August 27, 2024
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What is Mango?

Modern practice management requires the right tools, time tracking, invoicing, scheduling, due date management, and analytics working seamlessly to help you manage your business better and increase revenue.

Mango brings all these practice management tools into one place. Our time tracking tools boost productivity and accountability with easy-to-use timers, weekly time sheets, and time card entry. With increased accountability comes increased revenue thanks to fast and simple invoicing, helping you spend less time billing and more time monitoring the progress of your business. Mango goes with you wherever you go with scheduling that seamlessly integrates with Microsoft Outlook or Google Calendar and your smartphone.

In a fast-paced environment, you can’t afford to miss due dates. Our due date tracking features assist and streamline this process, whereas email notifications remind and notify staff of appointments. The staff dashboard provides a central focus to stay on top of schedules, to understand performance at a glance, and compare this to peers on the company leaderboard. Every staff member has access to their to-do list, and can easily stay on top of what needs to get done.

You can monitor your business with dozens of reports in the report center. Easily filter and customize reports to get the information you need. View the company dashboard with graphs and charts that sync all data showing you a detailed analysis of your performance.

You will understand, as a team, what is working to further improve your business. Get paid faster by emailing invoices to clients and accepting online payments. Email invoices one at a time or in batch. Give your clients the convenience of making payments on the fly or in the client portal, and built in email notifications will thank the client for a payment and notify you that it has been made.

Mango is more than just a time and billing solution. It is a complete practice management solution.

Practice Management in the Cloud

Mango is software for accounting practice management, billing, and workflow management, in one easy to use package. Mango is built by accountants, for accountants, and is accessible in the Cloud.

Because it is available in the Cloud, Mango provides secure access to all of its features anywhere you can access the internet. Any device with a web browser, whether it runs Windows or Mac, Android or iOS, can allow your staff members to work from anywhere.

Build the best version of your accounting firm with Mango.

Mango Features

The following areas are the major features of Mango:

• Project Management
• Workflow Management
• Document Management
• Time & Billing
• Secure File Sharing
• Electronic Signature
• Client Collaboration
• Payments
• Engagement Letters
• Reporting & Analytics
• Integrations
• Customized Websites
• Capacity Planning

Project Management

You understand the importance of deadlines. In the accounting world, things must be done on time and in the right format—the organizations you deal with won’t accept anything less. But we know that not everyone can meet every single project deadline 100% of the time. Even the most reliable team member might have a personal emergency that causes them to miss work or let a due date slip. Task management software makes deadline communication simpler so other team members can pick up tasks when needed.

With Mango’s project management features, never miss a deadline. Your due dates are maintained perpetually. When you complete a task, the next due date is automatically created. You can customize your workflows with Mango’s project management tools that go beyond the basic and offer you robust features that make your work easier.

Information about the Project Management features can be found in the Overview of Project Management article.

Workflow Management

Mango’s workflow management  standardizes and optimizes business processes specific to accounting practices. Our software stands out from other workflow management tools by offering accounting-specific features like basic task tracking and an advanced workflow setup, ensuring you can efficiently manage your tasks, deadlines, and client information. It also provides in-depth reporting and analytics capabilities, helping you make informed business decisions.

It eliminates repetitive tasks, streamlines resource planning, improves project management, and enhances team collaboration. The best workflow management tools will provide business owners, project managers, and employees with solutions that make it a snap to manage projects from start to finish.

Information about the WorkFlow Management features can be found in the Overview of Project Management, Budgeting for Projects, and Clients View articles.

Document Management

Mango works seamlessly with MangoShare to deliver cloud-based document management, as well as the ability to request documents, share files, and obtain eSignatures securely by email.

Each client’s folder allows you to granularly control which team members have access at every folder level. You also have complete control over folders to share in the client portal for your clients to have access to.

Information about the Document Management feature can be found in the Document Management article, as well as the full MangoShare Help Center.

Time & Billing

Do your CPAs still rely on handwritten documents, filing cabinets, and Excel spreadsheets to handle time and billing? Mango’s robust time and billing tools can help your firm save time, invoice customers more accurately, streamline workflows, and make more profitable decisions for the future.

Instead of stressing about how your team is managing their weekly time card or manually starting invoice creation, let Mango’s powerful  time and billing software automate these accounting processes for you. With our comprehensive billing, invoicing software, and time entry tools, you can ensure your team is focused on their work, not the clock, and that you’re maximizing every hour of the limited time you have available for clients.

Information about the Time & Billing features can be found in the Overview of Time Tracking and Invoicing Overview articles.

