Plans

One Plan, All the Things.

No hidden fees, no nonsense. We promise.

Plan A
Plan B
Plan C
Firm Size:
1,000+
$350
User Pricing p/year
Firm Size:
501-1,000
$400
User Pricing p/year
Firm Size:
251-500
$450
User Pricing p/year
Firm Size:
101-250
$500
User Pricing p/year
Firm Size:
50-100
$550
User Pricing p/year
Firm Size:
Size
Price
User Pricing p/year
Firm Size:
Size
Price
User Pricing p/year
Firm Size:
Size
Price
User Pricing p/year
Firm Size:
Size
Price
User Pricing p/year
Firm Size:
Size
Price
User Pricing p/year
Firm Size:
1,000+
$350
User Pricing p/year
Firm Size:
501-1,000
$400
User Pricing p/year
Firm Size:
251-500
$450
User Pricing p/year
Firm Size:
101-250
$500
User Pricing p/year
Firm Size:
50-100
$550
User Pricing p/year

*Receiving client payments - typical credit card and ACH fees apply

What’s included

Features that work, value that shows.

Name
Benefit
Status
Billing
Advanced Work-in-Progress (WIP) Management
Monitor unfinished work in real-time to optimize profitability.
Bulk Actions
Handle multiple bills at once for faster operations.
Centralized Invoice Management
Manage all billing from one hub, reducing errors and delays.
Customizable Billing Workflows
Tailor processes to your firm's needs, ditching rigid templates.
Milestone-Triggered Billing
Invoice automatically when key project stages hit— no manual chasing.
Partner-Controlled Billing
Empower partners to oversee and approve bills with full control.
Recurring Subscription Billing
Automate ongoing client charges to steady your cash flow.
Time-Based Billing
Track and bill hours effortlessly for accurate revenue capture.
Invoices & Payments
AR Reporting
Gain clear insights into receivables to chase down delays.
Best in Class Credit Card Rates
Minimize fees on transactions to keep more in your pocket.
Custom Invoice Layouts
Design invoices that match your brand and client expectations.
Integrated Client Payments
Accept payments directly, speeding up collections.
Invoice from Multiple Entities
Bill across complex structures without switching systems.
Multi-currency - 130 Countries
Handle global clients seamlessly, no conversion hassles.
Quick Fund Settlement
Get funds faster with streamlined processing.
Time Tracking
Ability to Turn Off Time at Task Level
Pause tracking when needed, avoiding over-billing risks.
Custom Posting Hours Configuration
Define when hours post to fit your firm's rhythm.
Custom Rate Tiers
Apply variable rates by role or client for fair, flexible billing.
Outlook Integration
Sync with your calendar to capture time without double-entry.
Quick Add
Log time on the fly, even from mobile.
Quick Timer
Start/stop tracking instantly for precise billable hours.
Task Level Tracking
Tie hours to specific tasks for granular insights.
Task or Project Level Budget
Set and monitor budgets to stay on track and profitable.
Workflow
Bulk Extension Workflows
Extend multiple deadlines at once during crunch time.
Custom Jurisdiction List
Adapt to regional rules without custom coding.
Intelligent Block/Un-blocking
Auto-pause/resume tasks based on dependencies.
Project Activity Log
Audit changes for accountability and troubleshooting.
Project Rollover
Carry over unfinished work to new periods effortlessly.
Project Templates
Reuse proven setups to launch projects faster.
Project to Project Linkage (Audit->Tax)
Connect related projects for smoother handoffs.
Recurring Projects (e.g., Monthly CAS)
Set it and forget it for ongoing client work. (Weekly, Monthly, Quarterly, or Yearly)
Tax Form Due Date Tracking
Never miss a deadline with automated reminders.
Webhook Task Types
Integrate with other tools for automated triggers.
Tasks Management
Activity Log
Track task history to resolve disputes or improve processes.
Customized Due Dates
Set flexible deadlines per task or client.
Sub-tasks
Break down big jobs into manageable pieces.
Reports & Insights
Custom Tags
Label and filter for personalized reporting.
Direct Database Access for PowerBI
Pull data into your favorite tools for custom analytics.
Over Budget or Behind Alerts
Get notified early to course-correct projects.
Task Dashboard with Auto-Prioritization
See what's urgent at a glance, powered by smart sorting.
Client Management
Client Groups
Organize clients by type for targeted communications.
Dynamic Client Fields
Add custom data fields to capture what matters most.
Entity Management (for PE or firms with multiple companies)
Multi-National Entities
Support global operations with ease.
Unlimited Bank Accounts
Track finances across all accounts in one place.
Unlimited Entities for Complex Business Formations
Handle intricate structures without limits.
Team Management
Azure AD Integration
Secure logins via your existing setup.
Bulk Team Management
Onboard or update teams in batches.
Bulk Upload and Management
Import employee data quickly.
HCM Integration
Sync with HR systems for seamless data flow.
Expense Management
Expense Upload and Allocation
Submit and assign costs without hassle.
Integrate with Your Chosen Tool
Connect to preferred apps for unified tracking.
API & Integrations
Featured Integrations
Plug into top tools—see our list for details.
Open APIs
Build custom connections for unique needs.
Unlimited API Calls
Scale integrations without throttling worries.
Support & Training
Best in Class Support Software and Ticketing
Resolve issues fast with pro-grade tools.
Customized Firm Training
Tailored sessions to maximize adoption.
Dedicated Support Contact
Personal help from experts who know your firm.
Email Support
Get answers without phone tag.
On-Site Training
Hands-on help where you need it (optional).
Online Knowledge Base
Self-serve resources for quick fixes.
Quarterly Strategic Session
Ongoing advice to evolve with your business.
Admin & Security
Alternate Practice Structure Capable
Adapt to unique firm setups.
Custom Permissions
Control access precisely to protect sensitive data.
Office 365 SSO
Easy, secure logins via Microsoft.
Okta SSO
Integrate with enterprise identity tools.
Parent-Child (for PE Firms or Multi-Entity)
Manage hierarchies for complex organizations.
SOC 2
Meet compliance standards out of the box.

