Mango Practice Management

Mango Practice Management is a practice management solution designed specifically for accountants. According to the vendor, this software caters to a range of accounting firms, including small to large firms, CPA firms, bookkeeping services, tax preparation services, and financial consulting firms. With its wide range of features and integration capabilities, Mango Practice Management aims to streamline daily operations and enhance productivity for professionals in the accounting industry.

Key Features

Time & Billing: According to the vendor, the software allows users to easily track time spent working for clients, generate invoices quickly, send invoices effortlessly, and improve payment processing.

Project Management: The vendor claims that the software offers efficient management of due dates through streamlined workflows, task management for projects, access to accounting-specific templates, and simplified client onboarding.

File Sharing & eSignature: The vendor states that the software provides next-generation secure file sharing, the ability to request and receive signatures via email, elimination of clunky portals, and simplified document management.

Mango Software Integration Partners: The vendor claims that the software seamlessly integrates with email, bookkeeping, and tax software, streamlining workflows and eliminating the need for double entry.

Scheduled Recurring Payments: According to the vendor, the software allows users to set up automated invoicing with scheduled recurring payments, ensuring timely payments from clients.

To-Do Items with Due Dates: The vendor states that the software includes a feature for managing to-do items with specific due dates, helping users stay organized and manage tasks efficiently.

Assign a Contact to Multiple Clients in Batch: According to the vendor, the software offers a time-saving feature that allows users to assign a contact to multiple clients at once, streamlining the client management process.

Secure File Sharing for Accounting Professionals: The vendor claims that MangoShare, a secure file-sharing solution, enables accounting professionals to send and receive documents securely via email without the need for PDFs.

Accounting Client Reporting Software: According to the vendor, the software provides reporting and analytics capabilities, allowing users to gain insights into client accounts and profitability, identify trends and key information easily, and allocate firm resources effectively.

Document Management Software for Accounting Professionals: The vendor states that the software offers a cloud-based document management system, providing a centralized location for important business documents, making it easy for firms to manage and convenient for clients to access.