How it works

doxo is the easiest way to connect with your customers.

How it works

It all starts with the Connection…

Customers directly Connect with you on doxo by sending you a Connect request.

Approve each Connect request on your doxo Control Panel or automate it with the doxo Connect API.

How customers Connect to your company

How customers Connect to your company

Manage Connect requests in your Control Panel

Manage Connect requests in your Control Panel

Send Documents

Deliver documents directly to your customers.

Once your customers Connect, paper mail is turned off. 100%.

Sending documents is easy

Sending documents is easy

Automate it or send one at a time:
Upload documents in the Control Panel or through the doxo Deliver API for instant secure delivery.

Document types

Pay documents

Pay documents:
Used for bills or invoices. Your customers can pay this document with doxoPAY.

Review documens

Review documents:
A document that does not require payment, like a statement, explanation of benefits, insurance summary, etc.

Get Paid

doxoPAY accelerates collections, reduces transaction costs and eliminates credit card fees.

Daily reconciliation files keep accounting simple.

Simple reconciliation

Simple reconciliation

Gain Insights

Monitor customer activity in real-time.

Export reports to share with your managers so that they can thank you personally.

The Dashboard

The Dashboard

Dive deep with real-time customer data.

Export reports

Export reports

Export reports to share with your co-workers (and boss).

Manage Identity

Directly control your brand and contact details.

Manage your company’s identity and place your free ad on your Profile Page.

Control your logo and company information

Control your logo and company information

Your Profile Page

Your Profile Page

Send Updates

Broadcast to your customers.

Hook up existing social media such as Twitter and RSS.

Broadcast directly to your customers from the Control Panel

Broadcast directly to your customers from the Control Panel

Your customers receive your messages

Your customers receive your messages