Name: Mango Practice Management
Price: 35 USD
Author: ProfitSolv

Communications Outsourcing

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Java Technologies

Kubernetes Monitoring

Service Mesh

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Smart Spaces

VoIP

Enterprise

Accounting

Corporate Performance Management (CPM)

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Bot Mitigation

Cloud Brokers

Cloud Storage

Data Masking

Desktop Management

Ethernet Switches

Fraud Detection

HTML Editors

IT Asset Management

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Object Storage

Routers

SIP Trunking

Technology Business Management

Threat Hunting

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Content Management

Email Management

Email Marketing

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

PCB Design

Public Sector Software

Retail Analytics

Scholarship Management

Vertical-Specific

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### Time Tracking Features
Reviewers have mixed opinions about Mango Practice Management's time tracking features capabilities. While some users find the time tracking and task management features to be intuitive and easy to use, others express concerns about issues with the timer clocks, system lag, and delays in responses from the development team. The platform's time keeping and budgeting functionalities are praised for their convenience and efficiency, but there are reported instances of data not populating correctly and challenges with the QBO sync. Despite these drawbacks, users appreciate the multiple fee billing options and the platform's overall user-friendly setup.

### Billing and Invoicing
Users have expressed a range of opinions regarding Mango Practice Management's billing and invoicing capabilities. While some users appreciate the ease of invoicing and receiving payments, others have highlighted recurring issues with invoice formatting, client balances, and lack of customization options. Additionally, concerns have been raised about the software's support responsiveness and the challenges faced during the implementation process. Despite some positive feedback on the platform's structure and user-friendliness, there seems to be a consensus that improvements are needed in certain aspects of billing and invoicing functionalities to enhance user experience and efficiency.

### Reporting and Analytics
User sentiment regarding Mango Practice Management's reporting and analytics capabilities is mixed. While some users appreciate the structure and user-friendly setup of the product, others express frustration with the slow response times from tech support, limited customization and filtering options, and the lack of availability of certain critical reports. Issues such as delayed bug fixes, inconsistent performance, and difficulties in generating specific reports have been highlighted as areas needing improvement. Despite some positive aspects like easy integration and time tracking features, the overall consensus suggests room for enhancement in the reporting and analytics functionalities of Mango Practice Management.

### Tax Management
Users have expressed a range of opinions regarding Mango Practice Management's tax management capabilities. While some users appreciate the ease of use and integration with email for client convenience, others have encountered challenges with features like the portal/practice exchange and task management. Issues such as unexpected updates affecting functionality, lack of customization options for templates, and delays in fulfilling promised features have been highlighted. Despite some positive feedback on aspects like secure file storage and encryption, concerns about usability, functionality, and responsiveness to user needs remain prevalent in user reviews.

### Client Management
Users have varied opinions about Mango Practice Management's client management capabilities. While some users praise the secure client portal and streamlined document gathering process, others express frustration with the lack of immediate support and issues with data migration from other platforms. The software's ability to centralize client information and streamline communication is appreciated by some, but others highlight concerns about system lag, inaccuracies in billing, and difficulties in accessing client settings efficiently. Despite some positive feedback on features like electronic invoicing and secure file sharing, there are consistent mentions of challenges with support responsiveness and system performance, indicating a mixed sentiment towards Mango Practice Management's client management functionalities.

### Project Management
Users have expressed mixed feelings about Mango Practice Management's project management features. While some appreciate the ease of creating invoices and the Batch Billing Process, others have encountered issues such as system lag, incomplete project population, and delays in response from the development team. The inconsistency in project updates and the challenges with the QBO sync have been highlighted as areas needing improvement. Despite some positive aspects, there is a clear call for enhancements to streamline project management processes within the platform.

### Document and File Security
Reviewers have expressed mixed opinions about the document and file security capabilities of Mango Practice Management. While some users have praised the secure client portal for streamlined document gathering and the ease of secure uploads, others have highlighted issues with document management being buggy and not well integrated. The encryption service for sending files securely online has been commended for enhancing security and compliance, but concerns have been raised about the lack of support and delays in resolving issues related to document migration. Despite some positive feedback on the end-to-end encryption feature for securely sharing tax return copies, there are lingering doubts about the overall effectiveness of Mango Practice Management's document and file security functionalities.

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.

Users of Mango Practice Management have found the software to be a valuable tool for streamlining their billing and time entry processes. By simplifying practice organization, billing, and communication with clients, Mango improves efficiency and accuracy. This has been particularly beneficial for consulting and software companies, as it reduces the need for workarounds and provides a comprehensive solution for managing their business online. With features such as consolidated timekeeping, portal, and due date tracking software, users appreciate the convenience of having everything in one platform.

Furthermore, Mango Practice Management has had a positive impact on timekeeping habits, write-ups and write-downs control, and invoicing for small firms. The software not only ensures compliance with IRS security requirements for electronic document exchange and e-signatures but also facilitates secure file exchange with clients. This reduces reliance on email communication and decreases instances of information being resent. Users have praised the platform's integration capabilities which streamline multiple entries and offer a fully integrated solution.

Perhaps one of the most significant advantages is the integration of Mango Practice Management with mobile devices. This has greatly improved billing and accounts receivable processes, resulting in increased profitability due to reduced invoicing inaccuracies. Team collaboration has also been enhanced thanks to seamless integration, allowing for better coordination among team members. Overall, Mango Practice Management addresses key pain points for businesses by providing an intuitive platform that simplifies management tasks and improves overall efficiency.

Mango Practice Management (formerly ImagineTime), now from ProfitSolv, includes time and billing software for firms with add-on modules for due date tracking, document management, calendar and client relationship management, and integration with QuickBooks and tax software. Its focus is on the small business marketplace and customers can pick which mix of modules is appropriate for their firm.

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Applications to track employee, contractor and consultant time spent on jobs and tasks.

Time Tracking

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Mango Practice Management

Overview

What is Mango Practice Management?