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What is Mango Practice Management?

Mango Practice Management is a comprehensive software solution tailored by accountants specifically for those in the accounting field. This intuitive suite of tools empowers firms, irrespective of their size, to function smoothly and effectively. Regardless of whether billing is time-based or project-oriented, it is crucial to meticulously record every hour spent on client-related tasks. The software facilitates rapid invoice creation and smooth delivery, leading to quicker payment turnaround. Moreover, it provides efficient management of due dates through streamlined workflows and organized task lists. With ready-to-use accounting templates, users can quickly begin leveraging the software's capabilities. The advanced system for secure file sharing and electronic signatures has revolutionized document management, enabling users to send and receive signatures right from their email, eliminating the need for complicated portals. Crafted by accountants, Mango Practice Management tackles the challenges of contemporary firm operations, assisting users in pinpointing their most profitable clients, products, and collaborations. With vital insights readily accessible, users can make more informed and strategic decisions. Ultimately, Mango empowers accounting professionals with the essential tools to excel in a competitive landscape, ensuring they remain at the forefront of the industry. As firms evolve, having such a robust solution can significantly enhance their adaptability and growth potential.

What is Keeper?

Effectively engage with your clients, pinpoint coding errors, track essential performance metrics, and optimize your workflow seamlessly. Provide a comprehensive platform for your clients to manage unclassified transactions, upload bank statements, and assess their financial data. Introduce automated email notifications to reduce the necessity for manual reminders. Detect and correct misclassified transactions directly within the Keeper application. Keep an eye on KPIs and develop customized financial packages tailored to the needs of each client. When you log into Keeper, the first thing you will notice is a Client List showcasing all your clients alongside the progress made on their accounts. This list also highlights any outstanding Client Questions, showing which issues have been addressed. Furthermore, you can enrich your Client List by incorporating Client Properties, which give you a more profound understanding of each client; for example, a VIP client checkbox feature allows you to filter and view only those clients deemed a priority. This structured organization not only enhances operational efficiency but also significantly elevates the client experience. By maintaining such a system, you ensure that all aspects of client management are handled with accuracy and care.

Media

Media

Integrations Supported

Brevo
Fleet
Google Calendar
Indent
Mailchimp
Microsoft Outlook
Nango
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Brevo
Fleet
Google Calendar
Indent
Mailchimp
Microsoft Outlook
Nango
Nekton.ai
QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per user per month
Free Trial Offered?
Free Version

Pricing Information

$8 per month per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProfitSolv

Date Founded

2020

Company Location

United States

Company Website

mangopractice.com

Company Facts

Organization Name

Keeper.app

Date Founded

2020

Company Location

United States

Company Website

www.keeper.app/

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Popular Alternatives

Popular Alternatives

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