One client, multiple entities — billing that knows the difference.

Most of your best clients aren't one client. They're a family. Or a business owner with three LLCs. Or a corporate structure with multiple related entities that all flow back to the same relationship.

ModernPM's client group functionality ties related clients together and makes that relationship visible throughout billing — so you can manage a relationship as a whole, not just as disconnected records.

How Client Groups Work

The client group column surfaces on billing screens so you can see which invoices belong to the same household or corporate structure at a glance. Statements split automatically by entity — the right invoice goes to the right entity without manual separation.

Payments can be transferred between client accounts within a group when a check lands on the wrong entity. No manual adjustments, no AR corrections after the fact. The system handles the transfer cleanly.

Across the Whole System

Filter and search by client group across billing, WIP, and receivables. See the full picture of a relationship in one view — total outstanding, total WIP, all active projects across every entity in the group.

That's billing that understands how CPA clients actually work.

The Bottom Line

Client groups across billing, WIP, receivables, and projects. Statements split by entity. Payments transfer between accounts. The full relationship, managed as a whole.

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