Mango Practice Management

Cloud practice management for accounting firms that tracks time and expenses, creates invoices and collects client payments in one place.

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Overview

Staff run timers or enter time by client, engagement, task or project, including from mobile devices, and turn tracked time into invoices from customizable templates. Invoices can be narrative or detailed, and can be sent singly, in batches or on a recurring schedule. Clients pay by credit card or ACH from a link in the invoice email or through the secure client portal, and payments are recorded against the client. The suite also includes client portals, eSignatures, document management, project tasks and reporting. It is built for accounting firms and priced per user.
More product details

Product

Demo Url
mangopractice.com/demo
Solution Kind
Suite

Who it is for

Industries
  • Professional services
Organization Types
  • Business
Use Cases
  • Time tracking
  • Project billing

Features

Online Invoicing

Email invoices to clients

Click-to-pay invoices

More details & conditions: Online Invoicing

Accept ACH and credit card payments online

Categories: Billing and Invoicing

Invoice Creation

Create invoices from tracked time

Batch invoicing

More details & conditions: Invoice Creation

Manual invoicing

Narrative or detailed invoices

Categories: Billing and Invoicing

Customizable Invoices

Branded invoices

Customizable billing templates

More details & conditions: Customizable Invoices

Saved reusable bill explanations

Narrative or detailed invoice formats

Categories: Billing and Invoicing

Recurring/Subscription Billing

Schedule recurring invoices

Automate recurring payments for ongoing engagements

Categories: Billing and Invoicing

Billing Portal

Secure client portal for documents and communication

Online credit card payments through the portal

More details & conditions: Billing Portal

Receive advance payments or retainers and apply them to invoices

Categories: Billing and Invoicing

Online Time Tracking

Cloud-based time tracking from any device with internet access

Timers inside the platform

Categories: Time Tracking

Billable & Non-Billable Hours

Track billable time and value billing

Track billable hours

Categories: Time Tracking

Project Time Tracking

Project-specific time logging

Time tracked against engagements, tasks, clients or projects

Categories: Time Tracking

Time Tracking

Built-in timers

Multi-timer tracking across clients

More details & conditions: Time Tracking

Manual and batch time entry

Mobile timers

Categories: Time and Expense

Time Tracking by Project

Track time against engagements, tasks, clients or projects with timers or manual entries

Project-specific logging

Categories: Time and Expense

Time Tracking by Client

Track time by client with timers or manual entries

Realization reports by client, staff or work code

Categories: Time and Expense

Show all details (16)

Expense Tracking

Track and categorize expenses

Release expenses from work in progress to invoices

Categories: Time and Expense

Project Tracking

Project templates

Project dashboards and custom workflows

More details & conditions: Project Tracking

Task email notifications

Reports on project progress and budgets

Categories: Time and Expense

Time & Expense Tracking

Track time with timers

Track and categorize expenses

More details & conditions: Time & Expense Tracking

Release time and expenses from work in progress to invoices

Categories: Time and Expense

Project Time Tracking

Time tracking against specific projects and engagements

Separate timers per type of work for the same client

Categories: Time and Expense

Technical details

Deployment

Client Channels
  • Browser
  • Mobile app
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Vendor

Data

Export Formats
  • Excel workbook

Customization

Supported Scopes
  • Templates
  • Branding

Support

Channels
  • Email
  • Phone
  • Chat
  • Knowledge base
Included In Plan
Yes
Training Formats
  • Documentation
  • Webinar

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