# Moxo vs Taskray

**Leader by Vioscale score:** Moxo

| Attribute | Moxo | Taskray |
|---|---|---|
| **Vioscale score** | 31.9 (42% (low)) | 24.3 (3% (low)) |
| deployment.options | `{"cloud":true,"on_prem":true,"self_hosted":true}` | `{"cloud":true}` |
| description.long | A cloud-based platform that automates complex business workflows using AI agents while maintaining human control and decision-making. It provides secure client portals, document management, and process orchestration across multiple teams and external parties. | A project management platform integrated with Salesforce that helps teams oversee complex projects, coordinate delivery efforts, and collaborate with clients while leveraging AI assistants to improve outcomes. Connects directly with various Salesforce cloud products to align project work with sales, service, and revenue operations. |
| features.capabilities | `{"soc2_type_ii":true,"pricing_model":"per_internal_user_monthly","deployment_model":"cloud_managed_saas","time_to_value_ttv_delay_metrics":true,"external_client_facing_portal_ui":true,"automated_task_dependency_handoffs":true,"native_time_tracking_billable_hours":true,"document_signature_and_approval_gates":true,"magic_link_passwordless_client_access":true}` | - |
| integrations.count | 1 | 6 |
| integrations.list | `[{"name":"Slack"}]` | `[{"name":"Formstack"},{"name":"FilePulse 360"},{"name":"Salesforce Sales Cloud"},{"name":"Salesforce Service Cloud"},{"name":"Salesforce Revenue Cloud"},{"name":"Salesforce Experience Cloud"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | - |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Starter","features":["Secure client portal","Branded Magic Link access"],"description":"For firms getting started with secure, external-facing workflows","contactSales":false},{"free":false,"name":"Growth","features":["SAML SSO","Management dashboards"],"description":"For growing firms ready to scale with automation and advanced integrations","contactSales":false},{"free":false,"name":"Enterprise","features":["API/SDK access","Enterprise deployment options","Webhook integrations","Dedicated technical account support"],"description":"For firms needing full flexibility, compliance, and developer control","contactSales":true}],"addOns":[{"name":"Client-facing dashboards"},{"name":"White-labeled mobile app"}],"currency":"USD","freeTier":false,"sourceUrl":"https://www.moxo.com/blog/accounting-firms-moxo-pricing","retrievedAt":"2026-08-25T08:26:11.905Z"}` | - |
| pricing.free_tier | no | - |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | - |
| pricing.transparent | no | - |
| security.gdpr | yes | - |
| security.soc2 | yes | - |

## Capabilities (Customer Onboarding)

| Capability | Moxo | Taskray |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | Cloud managed saas | - |
| External client facing portal UI | ✓ | - |
| Magic link passwordless client access | ✓ | - |
| Automated task dependency handoffs | ✓ | - |
| Time to value ttv delay metrics | ✓ | - |
| Native time tracking billable hours | ✓ | - |
| Document signature and approval gates | ✓ | - |
| Salesforce hubspot CRM creation sync | - | - |
| Slack ms teams client channel sync | - | - |
| Jira engineering escalation sync | - | - |
| SOC2 type ii | ✓ | - |
| ISO 27001 | - | - |
| Pricing model | Per internal user monthly | - |

*Source: Vioscale. Generated 2026-09-01T14:59:11.354Z. "-" = undocumented, not absent.*