--- title: "Mango Practice Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Mango Practice Management Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/147972/Mango-Billing/" page_type: "product" language: "en" publication_date: "2026-10-28" --- # Mango Practice Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Mango Practice Management ## What is Mango Practice Management? Mango’s advanced Smart Task tools give you the insights & ability to streamline workflows to save time & improve outcomes. These include Automatic Notifications on priority tasks, a built-in “tax due date” calendar, an array of project dashboard filters/sorts, & more. Prioritze daily activity at your practice based on due date/urgency, team member availability, or a client’s profitability. ## What is Mango Practice Management used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/)[Time and Expense](https://www.capterra.com/time-and-expense-software/) Overall rating Based on 61 user reviews Reviews sentiment Positive 67% Neutral 13% Negative 20% Starting price $35 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Mango Practice Management alternatives Highest Rated [4.7 (1,752)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/147972/Mango-Billing/alternatives/) ## FAQs about Mango Practice Management Overview ### Which roles and teams benefit most from Mango Practice Management? Mango Practice Management is most used by accounting firm owners, presidents, and executives who oversee client work, staff capacity, and business operations. CPAs, tax managers, and accountants use it to track tax and accounting tasks, manage deadlines, and organize client records. Office managers support workflow coordination, scheduling, and administrative follow-through. Answer based on 61 reviews Overview ### What company size and industries is Mango Practice Management built for? Mango Practice Management is built for small accounting firms, with 100% of reviewers from small businesses and 97% in accounting. It is intended for tax professionals, bookkeepers, and CPA practices needing one system for workflow management, client communication, billing, time tracking, and document management; smaller shares work in education management and law practice (2% each). Answer based on 61 reviews Features and Usability ### What are the key features of Mango Practice Management? Mango Practice Management includes core client management, time tracking, billing and invoicing, and reporting for accounting-firm workflows. Reviewers frequently discuss secure document sending through the client portal, electronic signatures, and file management. Additional core capabilities include due date tracking, online payments, and project workflow management. Answer based on 25 reviews Integrations ### Which third-party tools and platforms does Mango Practice Management integrate with? Mango Practice Management integrates with 10 third-party tools, including Microsoft Outlook for email, calendar, document, and invoice-related workflows. Its catalog also includes Gmail, Google Calendar, Mailchimp, Brevo, ATX, Drake Tax, Lacerte Tax, Intuit ProConnect Tax, ProSeries Tax, and UltraTax CS. Answer based on 12 reviews Getting Started and Support ### What training and onboarding options does Mango Practice Management offer? Mango Practice Management provides live online training, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for setup and feature review. Answer based on 5 reviews Getting Started and Support ### What customer support options does Mango Practice Management offer, and how do users rate the experience? Mango Practice Management offers email/help desk, a knowledge base, phone support, and chat. Users often describe support staff as friendly, knowledgeable, and quick to explain procedures, with in-app chat resolving many questions. However, several users report delayed responses, inconsistent follow-up, and unresolved development-team issues, particularly during onboarding and reporting problems. Answer based on 25 reviews Security ### How does Mango Practice Management handle data security and access control? Mango Practice Management uses end-to-end encryption for digital tax-return delivery and secure document transfers, including sensitive financial data. Its portal supports file sharing, requests, e-signatures, and question-and-answer secured links; email integration can let clients exchange files without portal logins. One reviewer found the built-in security questions geared toward U.S. tax needs. Answer based on 10 reviews Features and Usability ### What features does Mango Practice Management offer? Mango Practice Management offers time tracking, billing, reporting, online payments, document tools, and client portal functions for accounting firms. Small practices value its broad feature set and ongoing updates, while some users report invoice, report, integration, and customization issues that can limit reliability for more complex workflows. Answer based on 17 reviews Features and Usability ### How well does Mango Practice Management handle client management? Mango Practice Management supports client records, secure document sharing, online payments, searchable contacts, and digital communication. Accounting firms often find it useful for sending confidential files and collecting information, though some clients and staff experience portal usability, document download, e-signature, and billing setup limitations. Answer based on 14 reviews ## Features AI summary Based on 13,904 Workflow Management reviews Capterra data shows that buyers of workflow management software rank the following features as their top priorities: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Mango Practice Management supports all three features that reviewers rate highest: **Task Management**, **Progress Tracking**, and **Business Process Automation**. Together, these capabilities help businesses organize work, monitor status across ongoing processes, and automate repeatable steps, allowing teams to improve consistency, save time, and keep operations moving efficiently. Task Management 3.1 (15) 80.00% of 15 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Progress Tracking 2.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Business Process Automation 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Collaboration Tools 4.