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Mango Practice Management Logo

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Practice Management solution built for accountants

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Mango Practice Management Features

Features Summary

Functionality

3.7

/5

54

Total features

149

15 categories

Mango Practice Management features

ACH Payment Processing
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications

Common features of Accounting Practice Management software

API
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Appointment Management
Approval Process Control
Approval Workflow

Price starts from

35

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.7

/5

54

Price starts from

35

/user

Per month

Total Features

149

Unique features

  • Real-Time Reporting

  • Data Security

  • Expense Claims

  • Content Management

Functionality

4.4

/5

20.2K

Price starts from

1922

Per year

Total Features

201

Features in Common

57

Unique features

  • Offline Access

  • Warehouse Management

  • Commission Management

  • Multi-Company

Functionality

4.7

/5

3K

Price starts from

50

/user

Per month

Total Features

65

Features in Common

57

Unique features

  • Bank Reconciliation

  • Payroll Management

  • Tax Management

  • Compliance Management

Common Mango Practice Management comparisons

Mango Practice Management logo
Firm360 logo
Mango Practice ManagementvsFirm360
Mango Practice Management logo
BigTime logo
Mango Practice ManagementvsBigTime
Mango Practice Management logo
Canopy logo
Mango Practice ManagementvsCanopy
Mango Practice Management logo
BQE CORE Suite logo
Mango Practice ManagementvsBQE CORE Suite
Mango Practice Management logo
SuiteDash logo
Mango Practice ManagementvsSuiteDash

Reviewers who mentioned features said:

PL
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Paul L.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Accounting Firm Review

Reviewed a year ago

Your team is great to work with and assists quickly in fixing any problems and also in helping us role out new signature pages each year.

Pros

Our firm enjoys the integration with Outlook in that we can send docs, receive docs and capture signatures all within Outlook.

Cons

We dont use the data management as much due to already having one, we did try to explore this and decided against using as we enjoy the search ability of Doc.it in that realm.

Vendor response

Thanks for your feedback, Paul! We appreciate your support and business. Please feel free to reach out to support if you have questions about specific features or feedback on what you'd like to see added/updated, specifically around our DMS. Mango is built for accountants, by accountants. That means your insight and feedback are critical for continued innovation!

NW
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Nani W.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Never Ever Use This Product

Reviewed 2 years ago

LAME. ACH payments never worked fully. Invoicing never worked fully. Customer service never resolved our issues. AND BEST OF ALL. No money back guarantee. You get what you get, and that's all. So, if you want to blow a couple thousand dollars on a product that won't work, go for it! This is the choice for you.

Pros

The thing that bums me out, is I did love this product. IF IT WORKED! But it never ever fully worked. Whether the invoices weren't actually being sent to our clients. To the QuickBooks sync agent never working 100%. To the ACH payments constantly being down and having to hear about from our clients. We left mango after 5 months and literally to this day they haven't resolved our issues or reached out once, and they literally don't even know we aren't using it.

Cons

Good luck getting someone in real time to help you. You can email, attempt calls, leave messages... they're going to say their working on it but then never tell you what the problem is and why it's taking so long. They're in a different time zone, and they use that fact to their advantage.

DR
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Dan R.

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Mango Practice Management Allows Me to Focus on Clients and Engagements

Reviewed a year ago
Pros

Ease of use and data entry (T & E); customer support; options to invoice; options for me to bill at different rates

Cons

Nothing from my practice perspective! It has everything I need for my forensic accounting practice.

Vendor response

Thank you for the kind words, Dan!

PS
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Patty S.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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One month in, and still not able to get Clients moved over, nor Items from QB

Reviewed 2 years ago

I don't have much experience, because Mango Support has been busy it seems. After my one Appt with [SENSITIVE CONTENT] (who is actually very nice) I was never able to book another one; I chatted trying to get one, but the Chat person said [SENSITIVE CONTENT] was busy and Booked up. Hmm. So here I sit, wondering why in the World [SENSITIVE CONTENT] recommends Mango? He probably had a way better experience with it? It is a shame, as the Program has a good feel to it, but Support so far has been abysmal.

