November 14, 2024

 

MangoShare allows you to synchronize clients, contacts, staff members, and engagement types with Mango Practice, making it easy for accountants who need to use both systems.

If you are interested in integrating MangoShare with Mango Practice Management, please contact Customer Support for assistance.

Note: MangoShare is included in the Pro tier of Mango Practice, or available separately. Additional information about integrating with Mango Practice and synchronizing clients can be found in the Mango Document Management article.

Accessing Integrations

You can access Integrations via Firm Settings.

1. Click Firm Settings.
2. Click the Integrations tab.
   

Note: Do not edit the MangoShare API Key, as it may prevent synchronization from occurring. Contact Mango Customer Support for assistance.

See It in Action

Learn More

The following knowledge base article contains additional information relating to Integration:

• Document Management