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together File Sharing 4.3 (20) 70.00% of 20 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Document Storage 3.7 (11) 36.36% of 11 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Mango Practice Management 315 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Access Expiration Management: Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. - Accessibility: Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Active Directory Integration: Integrates with Active Directory - Activities: Any action a user can perform in the system can be specified as an automated action. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - Anomaly Detection: Automatically identify unusual behavior - API: Application programming interface that allows for integration with other systems/databases - API Connection: Connect with existing systems via API. - Application Integration: Allows files and data to integrate directly into enterprise applications via APIs or connectors - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Tracking: Track the attendance of specific individuals or groups - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automated Policy Enforcement: Recommends or enforces governance policies based on usage patterns and risk models - Automated Receipt Matching: Match digital receipt images or data with corresponding expense entries - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Time Capture: Automate recording of time to reduce human error - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Autonomous Task Execution: Completes tasks independently without constant human intervention - Autosave: The system automatically saves work on an interval without the user needing to manually save - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Batch Invoicing: Ability to create multiple types of invoices - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Biometric Recognition: Facial or other physical recognition to confirm identity - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Budgeting/Forecasting: Create budgets based on historical data and future projections - Bulk Send: Process of sending a large number of documents, messages or emails to multiple recipients at once - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Business Tool Integration: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Change Management: Track and monitor efficient handling of all changes/transitions - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clock In/Out: Track employees' arrival and departure timings for payroll purposes - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation: Centralize payments data from multiple sources such as gateways or payment service providers - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Content Routing: Determine the configuration of network traffic between clients and web applications based on the content being sent - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues - Creation & Assignment: Create and assign tasks for individual users with details and due dates. - Credit Card Processing: Accept and process credit card transactions - Credit Note: Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-system Integration: Works across multiple software systems or databases - Customer Accounts: Record customer information, purchase history, and other notes - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Unification: Compile data from across all systems so that users can view relevant information easily. - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Decision Making: Makes informed choices based on available data and objectives - Deferred Billing: Buyer isn't billed until the period is up without any interest charges - Dependencies: Manage dependencies between projects from one or multiple portfolios. - Dependency Tracking: Track and manage task relationships and dependencies - Digital Billing: Ability to convert invoices to digital formats such as PDF - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Disaster Recovery: Plan and implement business continuity measures in case of unforeseen events - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Approval: Streamline and simplify document approval processes. - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Check-in/Check-out: Document Check-in/Check-out - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Editing: Makes changes to document features such as text, fonts, formatting, etc. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Lifecycle Management: Series of processes that a document goes through from creation to archiving - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Duplicate Detection: Compare new data with existing records to detect duplicate entries - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Ease of Completing Timesheets: Timesheet entry takes little time and is intuitive for new users - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - Email-to-Task Conversion: Convert emails into tasks - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Portal: Online portal where employees can access and track their own information - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Encryption: Convert data into a code for security - Estimating: Estimate expected cost based on various factors before a project begins - Event Logs: A chronological record of actions or occurrences within a network, software, or process - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Extensibility: Provides the ability to extend the platform to include additional features and functionalities - File Conversion: Convert files to a different format - File Encryption: Encrypts data within the file, which can only be decrypted using a password or encryption key - File Management: Create, save, and store files - File Organization: Organizes information in logical formats specified through folders and access paths. - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - File Transfer Acceleration: Enhances file transfer speeds with scalable administrative controls and bandwidth optimization - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Flows: