Knowledge Base

General Practice Management

General

Start here for an overview of using Mango’s features.

set

Settings & Users

Migrate your data. Choose settings for your Firm, Users, Invoices and more.
Clients-Customers

Clients & Engagements

Manage your Clients, Contacts, and Engagements quickly and easily.

Time & Billing

Time & Expense

Learn how to manage Time and Expenses.

Billing & Invoicing

Billing & Invoicing

See how to generate Invoices that work for your firm.

Accounting (Firm)

Accounting & Payments

Learn about our Payment, Banking, and Accounting features.

Accounting (Firm)

Reporting & Analytics

Get instructions and helpful tips for using dashbaords and reports.

client portal

Project & Workflow Management

See how Projects can make it easy to assign and manage work for all users.

MangoShare

Learn about document management, our client portal, e-signatures and sending and requesting files.