Taskip vs Moxo: Agency Client Portal or Enterprise Workflow OS?
Taskip is a self-serve agency platform with published plans from free to $89 a month. Moxo is an enterprise workflow product for humans and AI agents, with branded portals and cloud, private-cloud or on-prem deployment. Its pricing URL redirects to the homepage. No public list price was on that page.
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GeminiTL;DR: Quick Verdict
These products overlap on the words “client portal” and not much else. Taskip is priced for a freelancer or agency to start the same day. Moxo is sold through a trial or a demo, for operations teams that want governed workflows and deployment choice.
Public price: Taskip: free, then $12 to $89/mo. Moxo: Not listed
Buyer: Taskip: agencies and freelancers. Moxo: operations and regulated processes
Deployment: Moxo lists its cloud, your cloud, or on-prem. Taskip is cloud software
Invoicing: Included on Taskip. Not listed on the Moxo pages checked
Where Taskip Wins
- Published plans vs a sales conversation
- Billing and a client portal you can start today
Where Moxo Wins
- Where you can run it
- Security claims
Key Differences
A side-by-side breakdown of where Taskip and Moxo actually differ.
| Where They Differ | Taskip | Moxo | Winner |
|---|---|---|---|
| Published plans vs a sales conversation |
|
| Taskip Wins |
| Agency operating system vs workflow OS |
|
| Tie |
| Where you can run it |
|
| Moxo Wins |
| Security claims |
|
| Moxo Wins |
| Billing and a client portal you can start today |
|
| Taskip Wins |
Detailed Feature Comparison
| Feature | Taskip | Moxo | Winner |
|---|---|---|---|
| Pricing | |||
| Public list price | Free, then $12 to $89/mo | Not listed on a public pricing page | Taskip |
| Free plan | Yes | Not listed | Taskip |
| How you buy | Self-serve checkout | Trial or demo request | Tie |
| CRM & Sales | |||
| CRM and pipeline | Yes | Not listed | Taskip |
| Proposals | Yes | Not listed | Taskip |
| AI & Automation | |||
| AI in the product | Taspi AI agent on paid plans | AI agents inside workflows, as Moxo describes them | Tie |
| Workflow automation | Yes, on every plan | Core of the product | Tie |
| Project Management | |||
| Projects and tasks | Kanban, List, Gantt, Calendar | Not listed as an agency project tool | Tie |
| Time tracking and invoicing from time | Yes | Not listed | Taskip |
| Client Portal & Selling | |||
| Client or participant portal | Yes, every plan | Yes, branded portals | Tie |
| White-label on a published plan | From $59/mo, or an add-on | Not listed | Taskip |
| Billing & Payments | |||
| Invoices and payments | Yes | Not listed | Taskip |
| Payment gateways | Stripe, PayPal and bank | Not listed | Tie |
| Support & Communication | |||
| Support tickets | Yes | Not listed | Taskip |
| Audit trail of process steps | Activity log on tasks and tickets | Listed as an enterprise control | Moxo |
| Platform & Localization | |||
| Deployment | Taskip cloud | Moxo cloud, customer cloud, or on-prem | Moxo |
| Mobile apps | iOS and Android | Not listed | Tie |
| SOC 2 | Not published by Taskip | SOC 2 Type II, as stated on moxo.com | Moxo |
Pricing at Scale
| Team Size | Taskip | Moxo | Savings |
|---|---|---|---|
| Solo (1 user) | Free, or $12/mo | Custom / not listed | Not listed |
| 3 users | $29/mo | Custom / not listed | Not listed |
| 5 users | $29/mo | Custom / not listed | Not listed |
| 10 users | $29/mo | Custom / not listed | Not listed |
| 25 users | $59/mo | Custom / not listed | Not listed |
Checked November 2026. moxo.com/pricing redirected to the homepage. There is no public plan card, so every Moxo price cell says Not listed. A Moxo blog post is quoted in the FAQ only, and it is not used as a table price.
moxo.com/pricing (redirects home)Moxo homepageMoxo blog, PSA roundup
Taskip vs Moxo: Who Should Choose Which?
Choose Taskip if:
- You are a freelancer or agency and you want a price on the page
- You need CRM, projects, invoices and a branded portal in one login
- You want to start on a free plan the same day
- You do not need on-prem deployment
Choose Moxo if:
- You are buying an operations workflow layer, not an agency billing tool
- You need on-prem or a private cloud
- You want AI agents inside governed, multi-party processes
- You expect a trial or a sales conversation rather than self-serve checkout
Seamless Transition
Our dedicated team ensures a smooth migration with minimal disruption to your operations.
- Free migration help on paid plans, as the migration page describes it
- You keep working in your current tool until you approve the switch
- Moxo is not in the list of tools Taskip has already migrated
- Mention it on a discovery call and the team confirms scope within 24 hours
Frequently Asked Questions
What is the main difference between Taskip and Moxo?
Taskip is an agency client portal with CRM, projects and invoicing at published prices, including a free plan. Moxo is an enterprise workflow platform for operations teams, with AI agents, participant portals and a choice of cloud or on-prem deployment. The overlap is the portal, not the buyer.
Is this a fair comparison?
Only partly. A freelancer comparing monthly prices will not get a Moxo number, because Moxo does not publish one. An operations team buying on-prem workflows will not get that from Taskip. The page is here so both are described from their own sites, checked in November 2026.
Does Moxo publish pricing?
Not on a pricing page. On 14 November 2026, moxo.com/pricing redirected to the homepage, which has trial and demo buttons and no plan cards. This comparison does not guess a seat price. Every Moxo price cell says Not listed.
Did a Moxo page mention a dollar price?
On 14 November 2026, Moxo’s blog post at moxo.com/blog/best-psa-software said: “Free trial. Starts $80/month, billed annually, or $99 billed monthly for the Business Plan.” That sentence was not on a pricing page. It is not used in the table. Re-check the post, and ignore it if Moxo has changed or removed it.
How long is Moxo’s free trial?
The homepage has a free-trial call to action. The number of days was not listed on the homepage or on the redirected pricing URL checked in November 2026, so this page marks the trial length Not listed rather than inventing one.
Does Moxo have a client portal?
Yes. Moxo describes branded portals so teams, customers or partners can take action inside a process. Taskip’s portal is the client login for that client’s projects, files, invoices and messages, on your domain. Both are portals. They are built for different buyers.
Can I migrate from Moxo to Taskip?
Taskip’s migration page does not name Moxo as a tool the team has already imported. Paid plans include migration help, and the team will confirm scope on a discovery call within 24 hours. This page does not claim a Moxo importer.
Does Taskip have the same security certifications as Moxo?
No. Moxo’s homepage lists SOC 2 Type II, GDPR, SAML SSO, an audit trail and encryption. Taskip publishes encryption, 2FA, GDPR and SSO or IP allowlisting on Agency Pro. Taskip does not publish SOC 2. Use each vendor’s own security page.
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