Mango Practice Management

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.

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

Reasons for Switching to Mango Practice Management

Pros

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

Cons

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

Alternatives Considered

Reasons for Switching to Mango Practice Management

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.

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

Reasons for Switching to Mango Practice Management

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.

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.

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.

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!

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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

Reasons for Choosing Mango Practice Management

Switched From

Reasons for Switching to Mango Practice Management

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.

Alternatives Considered

Reasons for Choosing Mango Practice Management

Reasons for Switching to Mango Practice Management

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.

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.

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.

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.