ModernPM is a purpose-built platform for managing and scaling accounting firms.
Meet the tool for modern practice management. Streamline workflows, client engagements, and firm operations—so you can focus on what matters.
Founding firms
Simplify Your Workflows
Take your processes to the next level. Managing projects, tasks, and deadlines just got way better!
ModernPM organizes everything you need to run your firm in one intuitive platform—no stress, just results.
Effortless Time Management
Make time tracking painless with multiple logging options, intuitive interfaces, and truly minimal friction, letting your team focus on delivering value.
Flexible Billing & Invoicing
Create subscription-based, milestone, or traditional invoices with automated drafting and centralized billing workflows, ensuring on-time payments, simpler collections, and improved cash flow.
AI Assistance & Insights
Get the status of any project in seconds or let the system enter time for you. Our AI-driven assistant handles these everyday tasks so you can focus on what matters most: delivering value to your clients.
Other bespoke firm features to help
bring order to chaos.
Insight Dashboard
See all, know all. Our dashboard gives you the omnipotence you've always deserved.
Open APIs
Easily integrate tools with APIs that give you full control of your digital ecosystem.
Client Management
Handle clients like a pro—or at least look like one.
Customer Payments
Send invoices, accept payments, and automate reminders to simplify collections.
