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Almoxalmox
For Accountants & Bookkeepers

Stop chasing documents.
Start impressing clients.

A secure client portal for accounting firms. Collect documents, communicate clearly, and deliver exceptional service—all in one place.

Start Free — No Card Required

256-bit SSL encryption. GDPR compliant.

Sound familiar?

"Still waiting on that W-2..."

"Is email secure enough for this?"

"Which deadline was that again?"

Almox keeps your practice organized and your clients informed.

Secure Document Portal
Secure Document Portal

Bank-level security for financial documents

Clients upload tax documents, receipts, and statements directly to their portal. Everything stays encrypted and organized by client. No more emailing sensitive files back and forth.

  • 256-bit SSL encryption on all uploads
  • Organize by client, tax year, or document type
  • Automatic notifications when clients upload
  • Control exactly what each client can access
Document Requests
Document Requests

Get the documents you need, when you need them

Create checklists of required documents for each client. Track what's been submitted and what's still outstanding. Clients see exactly what you need from them.

  • Create document request checklists
  • Track submitted vs outstanding items
  • Send reminders for missing documents
  • Due dates keep clients on schedule
Client Messaging
Client Messaging

Secure communication, organized by client

Stop hunting through email threads. All client conversations happen in one secure place, organized by client and project. Every message is searchable and linked to the right context.

  • Real-time live chat with clients
  • Conversations organized by client/project
  • File sharing within conversations
  • Full message history, always searchable
Invoicing & Payments
Invoicing & Payments

Get paid faster with professional invoices

Create professional invoices linked to your projects. Accept Stripe payments online or track manual payments. Clients view and pay invoices right in their portal.

  • Professional invoice templates
  • Accept Stripe payments online
  • Automatic payment reminders
  • Track paid, pending, and overdue invoices
Task & Deadline Management
Task & Deadline Management

Never miss a filing deadline

Track tax deadlines, assign tasks to team members, and manage workload across all your clients. Visual boards show exactly where every project stands.

  • Visual task boards for each client
  • Due dates and deadline reminders
  • Assign tasks to team members
  • Track progress across all clients
256-bit
SSL Encryption
GDPR
Compliant
Daily
Backups
99.9%
Uptime

Questions from Accounting Professionals

Is Almox secure enough for financial documents?

Yes, Almox uses 256-bit SSL encryption for all data, is fully GDPR compliant, and stores data on secure AWS servers with daily backups.

Can clients upload documents to Almox?

Yes, clients get their own portal login where they can securely upload tax documents, receipts, and statements. You're notified of new uploads, and everything stays organized by client and project in folders.

Does Almox integrate with other tools?

Business plan ($49/user/month) includes API access for custom integrations. Almox handles the client-facing side - communication, document collection, and task tracking - while your accounting software handles the numbers.

Can I send invoices through Almox?

Yes, invoicing is included on Pro plan ($29/user/month). Create invoices linked to projects, accept Stripe payments or track manual payments, and clients can view and pay invoices directly in their portal.

What does Almox cost for accounting firms?

Start free with 1 user and 3 clients. Pro ($29/user/month) adds unlimited clients, client portal, invoicing, and 50GB storage per user. Business ($49/user/month) adds unlimited storage, white-label branding, and API access.

Ready to modernize your practice?

Join accounting firms who've streamlined client work with Almox.

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