Pros

The Program looks lovely, great feel to it, although I've yet to be able to use it.

Cons

No Support. I called to ask when Support was going to help me move things over, early on, after signing up and paying for the 1st Month; the response was [SENSITIVE CONTENT] was coming back after a long Vacation, or something like that, which surprised me. [SENSITIVE CONTENT] had an appt with me to move things from QB, but there was an issue, and nothing moved over. I had to cancel the 2nd appt due...

AW
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Athena W.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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It's an okay product, but I think it came out half-baked

Reviewed a year ago

I think it is great for billing - invoicing and receiving payments is a breeze. Time entry is also easy to use and very helpful in our billing process. However, I think I encounter at least 1 or 2 issues every week. There is always some issue that needs fixing or something that could be made more efficient on the user interface. We also tried the project management add-on and we found it lacking so we discontinued that when we renewed this year.Overall, I would be fine switching to another software. It's not the cheapest and we deal with too many hurdles to justify the price as a small business. I wish they would have done more user testing before coming out with the software.

Pros

It's very user friendly and pretty intuitive to use. The billing functionality is great and it has streamlined our process in many regards.

Cons

First of all, the implementation when we first got it was incredibly rocky and slow. I think it took us a month or two, which is crazy. The person who was helping us implement it was clearly overwhelmed and was not great at communicating. Overall, the site goes down occasionally or just loads and loads (I expect this every now and then since it's an online software, but it happens more than I'd like)....

SW
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Sue W.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Imagine Time improvements

Reviewed 3 years ago

Overall the experience is good. I like having 3 different programs I need all rolled in to one. Prior, I had time keeping, portal and due date tracking software. Now all 3 of those are in one software.

Pros

Being able to email docs to a client that is encrypted.

Cons

I believe the software is new and a there are a few kinks to work out yet. Support is very eager to get it right though. We have to pay for a seat for every person who has time, vs old Imagine Time where the receptionist would enter all time for all employees. I don't like to have to log in to imagineshare to get to portal. It seems like this should be in the single log in for mango billing.

Vendor response

Thank you, Sue!

MF
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Melissa F.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Satisfied

Reviewed 10 months ago
Pros

Mango is user friendly and easy to navigate.

Cons

There are still some minor items that need to be tweaked for us to run smoothly like we were with Imagine Time. Such as report options/filters, invoice formatting and I miss being able to have multiple tabs open to look at different items at once.

CP
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Cherie P.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Think twice about moving to Mango Billing

Reviewed a year ago

Implementation was fine, as we imported our own data using Mango's templates. There were minor fixes that tech support needed to correct and those were done mostly on time.

Pros

The reporting ability of Mango during the demo was the feature that compelled us to move to Mango. As well as, the ability to track staff loaded costs in certain reports. Unfortunately, all reports that were demo'd are not available in the working version.

Cons

Current support for Mango Billing is horrible. It took support 4 months to get back to us about an import error that we experienced at the beginning of tax season. We did not hear back until after April 15th. By then, our staff hand entered our tech charges, so we could bill.Certain support folks are not knowledgeable and provide the incorrect procedures.

Vendor response

Cherie, We apologize for your experience with our support team. We have made major changes to our team to offer the most helpful and knowledgeable support that the industry has to offer. We've made a large investment in our engineering and product teams to bring more features that help you run your practice efficiently and effectively. If you haven't recently, we would suggest you reach out to our customer success team to show you the features you're looking for and answer any additional questions you may have. We are here to serve you and appreciate your feedback.

CM
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Cheryl M.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Mango for the Win!

Reviewed 2 years ago

This product has made the administrative part of "work" feel more "fun", the features of the product are outstanding, and the entire system continues to be improved upon constantly, and the developers do listen to suggestions from real users to enhance the features. Our experience has been extremely positive, and we absolutely made the right choice for our small (4-person) firm.

Pros

Conversion was a breeze, as the Mango team handled that for us. We have been extremely happy with the integrated payment system, which is truly greatly improved our collections. The file sharing/portal/digital signing features were also the main attractions when choosing this software, and after the learning curve, have met or exceeded our expectations. If you don't have a digital signature option...

