Professional Services Management

Streamline complex investment, engagement, audit, or financial projects

A module designed for Auditors, Accountants, and Financial Service providers to bring all the details of complex projects into one secure, easy-to-manage location. Leverage the power of Moebius by seamlessly integrating project data, giving you a comprehensive view of every project.

  • One place for all audit, accounting, tax and investment project details
  • Save contact lists of participants and advisors
  • Timeline of planned and completed activities with deadlines
  • Review billing, expenses and financial transactions
  • Record calendar events and synchronize with Outlook
  • Reporting and billing by project, customer or business group
  • Designated project administrator and participant
  • Store and work with project related Documents
  • Control access to sensitive projects and their documents

Boost your client service capabilities by centralizing all your project information