Muin for Firms Pro: Every Client Workspace, One Firm Account
Muin for Firms Pro gives an accounting firm 25 client workspaces, unlimited seats, close review, the Form 990 portfolio and chase automation. Built into the Muin platform, not available to buy yet.
Muin for Firms Pro is built into the Muin platform, but it is not available to buy right now. You can get one email when it opens on the Muin for Firms Pro page.
Muin for Firms Pro is an add-on for accounting firms. It includes 25 client workspaces and unlimited seats for the firm, and adds these to the advisor workspace.
Close review
Close review shows what blocks a client’s month-end close for the last complete month: uncategorized transactions, unmatched bank lines, expired payment intents and journal entries waiting for approval. Each row has Copy link for client, which opens the rows to fix in the client’s own workspace.
Form 990 portfolio and client chase
The portfolio lists every client who gave you tax access, with their Form 990 status for the fiscal year you pick and the number of open issues. Chase sends the client’s owner an inbox task and an email listing what is missing.
With Chase blocked clients automatically on, Muin checks once a day and chases each client at most once every 3, 7 or 14 days, as you choose. A client with nothing missing is never chased.
Cross-client Ask Muin
From the advisor dashboard, Ask Muin answers questions across all your clients, such as which clients need attention. It does not report cash balances.
Branded batch client reports
Batch client reports use the logo, colours and name from your firm’s Brand Center.
Price
Muin for Firms Pro is not available to buy right now. Pricing will be published when it opens. It will be billed to your firm’s own workspace.
AI credits are sold on their own.
Audit engagement is built into the Muin platform, but it is not available to buy right now either. When it opens, it is sold on its own once per client per fiscal year.