Track products to determine when they are shipped, in transit, or delivered. - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Small Businesses: Designed for small businesses - For Tax Practices: Designed for tax practices - Forms Management: Store, manage and track all forms in a centralized location - Fraud Detection: Identify and prevent suspicious activity - Full Text Search: Search for specific words or phrases within a document or database - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Indexing: Compile and organize data into specific metrics - Intelligence: Analyzes key metrics to identify root causes of productivity blockers or enhancers. - Intelligent Routing: When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice Creation and Delivery: Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Invoices: Create invoices for services provided and track payments - Job Status: Know where every job stands, who’s working on what, and what’s being said to clients - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Leave Tracking: Manage and track employee attendance - Load Balancing: Process of distributing a set of tasks over a set of resources, with the aim of making their overall processing more efficient - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Low-Code App Development: Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. - Management: Financial information can be imported from multiple sources such as spreadsheets, text files, or databases - Mass Updates: Allows users to update multiple tasks at the same time, accross multiple projects. - Master Data Management: Verify, organize, manage & store enterprise data assets in a centralized repository - Messaging: Communicate using messages within the system - Metadata Extraction: Retrieval of embedded metadata that is present within a file - Metadata Management: Collect and maintain structured information that describes data or content - Metrics: Implemented appropriate metric to ensure ongoing project success - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Mobile Support: Provides mobile application for required mobile os platform and enables single sign on for native and web based business applications - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multi-Period Recurring Billing: Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit - Multi-step Planning: Ability to break down and plan multi-step processes - Multiple Billing Rates: Different tiers of pricing and billing for different employees and situations - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Payment Options: Process payments via multiple modes directly through the application - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - New Client: Create new client in system once propsal is accepted - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - No-Code App Development: Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Offline Time Tracking: Track employee and task times without internet connection - Online Payments: Accept and process online payment transactions - Online Time Tracking: Track employee and task times using internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Overtime Calculation: Manage and record overtime hours for hourly employees - Payment: Contains built-in payment processing capabilities or integrates with payment processing software. - Payment Processing: Accept, record, and reconcile financial transactions - Payment Tracking: Track sent and received payments, invoices, and bills. - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - Payroll Integration: Facilitates integration with multiple third-party payroll systems - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Predictive Resource Allocation: Anticipates network load and optimizes resource distribution based on historical patterns - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Process Analysis: Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Design: The ability to create custom workflows aligned with business objectives. - Process Overview: Provides users a holistic view of all workflows so as to see how all processes work together. - Process Repository: A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. - Process Routing: Ensures the right task is being assigned to the proper employee across an entire process. - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting / Revenue Recognition: Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Provisioning and Governance: Allows administrators to set user access privileges to permit approved parties to access sensitive data. - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quality Control: Ensure that quality requirements and standards are met across production processes - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Billing: Ability to charge customers on a recurring basis for subscription-based purchases - Recurring Invoicing: Generate recurring invoices - Recurring Tasks: Set the frequency of a task's occurrence - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Refund Management: Oversee the process of issuing refunds - Reimbursement Management: Manage compensation for out-of-pocket expenses incurred by an employee, client or another party - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting and Analytics: Generates reports on the number of punch lists assigned to sub/contractors, the type of work that is noted in punch lists, and other actionable business insights. