Mango Practice Management

What Mango Practice Management is

Mango Practice Management is web-based software for accounting firms and other businesses that need to organize client work, time, billing, and payments. Its tools include time tracking, invoicing, expense management, reporting, and electronic payments. Teams can use engagement templates and a builder, eSignatures, a client portal, due-date management, workflow and task tools, and accounting-specific templates. Staff capacity planning and document management are also included.

Payment options include ACH and credit card processing, surcharging, mobile payments, and recurring payments. Mango lists integrations with QuickBooks, Outlook, Google, and tax software. Its Google Calendar integration synchronizes events in both directions; its Outlook integration syncs schedules and supports secure document sharing. Reports cover accounting, invoicing, time and expenses, payroll, performance, and users. Mango states that it is SOC 2 certified across security, availability, processing integrity, confidentiality, and privacy.

All plans include implementation with import assistance, training, setup, and 200 eSignatures. Support includes U.S.-based live phone and chat assistance, a knowledge base, and weekly trainings. A free trial is available without a credit card. The listed Mango Websites plan costs $149 a month and provides a turn-key accounting website with a client portal, no contract, and quarterly content updates.

Who it suits

Mango suits accounting firms, CPAs, consultants, and other businesses that want client engagement, time tracking, billing, payments, and workflow tools in a web product. It may also fit teams that use the listed accounting and calendar integrations and want implementation assistance included with their plan.

Limits

There is no free plan. The listed Mango Websites plan costs $149 a month and is a turn-key accounting website with a client portal, no contract, and quarterly content updates.

Getting started

1. Visit the Mango Practice Management website.
2. Start the free trial; no credit card is required.
3. Choose a plan, such as Mango Websites at $149 a month.
4. Use the included implementation for import assistance, training, and setup.

Verdict

Choose Mango if your firm needs web-based tools for client engagements, time and billing, payment processing, and accounting workflows. The free trial offers a way to try it, while the listed Mango Websites plan is $149 a month; look elsewhere if you need a free plan or a platform beyond web.