The Modern Blog

Thoughts on Firm Effeciency

Insights, tools, and strategies for firm optimization.

For Accountants

Job Titles Don’t Build Software

No Chief of Whatever Comes Next. ModernPM stays lean on purpose — because people build software, not titles.

September 22, 2026

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Track the things your firm actually tracks — not what someone else decided mattered.

ModernPM's custom fields let you build the data model your firm needs, not the one that came pre-built.

Define the process once. Run it forever.

Templates let you define workflows, tasks, billing plans, rate tiers, service lines, and time tracking settings once — then spin up projects all day with everything pre-populated.

Click submit. Keep working. We'll tell you when it's done.

ModernPM's async bulk actions engine works differently. You submit the job, and you keep working.

Post hours, mark paid, move on — the payroll screen that doesn't lie to you.

ModernPM's payroll view is built around the idea that accuracy and visibility aren't optional when it comes to staff compensation.

Reimbursable, non-reimbursable, pending, posted — all of it, actually organized.

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

Manual, bulk, or imported — deposits that actually behave themselves.

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.

Mail-ready statements. Click-to-pay links. Clients actually settle their balance.

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

Keep the billing conversation where it belongs — on the invoice.

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