Mango Practice Management

3.9
Overall rating
Reviews

3.9
Overall rating
Reviews

About Mango Practice Management

Mango Practice Management (formerly known as Mango Billing) is a cloud-based practice management solution that is a game-changer for professional service firms to automate processes for Time & Expense Tracking, Invoicing, Scheduling and Payments Processing. Key features include Due Date Management, Document Management System, Online Payments to include Credit Card and ACH Processing, a Practice Management Reports Center and other feature to streamline the management of your firm. Mango Practice Management works with CPA Accounting Firms, Bookkeeping Agencies, Consulting Firms, Legal Firms and any other business that needs to track and manage time effectively. It provides a complete 360-degree view of all Client information to include Invoice History, Payment History, Contacts, Note History, Email History, Engagement Management and more. The Appointments calendar integrates with Google Calendar letting you access appointments on any mobile device. Our Dashboards provide key information at a glance. Mango Practice Management is complete with a Client Portal to facilitate online payments handling all Credit Cards and ACH transactions. Documents can be shared in the Document Management System and are available to clients in the Portal. Clients can upload documents with customizable email notifications. All data is secure with full encryption during transfer and at rest. Pricing is available with a monthly subscription. We can import Clients, Open Invoices and Open Time Records (WIP) from your existing solution. Big and small firms are up and running in a half day or less. Our implementation and training is so streamlined, we don't charge extra for this service. Support is available via Phone, Email, Virtual Meetings and Live Chat.
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Mango Practice Management Software - Mango Billing reports center screenshot
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Mango Practice Management Software - Mango Billing reports center screenshot - thumbnail
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Mango Practice Management pricing

Mango Practice Management does not have a free version but does offer a free trial. Mango Practice Management paid version starts at US$35.00/month.

Starting Price:
US$35.00/month
Free Version:
No
Free trial:
Yes

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Mango Practice Management Reviews

Overall rating

3.9
Write a Review!

Feature rating

Value for Money
3.9
Functionality
3.8
Ease of Use
3.8
Customer Support
3.9
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All Mango Practice Management Reviews

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56 reviews
Verified Reviewer
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 17/11/2017

Great, Convenient Product

Track employees time on jobs and then bill the customer with the data that is accumulated from the employees time entry.

Pros

Very simple to use but has everything you need to track your WIP and do your billing. Very user friendly layout that makes sense. Updated frequently.

Cons

As the database gets bigger sometimes it lags. When you do searches you can't search a contacts name and get the company to show up.

Paul
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 31/08/2023

Accounting Firm Review

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.

Alternatives Considered

Doc.It Suite and Docusign CLM

Reasons for Switching to Mango Practice Management

We have a hybrid system here at our office and use yours and Doc.it together.

Response from ProfitSolv

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!

Replied 14/09/2023
Kurt
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
5
Ease of Use
4
Customer Support
4

4.0
Reviewed on 19/11/2024

Good Software experience with Mango

Overall very good. Very friendly people to deal with.

Pros

Good software, is as advertised. Very well thought out.

Cons

I need a little more help navigating around, initial training.

Alternatives Considered

Financial Cents

Reasons for Switching to Mango Practice Management

The demo was better. I felt the training would be better.
Hunter
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
1
Customer Support
2

3.0
Reviewed on 4/11/2024

Mango Review

Pros

It is my first day at a new company and Mango has been frustrated to get signed into. My boss already doesn't like me, and I made a poor first impression thanks to Mango.

Cons

I can't sign in. I have tried re signing in 5 different times, different browser, incognito etc.

Dan
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 4/08/2023

Mango Practice Management Allows Me to Focus on Clients and Engagements

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.

Alternatives Considered

Sage Timeslips and QuickBooks Time

Reasons for Switching to Mango Practice Management

The simplicity of what I needed for my practice; price point; customer service; commitment to continue to improve the product

Response from ProfitSolv

Thank you for the kind words, Dan!

Replied 9/08/2023
Cherie
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
2
Features
2
Ease of Use
4
Customer Support
1

2.0
Reviewed on 11/07/2023

Think twice about moving to Mango Billing

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.

