Thoughts on Firm Effeciency

ModernPM handles all expense types — reimbursable and non-reimbursable — with a workflow that's actually designed for how CPA firms operate.

ModernPM's deposits module handles the full range — manual entry, bulk CSV import, and everything in between — without the data surprises that make deposit posting a thing people dread.

Clients with outstanding balances need two things: a clear statement showing what they owe, and a simple way to pay it.

ModernPM puts threaded comments directly on every invoice. The conversation stays attached to the record.

ModernPM sends automated, firm-branded email reminders when an invoice goes overdue. No manual follow-up required. No uncomfortable calls.

ModernPM is simple: every screen has an export button. You filtered it, you get it.

ModernPM's custom columns fix that without requiring an IT ticket or a support call.

ModernPM embeds payments directly into the billing workflow. No third-party portal. No manual reconciliation. No gap between when a client pays and when your AR reflects it.

ModernPM is built around the idea that billing should be fast, accurate, and out the door before it becomes a project.

WIP in ModernPM isn't a report you run at month-end — it's a live working view of every dollar your firm has earned but not yet billed. The WIP Management screen shows a running history of WIP by project and by client, with filters and search so you can cut the data any way you need it.

Too many vendors lock down APIs and charge firms to access the data they create. That slows innovation and keeps firms trapped. ModernPM takes a different approach. Your data stays yours—no paid APIs, no gated integrations. Just the freedom to connect tools, automate work, and build smarter workflows.

What looks like innovation may just be Oracle or Dynamics in disguise.