Secure File Sharing

The traditional problem with file encryption is it’s not very user-friendly. Some clients your firm works with may not be comfortable with traditional file-sharing, let alone highly secure file-sharing. And although it sounds simple to say that you’ll help your clients understand encryption protocols and password-protected documents, this kind of approach is never as effective in the real world. Teaching technology concepts is complex and time-consuming, and your clients may not have the time or interest to dive deep into high-level technology training.

With MangoShare’s secure file-sharing and document management tools, you can keep your sensitive client information secure, compliant, usable, and accessible: from any device, at any location. And it’s simple to use. Mango’s secure file-sharing  keeps you and your clients protected, without slowing down your normal workflows, improving customer satisfaction and internal operations.

Information about the Secure File Sharing feature can be found in the MangoShare Help Center.

Electronic Signature

We are all familiar with the old-fashioned way of requesting client signatures: Print. Sign. Scan. Repeat. After all of the hard work preparing the required forms, this seemingly simple process can lead to agonizing delays.

With MangoShare, requesting client signatures is quick and simple. You can get documents signed electronically by your clients at any time and from anywhere. You just upload the document, and your electronic signature request is delivered to your client to sign instantly.

Information about the eSignature feature can be found in the MangoShare Help Center.

Client Collaboration

Mango’s secure file-sharing and electronic signature software is developed by accountants who understand how to interact with clients to create a frictionless experience and long-term project success.

This includes secure file sharing that’s fast, secure, and easy—for you and your clients. Send files, store files, and receive eSignatures with confidence, with the speed and simplicity of email. Additionally, Mango features a secure client portal that your clients will actually use. With our convenient portal, you can empower clients to make payments on their own terms (while meeting yours) and upload files without any stressful back-and-forth.

Information about the Client Collaboration features can be found in the Document Management and Using the Client Portal articles, as well as the full MangoShare Help Center.

Payments

Take the pain out of getting paid! MangoPayments allows you to get paid faster by empowering clients to make payments conveniently on the fly or in the client portal. Instantly accept invoice payments online without the hassle or hidden fees.

Information about Mango Payments can be found in the Electronic Payments article.

Engagement Letters

It’s never been easier to create legally-binding engagement letters, quickly and efficiently. Engagement letters are a pillar of professionalism, enhanced efficiency, and client satisfaction. With Mango, accountants can navigate the complex landscape of professional engagements with clarity, confidence, and commitment. Strengthen your client-accountant relationships by clarifying the scope of work and minimizing risk with Mango’s Engagement Letters.

Information about Engagement Letters can be found in the Engagement Letters article.

Reporting & Analytics

It’s important to know at a glance where your firm stands, which client accounts yield the most profits, and to be able to identify trends and key information about your business. Mango includes informational Dashboards to keep you on target to meet your goals, see how your week is shaping up, and motivate the entire organization. With the Report Center, access to robust reporting tools for you and statements for your clients are only a click away.

Information about Reporting & Analytic tools can be found in the Home Dashboard, Company Dashboard and Reports Overview articles.

Integrations

Mango works with your email, bookkeeping, and tax software. This means no more double entry, no more working back and forth with multiple tools at once, and no more hassle. Whether you utilize QuickBooks, Microsoft Outlook, Google Calendar, or tax preparation software, Mango has you covered.

Information about Integration with Mango can be found in the Third Party Integration article.

Customized Websites

Your website is often the first thing a new client sees. Mango’s turnkey accounting websites have everything your firm needs to increase brand awareness, turn visitors into clients, and deliver an exceptional client experience from the very first click. Stand out with a professional, polished website designed just for accounting firms.

Information about Customized Websites can be found in the Mango Websites article.

Capacity Planning

In the world of crunching numbers, capacity planning is the secret formula that ensures accounting firms thrive even as demand shifts throughout the year. Effective capacity planning helps accounting firms meet client needs without overloading resources, missing deadlines, annoying clients, or exhausting staff.

Mango keeps your firm efficient by creating profitable budgets, preparing your team for every season, preventing burnout, and keeping on target for your clients.

Information about Capacity Planning in Mango can be found in the Capacity Planning article.

See It in Action

Common Questions About Mango

What Mango features are available in my plan?

Mango is available in three tiers; Basic, Plus, and Pro. MangoShare is available as part of the Pro tier, or as a separate subscription. Additionally, MangoPayments and Mango Websites are available as separate subscriptions. For information about what features are available in each tier, see the Choose Your Plan page.

Can I use Mango on any device with an internet connection?

Yes! You can also use Mango with mobile access to increase productivity on the go.

We also offer an iOS app and offline functionality. Whether you need to find, sort, or share files, you’ve got the capability at your fingertips.

Learn More

The following knowledge base articles contain additional information about using Mango:

• Getting Around in Mango