caps push most professional-services firms into Business Pro within the first year. The honest planning number for an active client-portal deployment in a 5-30 person firm is $12,000-$22,000/year, not the $2,400/year headline. For an enterprise-grade rollout, expect $30,000-$120,000/year depending on user count, deployment model, and support tier, consistent with Moxo's own published mid-size firm benchmark of $5,000-$15,000/yr for tiered packages and higher for enterprise.

Moxo vs SuiteDash: Where the Math Flips

SuiteDash is the closest direct competitor to Moxo for SMB and mid-market client-portal use cases, and the pricing models are structurally opposite. Moxo charges per active user with bundled workspace and AI credit caps. SuiteDash charges per workspace with unlimited users.

Where SuiteDash actually wins: any team under 30 people that is buying on price. SuiteDash Pinnacle at $99/mo with unlimited users, unlimited contacts, 2 TB storage, full automation, and a 14-day free trial is roughly one-tenth the cost of Moxo Business Pro for comparable client-portal functionality. Sources: SuiteDash Pricing, Capterra SuiteDash listing.

Where Moxo actually wins: procurement-heavy regulated buyers. If your security review requires a vendor's SOC 2 Type II report, named-contact CSM, signed BAA for healthcare data, or private-cloud deployment in a specific data-residency region, SuiteDash is not on the shortlist and Moxo is. The $30K-$120K Enterprise spend is a rounding error against the cost of an audit failure or a regulatory finding.

Moxo vs Dubsado / HoneyBook: Different Product, Different Buyer

Dubsado and HoneyBook are sometimes pulled into Moxo comparisons because all three include client portals, but the buyer profile barely overlaps. Dubsado Premier is $525/yr ($43.75/mo) and HoneyBook Essentials is $588/yr ($49/mo) -- both built for solo creatives and 1-3 person studios billing under $500K/year.

Moxo's Business floor at $2,400/yr is roughly 4-5x those subscriptions, and the feature gravity is different. Moxo emphasizes branded client-interaction workflows, regulatory document handling, and B2B service orchestration. Dubsado and HoneyBook emphasize bookings, contracts, autopay, and creative-services automation. If you are choosing between Moxo and Dubsado for a 2-person photography business, you are not in Moxo's design target -- pick Dubsado, save $1,800/year, and use the difference on actual client work. If you are choosing between Moxo and Dubsado for a 25-person accounting firm, Dubsado is not in your shortlist -- it does not have the workspace structure or compliance posture for that workflow.

For B2B service firms specifically, see also Agiled which prices flat at $15/user/month with full CRM, contracts, invoicing, project management, helpdesk, and HRM modules included -- a structurally cheaper path for sub-50-person services firms that want everything in one tool.

Hidden Costs and Caveats Most Reviews Skip

1. The 10-workspace-per-year cap on Business. Moxo's pricing tiers bundle 10 free workspaces per year on Business and 100 free AI credits per year. If "workspace" maps to your client engagements, an 11th client onboarding triggers an overage conversation. Most pricing articles do not mention these annual caps.
2. AI credits are metered separately. Moxo's agentic-AI pricing post confirms AI actions are unit-priced. The 100 free credits/year on Business and the higher allocations on Business Pro and Enterprise run out faster than buyers expect once AI summaries, routing rules, and document parsing are turned on.
3. Active-user metering is not a flat seat license. Per SoftwareSuggest's Moxo profile, Moxo bills on active users (logged-in or transacted within the billing window), not provisioned seats. Tax-season ramps and audit-cycle spikes can push an account into overage territory. Negotiate annual averages, not peaks.
4. No free trial means you commit before testing. Multiple independent reviewers confirm Moxo does not offer a self-serve free trial. The "Get started free" button on moxo.com creates a basic account but lacks the active-user, integration, and workspace headroom to run a real-world test. Plan a sales-led pilot with a written pilot scope.
5. Branded mobile app is Enterprise-only and adds cost. Custom-branded iOS/Android apps with your firm's logo and color scheme are an Enterprise-tier feature with separate setup and Apple/Google developer fees that Moxo does not absorb.
6. Data-sync integrations require Business Pro minimum. Two-way sync with QuickBooks Online, Xero, Salesforce, and HubSpot is locked to Business Pro and above per AgencyHandy's plan breakdown. If your firm runs any of those tools and needs the integration, Business is functionally not an option.
7. Private cloud and on-premises deployment carry separate fees. Enterprise customers requesting dedicated infrastructure pay infrastructure-line-item costs in addition to the software contract. Moxo does not publish those rates.
8. 24/7 support is an add-on, not bundled. Even on Enterprise, around-the-clock support is purchased separately per moxo.com/pricing. Standard support is business-hours only.
9. Payment processing fees are passed through. Moxo does not own a payments network. eSignature/payment workflows route through DocuSign + Stripe (or equivalent), and you pay those vendors at their published rates (typically 2.9% + 30¢ per card transaction). Budget those fees separately.
10. No grandfather clause on price changes is published. Unlike Dubsado's December 2025 grandfathering policy or HoneyBook's published renewal terms, Moxo does not publicly commit to price-lock for existing customers across renewals. Negotiate a multi-year rate lock at signing.

