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Better software and systems for modern accounting firms.
Mosan builds and manages the technology behind growing accounting firms — from CRM and client onboarding to document collection, workflow automation, client portals, reporting and custom accounting software.
We work around the accounting and practice management software you already use to reduce administrative work, improve client follow-up and connect the gaps between new enquiries, recurring work and internal operations.
We work around the accounting and practice management software you already use to reduce administrative work, improve client follow-up and connect the gaps between new enquiries, recurring work and internal operations.
Your firm handles enough details already. Your software should make them easier to manage.
Accounting firms deal with a constant flow of information.
New clients need to be onboarded. Documents need to be collected. Recurring work needs to stay on schedule. Questions need to reach the right person. Missing information needs to be followed up on. Clients need updates. Management needs to know what is still outstanding.
When those processes are spread across inboxes, spreadsheets, shared drives and disconnected accounting software, your team spends more time coordinating the work than it should.
Mosan helps connect the software and systems behind your firm.
New clients need to be onboarded. Documents need to be collected. Recurring work needs to stay on schedule. Questions need to reach the right person. Missing information needs to be followed up on. Clients need updates. Management needs to know what is still outstanding.
When those processes are spread across inboxes, spreadsheets, shared drives and disconnected accounting software, your team spends more time coordinating the work than it should.
Mosan helps connect the software and systems behind your firm.
Accounting firm software, technology and automation built around your workflow.
From accounting CRM and client onboarding software to document workflows, portals and custom reporting, we build around the way your firm actually operates.
CRM software for accounting firms
Organize prospects, clients, referral sources, opportunities, relationships and follow-ups in a CRM configured around your firm's business development and client lifecycle.
Accounting client onboarding
Create structured onboarding workflows that collect the information, contacts, documents and approvals your team needs before work begins.
Document collection workflows
Request documents, track what has been received, identify missing items and keep outstanding requests visible without relying entirely on email follow-up.
Recurring client workflows
Build repeatable systems around monthly, quarterly, annual or other recurring work so tasks, reminders and client requests happen more consistently.
Accounting client portals
Give clients a secure place to submit information, upload documents, access requests, make payments and interact with your firm.
Client communication and follow-up
Organize routine communication, outstanding requests and client follow-up so important tasks don't disappear inside individual inboxes.
Accounting dashboards and reporting
Bring client activity, onboarding status, outstanding requests, pipeline information and operational data into dashboards designed around what firm management actually needs to see.
Custom software for accounting firms
When existing accounting or practice management software doesn't fit a specific workflow, Mosan can build custom portals, dashboards, internal tools and business applications around your firm's requirements.
You may not need another accounting software platform.
You may just need the software you already use to work together better.
Mosan isn't trying to replace every platform inside your firm.
You may already rely on accounting software, tax platforms, payroll systems, document storage, Microsoft 365 or Google Workspace, e-signature tools, billing software and practice management technology.
We look at where information gets stuck, where staff repeat work, where client requests get delayed and where management lacks visibility.
Then we determine whether the right answer is to configure, connect, automate or build.
Mosan isn't trying to replace every platform inside your firm.
You may already rely on accounting software, tax platforms, payroll systems, document storage, Microsoft 365 or Google Workspace, e-signature tools, billing software and practice management technology.
We look at where information gets stuck, where staff repeat work, where client requests get delayed and where management lacks visibility.
Then we determine whether the right answer is to configure, connect, automate or build.
Common accounting firm workflows we improve.
New client inquiries
A prospective client contacts your firm.
Instead of the enquiry sitting inside a general inbox:
Inquiry received → service need identified → CRM record created → appropriate team assigned → consultation scheduled → follow-up created
Your team gets a more organized opportunity instead of another message to manually process.
Instead of the enquiry sitting inside a general inbox:
Inquiry received → service need identified → CRM record created → appropriate team assigned → consultation scheduled → follow-up created
Your team gets a more organized opportunity instead of another message to manually process.
Client onboarding
A new accounting client often requires much more than a name and email.
Mosan can build structured onboarding around:
Business information · Contacts · Services required · Existing systems · Billing information · Documents · Authorizations · Internal assignments
The right information enters the firm from the start while missing items remain visible.
Mosan can build structured onboarding around:
Business information · Contacts · Services required · Existing systems · Billing information · Documents · Authorizations · Internal assignments
The right information enters the firm from the start while missing items remain visible.
Document collection
Chasing documents can become one of the most repetitive parts of accounting work.
Mosan can build workflows such as:
Request sent → client uploads documents → missing items remain open → reminder triggered → team notified when complete
Instead of repeatedly asking:“Did they ever send that?”your team can see what is still outstanding.
Mosan can build workflows such as:
Request sent → client uploads documents → missing items remain open → reminder triggered → team notified when complete
Instead of repeatedly asking:“Did they ever send that?”your team can see what is still outstanding.
Recurring client work
Many accounting relationships involve work that repeats on a predictable schedule.Mosan can help build systems around:
Work approaching → client request created → documents collected → status updated → client notified → next cycle scheduled
The goal is to make recurring work easier to manage as the client base grows.
Work approaching → client request created → documents collected → status updated → client notified → next cycle scheduled
The goal is to make recurring work easier to manage as the client base grows.
Frequently Asked Quesstions
Have questions?
Quick answers to help you get the most out of our platform.
We already use QuickBooks, Xero or other accounting software. Would Mosan replace it?
Not necessarily. Accounting platforms are often already doing their core job well. Mosan can focus on the systems around them — such as client onboarding, CRM, document collection, portals, automation and reporting — rather than replacing software that works.
Can you build client onboarding software for an accounting firm?
Yes. Client onboarding can be structured around business information, services, documents, billing details, internal assignments and other firm-specific requirements so the process is easier to manage from the start.
Can you build recurring workflows for monthly or annual accounting work?
Yes. Recurring workflows can create tasks, request information, assign responsibility, trigger reminders and track progress based on schedules defined by your firm.
Can AI be used in accounting firm workflows?
Potentially. AI can help with appropriate administrative tasks such as categorizing incoming enquiries, summarizing information, identifying missing fields, routing requests or monitoring workflows. We don't position AI as a replacement for professional legal judgment.