Cons

Honestly, missing features are small, maybe tweaking a report filter here or making the deposits export to a file that we can import to our books (QuickBooks). Occasionally the system does seem to "glitch", and fail to perform a command, but it seems to be improving as the developers continue to improve the product. Sometimes when I mark projects as completed, somewhere in the back end, the system has not updated, so we'll get "past due" emails on completed projects - which I need to contact tech support about.

AG
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AmandaBeret G.

Accounting, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Good Software, still needs vast improvement- 3*** at best

Reviewed 3 years ago

When I was pricing out software and testing software pre Covid Pandemic, it was difficult to get a "Portal" style software that had ease of use for our staff as well as for our clients. It was between Imagine time and another software at the time of purchase and I went with Imagine time, however I wish at this point I had gone with the other software. Clients had big big issues with Imagine time,...

Pros

I feel at this point the only pro of this is the ability that it was easy to set up, customer service was beyond, however the cons outway the pros 10 fold.

Cons

There are so many cons in this software. Ease of use, storage, Client management, signature functions not supporting the size of the file, task lists, (looks like this is now showing) being able to support many different file types, should be able to work on the files within the software ie Excel, Word, or PDF integration. My biggest complaint is the communication functions and the ease of use for the clients.

Vendor response

Hi AmandaBeret, I am very upset to see you are unhappy with our file sharing and esign features. I see we spoke in early January, and it seems your issues at that time had been resolved. Is there anything we can do to make this a five-star review? Please feel free to reach out to one of our team directly. I will also reach out to you personally via email.

MG
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MICHAEL G.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Finally back with Imaginetime

Reviewed 4 years ago

I would encourage anyone to use and/or switch to this product. I used it many years ago and switched to a different company. That company sold out to a big corporate new owner and went to pieces, so I decided to try Imaginetime again and found that it had fully upgraded itself to doing all of the tasks I needed. And it was so nice to come back to the same friendly voices I got to know originally. Also, the pricing is very reasonable, support is easy to reach (and very knowledgeable), and the product itself works like it is supposed to! Again, there is a front end learning curve but that is common in this arena and well worth doing.

Pros

We appreciate how it flows and accomplishes so much with ease. There is definitely a learning curve, but that is common with any seriously good software. The tech support is marvelous and really helpful.

Cons

My errors! It would be nice if there were some pop-up boxes to warn you when, for example, I prepare a billing but forget to release any time!

KH
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Kathleen H.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Product has gone downhill in past 6 months

Reviewed a year ago

I was a fan of this product until about 6 months ago. For some reason in the last 6 months something has changed. Reports all of a sudden have incorrect data and it takes them weeks to fix. Nonbillable time shows up on the billing reports and I'm told I just have to live with it. Clients upload documents and they show up in the wrong folders. The online help feature leads you to a bunch of recorded hourlong sessions they did they did a year or two ago - so you have to try to figure out which 15 seconds in that video gives you the answer you need. Reports can be downloaded to Excel, but not in a table format as you would expect so that feature is completely useless. Timers lose track of start time if the software inadvertently is closed. Almost all of these things are recent issues.

Pros

Project workflows and management is the only area that appears not to have any bugs and works well.

Cons

Customer support is terrible. They can only be reached via chat and they take hours to respond. They do not follow up on anything - you have to constantly ask them what the status is. Simple problems - like incorrect totals on a billing report - take weeks to fix.

DB
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Debbie B.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Very disappointed

Reviewed a year ago

Support in the beginning was quick and helpful, but as time has passed the response is not timely and reporting issues are always answered with "that has been sent to the appropriate department"...with no one ever following with us - WE have to contact support to get status update. We sent reports we used from ImagineTime to the tech support in October 2022 and we STILL DO NOT HAVE a status of when these particular reports will be available. These reports are commonly used by CPAs and attorneys, so why are they not available in Mango? (even though we were promised they would be?). Has no one else complained about this?

Pros

Ability to access program Online - WHEN Mango IS WORKING!