Original Research: Extracting a Real Moxo Quote in One Sales Call

Because Moxo does not publish Business Pro or Enterprise pricing, the only way to get a real number is to be specific in the demo. We tested the discovery-call script across three independent reference points (vendor responses captured in G2 reviews, Capterra reviews, and the Moxo pricing benchmarks blog). The minimum data points to bring into the call:

1. Exact active-user count for the next 12 months, with a peak month and a baseline month. This sets the seat floor.
2. Number of concurrent client workspaces you will run in year 1. This determines whether Business is even feasible.
3. Required integrations: QuickBooks, Salesforce, custom REST API. This locks you to Business Pro or Enterprise.
4. Security and compliance requirements: SOC 2, SAML SSO, BAA, data residency. This locks you to Enterprise.
5. AI credit consumption estimate: how many automated routing/summarization actions per month. This avoids the surprise overage.
6. Deployment preference: shared cloud, private cloud, on-premises. Private cloud and on-prem add five-figure infrastructure costs.

A complete brief on those six points produces a quote in 7-10 business days for Business Pro and 14-30 business days for Enterprise based on community-reported timelines. Coming in with vague answers produces a "ballpark" of $30K-$50K/yr that is rarely the actual contract. The vendor's incentive is to anchor high; yours is to be specific enough that they cannot.

Not For You: When to Skip Moxo

Skip Moxo entirely if:

• You're a solo practitioner or 1-5 person firm. The $200/mo Business rate alone is more than Dubsado Premier at $43.75/mo or HoneyBook Essentials at $49/mo, and the workflow gravity is wrong for one-person operations. Use Dubsado, HoneyBook, or Agiled.
• You need to evaluate before paying. No free trial means you commit on a sales cycle. SuiteDash, Dubsado, and HoneyBook all offer real trials. If product testing is non-negotiable, those are the better starting points.
• You're under 30 staff and buying on price. SuiteDash Pinnacle at $99/mo with unlimited users, 2 TB storage, full API, and a 14-day free trial covers comparable client-portal functionality for one-tenth the Business Pro spend.
• You don't run regulated workflows. Moxo's Enterprise tier exists because banks, accounting firms, and law firms need SAML SSO, audit logs, and private-cloud deployment. If your security review is "we use Google Workspace and Notion," you are paying for compliance posture you will not use.
• You need transparent, predictable pricing for budgeting. The combination of active-user metering, workspace caps, AI credit caps, and add-on fees makes Moxo's monthly bill genuinely variable. Procurement teams that need flat, predictable line items will struggle.
• You want the smoothest mobile-first experience for solo creatives. Moxo's mobile app is built for B2B portal interactions, not for booking-first creative workflows. HoneyBook and Dubsado are better mobile-first.
• You expect deep customization without the Enterprise tier. Custom business actions, branded mobile apps, and the SDK are all Enterprise-only. If you need them and cannot justify Enterprise spend, you will outgrow Business Pro fast.

FAQ: Moxo Pricing Questions

How much does Moxo cost per month in 2026?

Moxo's published Business plan starts at $200/month for 10 active users with 10 GB/user storage, 10 free workspaces per year, and 100 free AI credits per year. Business Pro is listed by third-party trackers at approximately $1,000/month billed annually ($12,000/year) with 25 GB/user storage and roughly 40 active users included. Enterprise pricing is custom quote and typically lands $30,000-$120,000/year depending on user count, deployment model, and support tier. Source: moxo.com/pricing, AgencyHandy Moxo Pricing 2026.

Does Moxo have a free plan or free trial?

Moxo does not offer a public free trial or a permanent free plan. The "Get started free" button on the Moxo pricing page creates a limited basic account, but every independent review confirms the standard evaluation path is a sales-led personalized demo. SuiteDash offers a 14-day free trial as an alternative if hands-on testing matters before purchase.

Why doesn't Moxo publish pricing for Business Pro and Enterprise?

Moxo's design buyer is a regulated-industry firm (banking, accounting, healthcare, legal) that expects to negotiate enterprise software contracts. Customer logos include Citibank, BNP Paribas, and Standard Chartered. Sales-led pricing lets Moxo customize active-user counts, AI credit allocations, deployment options, and security requirements per buyer. The trade-off: SMB shoppers cannot self-serve and must invest 30-60 minutes in a discovery call to get a real quote.

What is the difference between Moxtra and Moxo?

Moxtra was the original company name when the platform launched in 2012, founded by ex-WebEx executives Subrah Iyar and Stanley Huang. The company rebranded to Moxo in 2020 to reposition from generic team collaboration toward B2B client-interaction software. Pricing references citing "Moxtra at $99/month" reflect pre-rebrand SKUs that no longer exist; current published pricing starts at $200/month for the Business tier.

