Bespoke Workflows

Your Firm. Your Process. Perfectly in Sync.

ModernPM turns workflows into your firm’s strategic advantage—fast, flexible, and built for the way accountants actually work.

1

Build Once. Scale Everywhere.

Create workflow templates that fit your firm’s exact processes—whether it’s a recurring CAS cycle, a complex audit, or a high-pressure tax deadline.

ModernPM project templates: an admin opens the 1065 Partnership Tax Return template, where the Sign return task is a milestone that invoices WIP when completed, then adds the FEDERAL 1065 jurisdiction to the form task so due dates are assigned automatically when the template is used.

2

Cover the bases

Bake in billing preferences, target fees, due dates, and task details so every project launches with a plan that’s ready to execute.

2

Cover the bases

Bake in billing preferences, target fees, due dates, and task details so every project launches with a plan that’s ready to execute.

3

Process That Protects Itself

Set dependencies so no step moves forward until the essentials are done. Block and unblock tasks automatically, ensuring your team follows the right sequence every time.

4

Smarter Task Management

Add comments, notes, and context that roll forward year-to-year. Assign resources, track budget hours, and capture every detail—all inside a simple, elegant task pane that works the way accountants think.

4

Smarter Task Management

Every workflow is designed to feel effortless—powerful enough for your firm’s unique needs, yet intuitive enough that your team simply knows what to do next. It’s modern practice management that works the way accountants think.

5

Intuitive & Modern

Every workflow is designed to feel effortless—powerful enough for your firm’s unique needs, yet intuitive enough that your team simply knows what to do next. It’s modern practice management that works the way accountants think.

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4

Smarter Task Management

Every workflow is designed to feel effortless—powerful enough for your firm’s unique needs, yet intuitive enough that your team simply knows what to do next. It’s modern practice management that works the way accountants think.