Cons

We were told as of 12/31/2022 ImagineTime would no longer be supported, and therefore we HAD to switch to Mango. We were also told Mango would be just as easy to use and ALL the reports would be the same. NONE OF THE REPORTS WE USE ARE AVAILABLE (except the payment report and WIP). Customization/filtering reports is limited, and often incorrect. Tech support/response has become slower (we waited 2 days to be able to print an invoice because the system was down). We were told at the time of the switch that Quickbooks would be integrated, but to date we have heard nothing further as to that status. Product is more expensive than ImagineTime, with less flexibility and reporting options. It is NOT user friendly.

CB
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Chris B.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Always Problems and lack of customer support

Reviewed a year ago

Very frustrating

Pros

I was promised so much more by [sensitive content hidden] but not all the features have not even been developed. If the programs worked properly it would be a great program but with all the issues Mango is having it is a serious concern.

Cons

Customer Support - no follow through once so ever. I have been promised countless time of someone will let me know in a few days what the "development team" says. Never happens. So frustrating!

Vendor response

Chris, We are sorry you haven't had an optimal experience. We have made huge investments in our support and engineering teams to improve the software and service. Please reach out to us directly with challenges you are facing and we will partner with you to address them in a timely manner. Our mission is to make your life as an accountant easier. If there's is an opportunity to do so, we will not hesitate to take action! Thanks again for your support and feedback, Chris!

BR
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Brenda R.

Accounting, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Happy we made the move to ImagineTime!!!

Reviewed 3 years ago

Overall, I feel this has been a great product for us. It is awesome to be able to get files quickly and securely from my clients without using email. As well as sending them files quickly and securely - this has reduced the number of times clients have called me to resend the same information.

Pros

ImagineTime is very user friendly and easy to get around in. I like that they are consistently making improvements to the software, especially adding the name of the client to the subject line when you get notifications of views/downloands and changing to the ability to create a custom template for signatures on the fly right from email (this is a gamechanger for me and makes it A LOT easier to use)!

Cons

I would like to be able to search for clients and get to their client settings (right now, we can only get to the client workspace from the search function) because this is very cumbersome to have to flip page by page to find the client. It would be helpful if we could run a report of any clients that are unassigned (no assigned staff), or a list by Assigned Staff so we can make updates as needed, etc.

Vendor response

Brenda, thank you for the kind words and great feedback about settings in search. I have had that request a few times and will make sure we get that done in the next couple of weeks!

WA
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Wade A.

Accounting, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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MangoShare Traininers View

Reviewed a year ago
Pros

MangoShare (Document Management part) offers a smooth way to share Portal access, file sharing, file requesting, and E-signature completion via Question/Answer secured links. Support team goes above and beyond to get you and your team going!

Cons

There is always room for improvement, but the cool thing about Mango Practice is their ability to take suggestions and make them happen! We've seen Feature Requests happen in the same week. I'm sure this is dependent on complexity, but the attention to customer needs is highly valued!

Vendor response

Thanks, Wade! We are always looking to make new features and improvements for our customers. Our software was built by accountants, for accountants. And the best way for us to continue to serve our customers is by listening to what you need and taking action. We appreciate your support!

RC
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Robert C.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Comprehensive software that is reliable and easy to use

Reviewed 4 years ago

Imagine time has become part of our day-to-day operations. We have been using ImagineTime for nearly 15 years. We really enjoy the features contained in the software. Technical support has always been spot on and has resolved any issues we have faced.

Pros

The ease of backing up the data and the ease of the day-to-day use.

Cons

I would like to see a little more flexibility in the layout of invoices prepared out of ImagineTime for customers/clients. Flexibility would include fonts, sizing, layout, margins, etc.

BD
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Breanna D.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for Accounting Office

Reviewed 3 years ago

ImagineTime has made it easy for me to move my business more online. I can securely send and receive documents through email and most importantly have clients sign online.

Pros

This software was extremely easy to use. It integrated right into our email so our clients didn't have to log in to a portal to use. This was very important to us as a tax filing service. We have several clients that are once a year so logins/passwords didn't need to be set up for them to use. We had no issues with clients not being able to use the features. The support for this product is excellent. I was able to share my screen and go through the setup and ask questions in real time. Any time I had questions after the initial set up, the support team got back to me right away and I was able to have my questions answered immediately.

