Security & Permissions

Security as a Feature, Not an Afterthought

ModernPM builds security into every click. From Single Sign-On (SSO) and Multi-Factor Authentication (MFA) to granular permissions for global teams, you decide who sees what — and nothing more. We don’t just follow best practices; we raise the bar for how accounting firms protect their data.

1

Enterprise-Grade Access Control

Manage permissions down to the project or task level. Whether protecting client-sensitive data from offshore teams or limiting visibility to assigned work, you’re always in control.

2

SSO & MFA — Your Way-Grade Access Control

Enable SSO and MFA with your existing identity provider, including Office 365, Okta, or Google. Keep logins secure and your IT team happy.

2

SSO & MFA — Your Way-Grade Access Control

Enable SSO and MFA with your existing identity provider, including Office 365, Okta, or Google. Keep logins secure and your IT team happy.

3

Security by Design

Built on AWS with encryption at rest and in transit. Each firm has its own unique database for maximum isolation and protection. Developed in Ruby on Rails, a secure and proven framework trusted by enterprises worldwide.

4

Beyond Compliance

SOC 2–aligned processes and proactive security measures mean we don’t just meet industry standards — we exceed them, ensuring your firm’s trust and your clients’ confidence.

4

Beyond Compliance

5