ModernPM
Pricing: $450 to $650 per user/year depending on firm size Last checked: November 3, 2026 Visit website
What is ModernPM?
ModernPM is practice management software for larger CPA firms. It covers projects and workflows, smart tasks (such as milestone-triggered invoices and jurisdiction due dates), automatic rollover of recurring work, time capture by timer, calendar or voice, automated billing, WIP management, a client payments portal, dashboards and multi-entity support. It adds AI assistance that reports project status and enters time, and an MCP server built on its public API with OAuth 2.1 and scoped permissions.
Who it's for
CPA firms with 50 or more employees; ModernPM's pricing has a 50-employee minimum. ModernPM, Inc. is based in Alpharetta, Georgia, and says it built the product with seven founding firms.
Key features
- Projects, workflows and automatic rollover of recurring work
- Smart tasks, including milestone-triggered invoices, jurisdiction due dates and webhooks
- Time capture by timer, calendar or voice
- Automated billing and WIP management
- Client payments portal (card and ACH fees apply)
- Dashboards and multi-entity support
- AI assistance that reports project status and enters time
- MCP server on the public API, with OAuth 2.1 and scoped permissions
Integrations
- Microsoft Outlook
- Office 365 and Azure AD single sign-on
- Okta single sign-on
- Power BI
ModernPM also lists open APIs and webhooks.
Pricing
$450 to $650 per user/year depending on firm size; $650 for 50 to 100 employees, $600 for 101 to 250, $550 for 251 to 500, $500 for 501 to 1,000 and $450 for 1,000+. Minimum 50 employees; year 1 SaaS paid upfront; auto-renewing six-month agreements with 90 days' notice to cancel; upfront fees depend on integrations and training; about 12 weeks of onboarding (per ModernPM's pricing page) (from the vendor's public pages, last checked November 3, 2026; confirm with the vendor)
- Category
- Practice Management & Client Workflow
- Website
- www.modernpm.com
Frequently asked questions
What is ModernPM?
ModernPM is practice management software for larger CPA firms. It covers projects and workflows, smart tasks (such as milestone-triggered invoices and jurisdiction due dates), automatic rollover of recurring work, time capture by timer, calendar or voice, automated billing, WIP management, a client payments portal, dashboards and multi-entity support. It adds AI assistance that reports project status and enters time, and an MCP server built on its public API with OAuth 2.1 and scoped permissions.
Who is ModernPM for?
ModernPM is for CPA firms with 50 or more employees; ModernPM's pricing has a 50-employee minimum. ModernPM, Inc. is based in Alpharetta, Georgia, and says it built the product with seven founding firms.
What does ModernPM integrate with?
ModernPM lists integrations with Microsoft Outlook, Office 365 and Azure AD single sign-on, Okta single sign-on, Power BI, according to its website.
How much does ModernPM cost?
ModernPM pricing, per its public pages: $450 to $650 per user/year depending on firm size; $650 for 50 to 100 employees, $600 for 101 to 250, $550 for 251 to 500, $500 for 501 to 1,000 and $450 for 1,000+. Minimum 50 employees; year 1 SaaS paid upfront; auto-renewing six-month agreements with 90 days' notice to cancel; upfront fees depend on integrations and training; about 12 weeks of onboarding (per ModernPM's pricing page). Confirm current pricing with the vendor.
Sources
- https://www.modernpm.com
- https://www.modernpm.com/pricing
- https://www.modernpm.com/mcp
- https://www.modernpm.com/features
- https://www.modernpm.com/about-us
Last checked: 2026-11-03