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision - Risk Assessment: Initiate collection and analysis of known risks - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Spreadsheet View: UI looks like a spreadsheet - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Sub-Task Management: Split and manage tasks into individual components - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Import: Import tasks from external sources - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time: Track the status of each project and calculate billable time - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Time Tracking by Client: Track time worked per client - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Tracking Time to Project/Task: Users can easily track time based on task or activity and assign to projects - Training Management: Track employee/learner's progression through training programs - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - Unstructured Processes: Provides the ability to manage unstructured processes. - Updates: If your funding amount ever increases, your firm should be able to provide you with an updated 409a report. - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Version Comparison: The process of cross-checking new versions with previous copies to identify changes - Version Control: Track revisions and updates made to files and navigate between different versions - Version Rollback: The process of reverting to a previous version or state - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.6 (61) 3.6 Based on 61 reviews ## Pricing Value for money 3.7 (54) Free Trial Basic $35.00 Per User,Per Month Plus $55.00 Per User,Per Month Pro $69.00 Per User,Per Month Value for money 3.7 (54) 3.7 Based on 54 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Brevo](https://www.capterra.com/p/132996/brevo/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[ Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[ Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[ Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (56) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (56) 3.8 Based on 56 reviews ## User reviews Overall rating 3.8 Based on 61 reviews Filter by rating Counts reflect reviews available in this feed. 5(28) 4(13) 3(8) 2(6) 1(6) Mentioned topic Recent reviews first, then most helpful Michelle V. Associate Used the software for: Less than 1 year ### "Logging in from anywhere" 5.0 August 6, 2026 Pros Being able to log in my time anywhere instead of being required to log it on my desktop. I've never liked being forced to log in my time at the desktop, but Mango allows me to do it from anywhere. Cons It is a little difficult to figure out how to generate reports. There are too many options to choose from in order to generate them. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Manager Used the software for: 3-5 years ### "Great product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 10, 2023 great product and support and easy for our team to learn and navigate it. It is actually saving us money and increased our productivity. Pros This software has made our business so much easier to manage and that has led to growth in our customer base. The customer service is always there for us whenever we have a question and they really care about the success of our company. Cons Haven't had any negative experience with the product or the Mango folks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer owner Used the software for: Less than 1 year ### "Imagine Time improvements" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 27, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Douglas M. CEO and Founder Used the software for: Less than 1 year ### "Mango Practice Management Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 April 8, 2025 Overall, their platform is well built but I wanted a lot more than what the platform offered. Their customer service is great though. Pros The document management function was great. Cons I had a lot of issues with the workflows. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Partner, Senior Accountant Used the software for: 1-3 years ### "The only way to convey a tax return to a client." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 7, 2021 We convey all of our tax return copies digitally through the Imaginetime Platform and feel secure that the end-to-end encryption is what our firm needed. Pros I really appreciate how Imaginetime (1) stores files sent to client on the cloud platform and (2) encrypts the tax return for our clients to review. We started using the digital signature option this year during tax season with relative success. Cons Needs more integration with softwares such as Ultratax and Quickbooks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: Less than 1 year ### "Converted from ImagineTime" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 25, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Office Manager Used the software for: 1-3 years ### "It's an okay product, but I think it came out half-baked" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 February 24, 2023 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). I often encounter errors in invoice formatting and calculating balances on the bottom line, and errors in client balances on the A/R Aging (which should NEVER happen with a billing software - and this took forever to get fixed) to name some examples. There is also a rigidity in the lack of customization on reports or viewing different modules in the software that I think could be improved. I have submitted many feature requests, but they haven't addressed or implemented any of them.Customer support is really lacking. The support that we do get is always friendly, but I have a feeling that the developer team is very understaffed. There are 2 ways to report issues/bugs: you can open a chat with them in the software (they don't have a phone number to call for support) or you can put in a Feature Request/Bug Report (they NEVER respond to these - I think they go into a black hole). Talking to them via chat is effective sometimes. Often, I will have to follow up to find out the updated status on an issue, and if I don't follow up, I just never hear back. It's really frustrating. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NW Nani W. Bookkeeping/Office Manager Used the software for: Less than 1 year ### "Never Ever Use This Product " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 November 18, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 1-3 years ### "Product has gone downhill in past 6 months" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 February 23, 2023 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: Less than 1 year ### "CPA Firm" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 July 19, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/147972/Mango-Billing/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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