Response from ProfitSolv

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.

Replied 9/08/2023
Elizabeth
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 8/08/2023

Great product!

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.

Response from ProfitSolv

Elizabeth,

Thank you for your review! We've made it our mission to make accountants' lives easier. And we're elated to hear that we have been able to play a small role in your success.

If you have any questions or would like help with specific features, please do not hesitate to reach out to our support team. We are here to serve you!

Replied 10/08/2023
Patty
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
2
Ease of Use
2
Customer Support
1

3.0
Reviewed on 29/12/2022

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

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 to an unforeseen circumstance. I have emailed and done an in App Chat with Support, [SENSITIVE CONTENT] answered, but another Appointment hasn't been booked yet. I paid for Mango on 11/30/22, on December 9th [SENSITIVE CONTENT] contacted me, and was a bit surprised I wasn't moved over from QB and up and running at all yet. I have emailed, App Chatted, still cannot get a complete move of my Data over from QB; I am having to figure this out on my own, no help. Support seems to be overwhelmed, maybe they need a bigger Staff? Today I made some progress getting things to move into Mango, but it is bits and pieces. If I'd know this was going to be an issue, I could have added Clients daily, and Items by hand, and probably been well along by now, instead of trying to get Support to kick in. I think the Program itself looks lovely; a bit slow, maybe, but it is well thought out. I will say this; if I don't get Support response in the beginning, it makes me feel uneasy about going forward. I will be billed again for Mango on 01/01/2023, and I cannot use it yet. Am I disappointed? Absolutely.

Chris
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
1
Ease of Use
2
Customer Support
1

1.0
Reviewed on 28/06/2023

Always Problems and lack of customer support

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!

Response from ProfitSolv

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!

Replied 9/08/2023
Jeff
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 27/01/2024

Mango is an upgrade

Easy to navigate and access the time entry and invoicing features.

Pros

Ease of access, web based. Pretty intuitive menus and functionality. Ease in finding historical invoices and notes.

Cons

Multiple steps involved in generating an invoice. Import of prior system data.

Michele
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 7/08/2023

Mango Practice Management is Great!

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.

Response from ProfitSolv

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.

Replied 9/08/2023
James
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

4.0
Reviewed on 8/08/2023

Mango Review

Pros

I appreciate the online payment function and that receivables are updated automatically.

Cons

If a client pays for 2 different client invoices online, it is early impossible to split the payments between both clients. Thus, I have an overpayment sitting on one client and a balance due showing on the other. Mango has yet to find a solution for me.

Response from ProfitSolv

Thank you for your review, James!

We are continually making improvements and adding features based on customer feedback. Our platform is built by accountants, for accountants, so we take your feedback seriously.

If you're struggling with splitting payments, please reach out to our support team for assistance. They are extremely responsive and eager to help use Mango to build a more efficient and profitable practice.

Replied 9/08/2023
Kathy
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 12/09/2023

Mango Review

I am still relatively new to Mango, but am already seeing a difference in tracking task and workflow management.

Pros

Mango has US Based support, friendly & patient staff, easy to handle client needs & workflow management in one place

Cons

There is a learning curve to Mango. However, the staff is very patient and helpful. They are also very open to suggestions to make the software better from the user end.

Response from ProfitSolv

Thanks and welcome to Mango, Kathy! We appreciate your support and business.

As you know, our support team is ready and willing if you have questions or feedback on what you'd like to see added/updated.

Mango is built for accountants, by accountants. That means your insight and feedback are critical for continued innovation!

Replied 14/09/2023
Thomas
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 18/09/2023

Excellent program to transfer large files

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.

Response from ProfitSolv

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.

Replied 20/09/2023
Wade
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 21/06/2023

MangoShare Traininers View

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!

Response from ProfitSolv

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!

Replied 9/08/2023
Shawn
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 31/08/2023

Mango is great

Would recommend to everyone

Pros

Ease of use. The plugin works great. I usually dont have any clients that cant figure it out.

Cons

Initially some bugs but bugs have been worked out.

Response from ProfitSolv

Thanks for your feedback, Shawn! 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.

