Partner Portal
Partner with Moss
The Moss Partner Portal gives accounting firms one place to manage spend for all their clients—across all spend types, access levels, and referrals. Designed to reduce admin and improve service delivery, it helps firms scale smarter, with cleaner data and clearer visibility.
Here’s what you can do in the Partner Portal:
- Manage advisor access per client and switch between accounts instantly
- Track client activity and log in with role-based permissions
- Refer new clients and monitor progress in one shared view
Become a Moss Partner and get free access to the portal.