Mango Practice Management

Mango Practice Management is a practice management suite for accounting firms that combines time and billing, project management, a client portal, and integrated payment processing. It covers the workflow from tracking billable hours through to collecting client payments in one system.

Firms use Mango to manage client engagements, track time, generate invoices, and accept payments online. The client portal allows document sharing and secure messaging, reducing email-based communication. Project management features include task tracking, recurring job templates, and deadline monitoring.

The platform also includes a built-in document management system and integrates with common tax preparation software. It is best suited for small to mid-sized US firms that want practice management with integrated billing and payment collection without needing to connect multiple third-party tools.

Pricing

Contact Mango for current pricing.

Reviews

• G2: 3.3/5 (19 reviews)
• Capterra: 3.9/5 (53 reviews)

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	No
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	No
Task dependencies	No
Automations	Yes
Custom statuses	No
@Mentions	No
Statutory due dates	No

Client Management

Feature	Supported
Client directory	Yes
Contacts	Yes
Client groups	No
Custom fields	No
Tags	No
Notes	Yes
Leads	No
CRM sync (QBO)	No
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	No
File uploads	No
Secure messaging	Yes
Scheduling	No
E-signatures	No
White label/custom branding	No

Email

Feature	Supported
Outlook integration	No
Gmail integration	No
Shared inboxes	No
Email-to-task	No
Email templates	No
AI email drafting	No
AI email summarization	No
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	Yes
Timers	No
Invoicing	Yes
Fixed fee & hourly billing	Yes
Recurring billing	No
Online payments	Yes
WIP tracking	No
Write up/down	Yes
Realization reporting	Yes (by staff)
QBO invoice sync	No
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	Yes
Folder templates	No
File sharing with clients	No
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	Yes
Billing reports	Yes
Capacity/workload	No
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	No
Engagement letters	No
E-signatures on engagements	No

Integrations

Feature	Supported
QuickBooks Online	No
Xero	No
Outlook	No
Gmail	No
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	No
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	No
AI search	No

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	No
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	No

Support & Onboarding

Feature	Supported
Chat support	Yes
Email support	Yes
Phone support	Yes (immediate)
Dedicated rep	No
Onshore support	No
Free onboarding	Yes (assisted)
Paid onboarding packages	No
Knowledge base/docs	Yes