Mango is built for accountants, by accountants. That means your insight and feedback are critical for continued innovation.

Replied 14/09/2023
Eileen
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1.0
Reviewed on 28/06/2023

Extremely disappointed

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.

Response from ProfitSolv

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.

Replied 9/08/2023
Kevin
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
3
Ease of Use
1
Customer Support
2

1.0
Reviewed on 23/06/2023

First Month

Not good so far -

Pros

Most of the software is incomplete and should not be sold is a complete billing system. Company was more worry about the look of the Website than the product by the product for end user.

Cons

Billing not as easy as Imaginetime. Statement incomplete for clients to use. Timers do not match payroll reports.

Response from ProfitSolv

Kevin,

We hate to hear that this has been your experience but greatly appreciate the honest feedback.

Within the last 6 months, we have heavily invested in our engineering, product, and support teams to provide a better user experience that makes accountants' lives easier.

Mango Practice Management does have full billing features and functionalities and our support team is ready and eager to walk you through those features.

Please reach out to them at your earliest convenience to ensure you're taking advantage of all the features Mango has to offer for busy accountants.

We appreciate your support and feedback, Kevin!

Replied 9/08/2023
Melissa
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4.0
Reviewed on 29/09/2023

Satisfied

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.

Athena
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
4

3.0
Reviewed on 23/02/2023

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

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.

Alternatives Considered

OfficeTools

Reasons for Choosing Mango Practice Management

Jun 2021

Switched From

Sage Timeslips

Reasons for Switching to Mango Practice Management

The price was better than some alternatives and we wanted to give a chance to a smaller company to integrate both our billing and time/project management softwares into an all-in-one program.
Kathleen
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
2
Ease of Use
3
Customer Support
1

3.0
Reviewed on 22/02/2023

Product has gone downhill in past 6 months

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.

Reasons for Choosing Mango Practice Management

Wanted something less labor intensive

Reasons for Switching to Mango Practice Management

Seemed like it checked all the boxes for a reasonable fee.
Debbie
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
2
Customer Support
2

1.0
Reviewed on 25/01/2023

Very disappointed

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.

Cheryl
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 29/12/2022

Mango for the Win!

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 and secure link options, you may be seen as behind the times! Also a massive plus has been the extremely responsive tech support team, which we did not anticipate. Most querys are solved with a quick in-app chat. Our time tracking has greatly improved, as all staff are being held accountable for their time - billed & unbilled. Capturing billable time to clients has always been a heavy concern.

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.

Verified Reviewer
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1

1.0
Reviewed on 29/12/2022

Be warned that this program isn't ready for prime time yet

Walk away. Run away. It's a nice vision they have, but they are not there yet. Wait for the integration to really be there before purchasing.

Pros

The future state is what we wanted and were sold on - not the current state. We were sold on the connectivity - see the client documents, the time and billing, and sending returns all from one app. It would be efficient, it would be easy to use one program instead of four. Reality hit after purchasing that we have as many programs as before and they don't work as well.

Cons

AFTER signing up we had to get 3 or 4 apps instead of one. The client portal has the name Mango share, but it was not integrated with Mango Practice Management. The programs don't really talk to each other yet. There are buttons and features that don't work but are still visible. Support was SLOW, and the intercom chat "The best way to get ahold of us" still led to long delays in response.

AmandaBeret
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
2
Ease of Use
3
Customer Support
5

3.0
Reviewed on 29/06/2021

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

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, thought it was archaic, not user friendly, not easy to use. We had the same issue with 2 of our partners. The Message function is terrible, half the time the documents could not esign within the system in the middle of Tax Season which made using the software cumbersome.
It would be ideal that data could be worked on inside the portal rather than having to be downloaded and reuploaded and ideal if items could be deleted rather than archived.
We have invested a lot of time and money into Imagine Time and I hope it is still implementation stage to allow for a better result in the coming years.
We are at the time that mid summer we will either decided to go to the other software and have to retrain staff and clients or hope that Imagine time creates some better links and items within the software.

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.

Response from ProfitSolv

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.

Replied 30/06/2021

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