MOB – My Online Bookkeeping is a powerful practice management tool for business owners, and well as for accountants and tax professionals who want to streamline their workflow, stay organized, and get paid faster.
Whether you’re a solo practitioner or managing a team, MOB helps you keep client work moving smoothly from intake to invoice.
Practice Management for Your Tax Firm
Manage your entire practice in one place:
- View all your clients and engagements at a glance
- See what’s in progress, what’s waiting on client documents, and what’s ready for review
- Standardize your workflow so every return or file follows the same clear process
No more juggling spreadsheets, sticky notes, and email threads to see who needs what and by when.
Track Clients Through the Tax Return Workflow
Keep every client moving through your tax return process:
- Set up simple, repeatable stages (e.g., “Documents Received,” “In Progress,” “Awaiting Review,” “Ready for Filing,” “Completed”)
- Assign tasks to specific staff members
- Quickly see which returns are stuck or overdue
You always know the status of each client’s return without chasing staff or digging through emails.
Track Staff Time on Client Files
Understand where your time really goes:
- Track staff time by client, project, or task
- See how much time each return or engagement actually takes
- Use real data to adjust pricing, staffing, and deadlines
Accurate time tracking means better planning and more profitable work.
Generate and Send Client Invoices
Turn completed work into revenue without extra hassle:
- Generate invoices directly from client work and tracked time
- Customize descriptions and line items to match your services
- Apply taxes and discounts where needed
Once you’re done the work, invoicing is just a few clicks.
Email Invoices with Online Payment Links
Make it easy for clients to pay you:
- Email invoices directly from MOB
- Include a secure link so clients can pay by credit card
- Reduce delays and excuses—clients can pay the moment they receive the invoice
Faster, simpler payments improve your cash flow and reduce follow-up.
Secure Client Document Portal
Collect and share documents without risking security or getting buried in email attachments:
- Give each client access to a secure portal
- Clients can upload their slips, receipts, and supporting documents
- You can upload completed returns, reports, and other files back to them
- All documents are stored in one organized, secure location
This makes compliance easier and keeps both you and your clients confident that their information is protected.
Accept Credit Card Payments from Clients
Offer modern, convenient payment options:
- Allow clients to pay invoices by credit card
- Reduce friction and “I’ll pay later” delays
- Keep a clear record of payments linked to each client file
With MOB, your tax and accounting practice can run more smoothly—from first document request to final payment.