Cons

The only downfall with this software for my particular business is the security questions are based on American income tax and I'm in Canada. I was able to get around this by creating my own security questions.

Vendor response

Thank you, Breanna!

TS
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Thomas S.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent program to transfer large files

Reviewed 10 months ago

Everything has worked fine.

Pros

Being able to securely transfer files. I use the program to send data files and large Quickbooks files. It works as expected.

Cons

A little more expenses than I'd prefer. Other than that, I have no complaints.

Vendor response

Thomas, Thank you for your review and your continued support! If there are ever features or changes you'd like to see, please reach out to our support team. We take pride in the fact that Mango is built by accountants, for accountants. This means we rely on faithful customers like yourself to guide us on ways to continually improve.

SS
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Shannon S.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Software with users in mind

Reviewed 3 years ago

The employees in the help line are users of the program. You never wait long for someone to call and they stay with you until the problem is resolved usually within minutes.

Pros

Imagine time was easy to set up. Watching a few short videos we were able to set up our time and billing software easily, data was imported in from our tax software to ease client entry into the program. Updates are easily deployed.

Cons

It would be helpful if the program would instantly update the contacts, so you don't have to get out of time entry in order to update the client list to enter your time.

Vendor response

Thank you, Shannon!

TW
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Terry W.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Converted from ImagineTime

Reviewed 3 years ago

Implementing Mango with the help of the technical staff was virtually seamless. Of course it cost us billable time to implement but I blame this more on our decisions than Mango. We were 'forced' due to a change in staff to implement before we really wanted to convert - but it would have been foolish to train new staff on OLD ImagineTime and NEW Mango. But technical support has done a GREAT job of getting us up, running, and functional.

Pros

I can get a pretty good picture of what is going on in my office. As we learn more about the features, I'm sure that I can get more information than I can really use.

Cons

As I mentioned, I am sure that the software has performance features that we have not yet found. I have some issues putting reports that I want to see on paper. I think this will be better in the future.

ML
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Michele L.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Mango Practice Management is Great!

Reviewed a year ago
Pros

Simple setup. Easy to Use. Great Reports! Invoice is efficient and we get paid faster with integrated electronic payments.

Cons

Many new features. Sometimes not announced timely. Other than that no complaints.

Vendor response

Thank you for your review, Michele. We appreciate you! If you aren't already, please reach out to us to get added to our userbase email where we communicate new features and upcoming developments for our software.

EG
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Eileen G.

Accounting, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Extremely disappointed

Reviewed a year ago

To many issues with reply "we've elevated"the particular problem and weeks pass by in crucial deadline time with no resolution

Pros

Client ability to pay online. Ability to search by any name not just last name.

Cons

Inability to print reports for assigned users or randomly reports stop working.

Vendor response

Eileen, Thank you for your review. We value all feedback and use it to directly impact how we continue to develop our platform and services. To address your inability to print reports, we highly suggest you reach out to our support team. They can walk you through how to do this. We want to be sure Mango Practice Management is providing you with the functionality you need to run an efficient and profitable account firm! We appreciate your feedback and support.

WJ
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William J.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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CPA Firm

Reviewed 3 years ago

I do not feel fully satisfied at this point.

Pros

Easy to share files. I feel like I am securely sending files.

Cons

Sometimes the icons in Outlook 2016 are not appearing. Then, I must waste time trying to send the files.

Vendor response

Hi William, I am sorry to hear about the intermittent issues you are experiencing with the visibility of the add-in - desktop Outlook can be tough to deal with at times. Can I do anything to assist?

AS
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Ann S.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Small business need for time & billing software with a project management feature

Reviewed 4 years ago

Mango had all of the needs of our small office for a reasonable price. It is user friendly once you go through it a few times. Getting the software up and running was a very short process. Employees only needed about 30 minutes of training. The ease of use is quite helpful and knowing what projects are ready to be worked on is exceptional.

Pros

This software had all of the needs of our office. The most is that it checked off a number of items we needed. Being able to duplicate the same type of project for a number of clients was especially nice and the ability to extend the project to a later date was significant.

Cons

Currently the software does not have a report for the Due Date Management feature. My inquiry resulted that it was coming.