Project & Worflow Management
Your work, organized the way YOUR Accounting Firms actually work
Stop wrestling with laggard tools that don't understand your world or is too rigid to care.
Kick off a project with a Template
ModernPM's project templates capture your firm’s best process for every service line: 1040 season, business returns, audits, advisory, and more. Build it once, and every new project starts with the right tasks, sequence, and people in place. No blank screens. No guesswork. Nothing falls through the cracks.
Customize by service line or client type, and update as processes evolve. Institutional knowledge lives in your workflow.
More than just Tasks
Most project tools give you a checklist. ModernPM gives you a complete picture of how work moves through your firm.
Tasks carry context: who owns them, what's blocked, and what's next. Managers spot bottlenecks before they become problems. Every task ties to a client, a project, and a budget — so logged time flows directly into billing without a second pass of data entry.
This is how firms stop losing time to administrative overhead and start billing the hours they're actually working.
More than just Tasks
Most project tools give you a checklist. ModernPM gives you a complete picture of how work moves through your firm.
Tasks carry context: who owns them, what's blocked, and what's next. Managers spot bottlenecks before they become problems. Every task ties to a client, a project, and a budget — so logged time flows directly into billing without a second pass of data entry.
This is how firms stop losing time to administrative overhead and start billing the hours they're actually working.
Manage Tax Due Dates
Statutory deadlines are built in and tied to the right return types. Extensions update due dates in real time. Filters surface every return due in the next 30 days, every extension filed this week, or every outstanding state obligation — instantly, without running a report.
Your team always knows what's due. Your clients don't miss deadlines. And you're not chasing status updates across a dozen spreadsheets.
Projects that Roll Intelligently
Recurring work drives CPA firm revenue: audits, monthly write-ups, quarterly reviews. They return every year — and so does the setup if your system isn’t automated.
ModernPM rolls projects forward. When one period closes, the next opens with tasks, assignees, due dates, and budgets in place. Prior-year data stays accessible without cluttering current work.
Less setup. More time for real work.
Projects that Roll Intelligently
Progress isn’t binary. A project isn’t just “open” or “done” — it moves through stages, and billing should reflect that reality.
ModernPM milestones define checkpoints tied to WIP. As phases are completed, WIP tracks to the right milestone. Managers see status at a glance, and billing knows when a phase is ready to invoice — no need to wait for close.
Get paid faster, with clients always informed.
Milestones that WIP
Progress isn’t binary. A project isn’t just “open” or “done” — it moves through stages, and billing should reflect that reality.
ModernPM milestones define checkpoints tied to WIP. As phases are completed, WIP tracks to the right milestone. Managers see status at a glance, and billing knows when a phase is ready to invoice — no need to wait for close.
Get paid faster, with clients always informed.
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