How does Moxo's "active user" billing work?

Moxo bills based on active users -- accounts that log in or interact with a workspace within the billing period -- rather than provisioned seats. Inactive users on the account do not count toward plan caps. This sounds favorable but creates variability: seasonal spikes (tax season, audit cycles) can push active-user counts above plan thresholds and trigger overages or forced tier upgrades. Negotiate based on average annual active users with documented peak allowances. Source: SoftwareSuggest Moxo profile.

What are the workspace and AI credit caps on Moxo Business?

The Business tier includes 10 free workspaces per year and 100 free AI credits per year per Taskip's Moxo Pricing breakdown and moxo.com/pricing. Each workspace typically maps to a client engagement; AI credits are consumed by automated routing, summarization, and document parsing actions. Firms onboarding more than 10 clients per year or using AI-driven workflows at scale will exhaust both caps quickly and effectively be forced into Business Pro or higher.

Moxo vs SuiteDash -- which is cheaper in 2026?

SuiteDash is dramatically cheaper for sub-30-person teams. SuiteDash Pinnacle at $99/month includes unlimited users, 2 TB storage, full API access, automation, and a 14-day free trial. Moxo Business at $200/month covers 10 users with 100 GB total storage and gates the API behind Enterprise. For a 15-person agency, SuiteDash costs roughly $1,200/year vs. Moxo Business Pro at roughly $12,000/year for comparable client-portal functionality. Moxo wins on enterprise credibility, security posture, and regulated-industry references; SuiteDash wins on raw cost, transparency, and free-trial access. Sources: SuiteDash Pricing, moxo.com/pricing.

Are there hidden fees in Moxo pricing?

Yes, several. The headline $200/month Business rate excludes: AI credit overages beyond 100/year, workspace overages beyond 10/year, additional active users above the 10-user cap, branded mobile app development (Enterprise add-on), private-cloud or on-premises deployment infrastructure, 24/7 support (separate add-on), payment processing fees passed through to DocuSign and Stripe (typically 2.9% + 30¢ per card transaction), and any custom business actions or SDK work. Build a 30-50% buffer above the published rate when modeling annual cost.

How long does a Moxo Enterprise sales cycle take?

Community-reported timelines on G2 and Capterra suggest 14-30 business days from discovery call to signed Enterprise quote, longer if security review (SOC 2, SAML SSO, BAA) is involved. Business Pro quotes typically come back in 7-10 business days. Coming into the discovery call with specific active-user counts, integration requirements, security needs, and deployment preferences accelerates the cycle materially.

Is Moxo worth the price for accounting firms?

Conditionally yes for firms 15+ staff serving 50+ recurring clients with compliance requirements. Per Moxo's own client-portal pricing benchmarks, mid-size accounting firms typically spend $5,000-$15,000/year on portal software, with ROI driven by saved staff hours during onboarding and document collection cycles. Moxo Business Pro at $12,000/year fits inside that range. For sub-10-person bookkeeping practices, the math rarely works -- a flat per-seat tool like Agiled at $15/user/month or a creative-services platform like Dubsado covers the same workflow at a fraction of the cost.

Can I negotiate a multi-year discount with Moxo?

Yes, especially on Enterprise. Multi-year contracts with annual commitments and price-lock clauses are standard in Moxo's enterprise sales motion based on community-reported negotiation outcomes on G2. Discounts of 10-25% on a 2-3 year commitment are typical anchor points to ask for. Moxo does not publish a grandfather policy on price changes, so negotiating an explicit price-lock across renewals is the meaningful protection -- otherwise you are exposed to the Business-Pro-equivalent of Dubsado's December 2025 75% price hike on subsequent renewals.

Bottom Line: Should You Pay for Moxo in 2026?

Pay for Moxo if you are a 30+ person professional services firm in a regulated industry (banking, accounting, healthcare, legal), you have a real procurement and security review process, and you need branded client-interaction workflows with audit trails. The Business Pro tier at roughly $12,000/year and Enterprise at $30,000-$120,000+/year are appropriately priced for that buyer because the alternative is a custom build, a workflow-tool stack with multiple seat licenses, and integration debt.

Skip Moxo if you are under 15 staff, buying on price, or not in a regulated workflow. SuiteDash Pinnacle at $99/mo with unlimited users covers comparable client-portal functionality at one-tenth the cost. Dubsado Premier and HoneyBook Essentials cover solo and 2-3 person creative services for under $50/month. Agiled at $15/user/month consolidates CRM, contracts, invoicing, projects, and helpdesk for sub-50-person services firms in a structurally cheaper way.

The single most actionable move regardless of platform: get specific before the demo. Active-user counts, workspace counts, integration list, security requirements, and deployment preferences. A vague brief produces a vague quote that is rarely the actual contract. A specific brief produces a real number you can take to your finance team.

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