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

Every CPA firm tracks things no off-the-shelf field covers. A specific client classification that drives your billing process. A project attribute that determines which rate tier applies. A staff credential that affects engagement assignments. These aren't edge cases — they're the data your firm actually runs on.

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

What You Can Configure

Define your own fields on clients, projects, and staff members — with full control over field type, display order, and who sees what. Permission groups keep sensitive fields private to the right roles. A field containing partner compensation data doesn't surface to staff members. A client classification that's relevant to billing doesn't need to be visible to everyone doing time entry.

Controls That Actually Hold

Those permission controls carry through to exports. If someone doesn't have permission to see a field in the UI, it doesn't appear in their CSV download either. No back-door access to sensitive data through the export function.

Custom fields also flow through the API, so integrations like NetSuite and Power BI get your complete data picture — not just the standard fields. Your custom data model works everywhere ModernPM works.

The Bottom Line

Your custom fields export. They flow through the API. They're permission-controlled end to end. They're yours — and they work like first-class data throughout the system.

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