Copilot vs Moxo — 2026 comparison
A side-by-side look at how Copilot and Moxo compare on score, real user ratings, pricing and features.
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The verdict
Copilot and Moxo are both Client Portal Software options worth comparing. Copilot ranks higher in our editorial score (88 vs 80 out of 100). Copilot has the larger review base (318 reviews across 1 sources). Copilot is best for modern client-facing service firms; Moxo is best for guided client workflows and onboarding. Starting price: Copilot From $39/mo, Moxo Custom quote. See the full breakdown below, then read each review before you decide.
Pick Copilot if…modern client-facing service firms
Pick Moxo if…guided client workflows and onboarding
Side by side
| Copilot | Moxo | |
|---|---|---|
| Our score | 88/100 | 80/100 |
| User consensus | 4.7/5 (318) | 4.0/5 (24) |
| Starting price | From $39/mo | Custom quote |
| Best for | modern client-facing service firms | guided client workflows and onboarding |
| Secure file sharing | ||
| Branded portals | ||
| Messaging/collaboration | ||
| Invoicing/payments | ◑ | |
| Project/task tracking | ◑ | |
| E-signature/forms |
Copilot
- Clean, professional white-label portal that impresses clients out of the box
- Built-in Stripe billing makes invoicing and recurring payments simple to collect in-portal
- – Key features like custom domains are locked behind a pricey higher tier
- – Transaction and payment-processing fees can feel higher than expected
Moxo
- Structured workflow and action-item engine keeps client onboarding organized
- Secure messaging, files and digital signatures live together in one branded space
- – Interface and mobile experience can feel clunky or dated to some users
- – No public pricing, so buyers must request a custom quote to evaluate cost