Pricing FAQs

Whether you're curious about pricing details or need clarity on how it all works, we've compiled the most common questions to make your decision easier. If you don’t see your question here, feel free to reach out—we’re here to help!

When are you accepting new firms?

Non-founding firms can begin migrating to ModernPM starting August 1, 2025.

What is the smallest firm you will work with?

While we would love to serve every firm, ModernPM is specifically designed for larger firms with complex operational needs. At this time, the minimum firm size we work with is 50 employees.

What does the onboarding process look like?

Our ideal onboarding timeline is 12 weeks, but we understand that real-world factors may require flexibility. We emphasize extensive testing before the official “go-live” to ensure a smooth transition and confidence in the system.

Do you offer on-site training?

Yes, we offer on-site training tailored to your firm’s specific needs. However, we strongly recommend leveraging remote and on-demand training to accommodate multiple offices, time zones, and remote employees.

Do you charge upfront fees?

Upfront fees depend on the complexity of integrations and training preferences. We believe in keeping fees modest while ensuring flexibility to accommodate various operational needs. While we do not support custom software modifications (as they impact scalability and supportability), our system is highly configurable to suit different firm processes.

What security measures do you use?

Security is a top priority. We follow industry best practices, including:

  • Multi-Factor Authentication (MFA) and Single Sign-On (SSO) via Office 365 or Google
  • Hardened infrastructure and application security
  • Compliance with best-practice security standards
  • Open conversation for firms seeking additional security details (as we do not publicly share system configurations)
What are your contract terms and lengths?

We believe in clear agreements that provide mutual assurances without unnecessary long-term commitments. Our contracts are auto-renewing six-month agreements with a 90-day termination notice.

  • Year 1 SaaS fees are paid upfront.
  • From Year 2 onward, firms pay in six-month increments.
  • Every six months, we reconcile user counts and fees, but we do not charge for modest user growth within that timeframe.
Will I have access to my data?

ModernPM provides open APIs and data pipeline access, allowing firms to automate processes and generate custom reports as needed.

Still have a questions?

Reach out to us anytime—we’re here to help clear up any doubts and get you the answers you need.

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Private Equity

Looking to bring your portfolio onboard? We have the right plan, structure, and methodology that can help you navigate this next chapter. Contact us for more info.

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