360Onboard
vs Moxo
Both platforms bring client communication, forms, signatures, and approvals together. Compare Moxo’s coordinated business workflows with 360Onboard’s agency onboarding, service offers, access requests, and client delivery.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | Moxo |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | MoxoForms & workflow actions |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | MoxoE-signatures |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | MoxoFile requests |
| Sell packaged services | 360OnboardOne-time & recurringHow it worksPublish service offers to selected clients or all clients. Connect the purchase to an invoice and a delivery template or playbook. Explore this feature | Moxo—Not documentedDetails & sourcePayments are documented; a packaged-service catalog with client purchasing was not established here. Read Moxo’s documentation |
| Platform-access requests | 360OnboardGoogle, Meta & moreHow it worksUse Google account connections and guided sharing steps for Meta, websites, storefronts, and other supported platforms. Availability and approval steps vary by provider. Explore this feature | Moxo—Not documentedDetails & sourceA provider-specific client account-access request catalog was not established in the reviewed portal page. Read Moxo’s documentation |
| Client portal | 360OnboardBranded for each clientHow it worksShare the client’s projects, files, conversations, services, and invoices in a branded portal. Portal availability and capacity depend on your plan. Explore this feature | MoxoBranded client portal |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | MoxoTasks & milestonesDetails & sourceCoordinate tasks, roles, and milestones in client-facing work. Read Moxo’s documentation |
| Creative file reviews | 360OnboardImages, PDFs & videoHow it worksCollect annotations on supported images and PDFs, and timestamped feedback on video or audio. Keep comments with their original version. Explore this feature | MoxoFile annotationsDetails & sourceMoxo documents file annotation and feedback. Verify the formats and video behavior you need. Read Moxo’s documentation |
| Website annotation | 360OnboardComments on the pageHow it worksPlace feedback on supported website review surfaces. Some websites block embedding or require a separate sign-in. Explore this feature | Moxo—Not documentedDetails & sourceFile annotation is documented; a native website-annotation workflow was not established in this guide. Read Moxo’s documentation |
| Invoices & payments | 360OnboardInside the client portalHow it worksCreate invoices, offer connected payment options, and record external payments with the client relationship. Explore this feature | MoxoInvoices & paymentsDetails & sourceThe client portal includes invoicing and payment workflows. Read Moxo’s documentation |
| Recurring client billing | 360OnboardSubscriptions & invoicesHow it worksSell recurring services with supported auto-charge or auto-issue billing. Payment-provider setup and fees still apply. Explore this feature | Moxo—Not documentedDetails & sourcePayment workflows are documented; confirm recurring client subscription billing for your setup. Read Moxo’s documentation |
| External AI assistants · MCP | 360OnboardAcross the client workflowHow it worksConnect a compatible assistant to supported onboarding, response, task, message, file-review, meeting-note, service, and invoice actions. Tools follow account permissions. Explore this feature | Moxo↔AI agents documentedDetails & sourceMoxo describes AI agents. A comparable external-assistant MCP catalog was not established on the reviewed page. Read Moxo’s documentation |
Documented capability↔ Different approach— Not established in the reviewed docs
“Not documented” does not mean unavailable. Confirm plan limits and any connected tools you need. Official sources reviewed October 15, 2026.
Bring the whole
client workflow together.
Choose 360Onboard when you want the agency’s intake, platform access, service sales, reviews, and ongoing billing around each client.
See the complete workflowMoxo focuses on orchestrating client-facing processes with human participants, AI agents, and connected business systems.
Explore MoxoTry the same client in both.
Collect a signed agreement, request access, review a file, approve the next milestone, and handle the related client invoice.
Create the request, assign the task, review the file, and check what your AI assistant can actually do.
Find the next request, submit feedback, and locate the service and invoice.
Check team seats, portals, response limits, AI usage, and any extra tools or processing fees.
A few useful distinctions.
Do AI agents and MCP mean the same thing?+
No. Built-in agents and an external-assistant connection are different capabilities. 360Onboard lets a compatible assistant work through supported MCP tools; compare the exact connections and actions each product offers.
How should an agency compare approvals?+
Run a real sequence with sample data: collect the file, leave feedback, submit a revision, approve it, and find the next task. Check that the client can follow the same sequence.
Can we move our existing client work over?+
Start with a sample client and map your agreements, files, active tasks, and billing. Confirm the setup or import needed before moving live work, and keep your existing records.
Considering another platform?
Compare the same features across the other tools on your shortlist.
