Mango Practice Management Reviews

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.

Alternatives Considered

Canopy

Reasons for Switching to Mango Practice Management

Ease of use, straight forward, up-front pricing. Great service!

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.

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.

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

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.

Pros

This software had all of the needs of our office. The most is that it checked off a number of items we needed. Being able to duplicate the same type of project for a number of clients was especially nice and the ability to extend the project to a later date was significant.

Cons

Currently the software does not have a report for the Due Date Management feature. My inquiry resulted that it was coming.

Alternatives Considered

FINSYNC, OfficeTools, BQE CORE Suite, Sage Intacct, QuickBooks Time, Zoho Desk, FunctionFox, BigTime and TimeSolv Legal Billing

Reasons for Switching to Mango Practice Management

Price, ease of use, functionality fit our needs, and the ability to extend a project.

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

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

Financial Cents, TaxDome, Canopy and Intuit Practice Management

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.

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.

Alternatives Considered

ShareFile

Reasons for Switching to Mango Practice Management

Price, helpful customer service during purchase and implementation

Pros

Customer Service-they are very patient with my limited knowledge of ImaginTime
Entering time/expense

Cons

Using credit memo
Reports
Most all of it since I've had limited training and there is no backup person in my office.

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.

Alternatives Considered

Firm360

Reasons for Choosing Mango Practice Management

It was too clunky and we didn't enjoy the flow of things.

Switched From

BigTime

Reasons for Switching to Mango Practice Management

Because we were misinformed on the product we would be getting. We are now with Firm360 and are happier than ever.

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.

Pros

We appreciate how it flows and accomplishes so much with ease. There is definitely a learning curve, but that is common with any seriously good software. The tech support is marvelous and really helpful.

Cons

My errors! It would be nice if there were some pop-up boxes to warn you when, for example, I prepare a billing but forget to release any time!

Pros

This software is written specifically for accounting firms. It does everything the big software companies do for a much lower price.

Cons

It can be a little complicated at times, but their online help menu covers absolutely everything with incredibly comprehensive instructions.

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

ImagineTime is very user friendly and easy to get around in. I like that they are consistently making improvements to the software, especially adding the name of the client to the subject line when you get notifications of views/downloands and changing to the ability to create a custom template for signatures on the fly right from email (this is a gamechanger for me and makes it A LOT easier to use)!

Cons

I would like to be able to search for clients and get to their client settings (right now, we can only get to the client workspace from the search function) because this is very cumbersome to have to flip page by page to find the client.
It would be helpful if we could run a report of any clients that are unassigned (no assigned staff), or a list by Assigned Staff so we can make updates as needed, etc.

Pros

The ease of backing up the data and the ease of the day-to-day use.

Cons

I would like to see a little more flexibility in the layout of invoices prepared out of ImagineTime for customers/clients. Flexibility would include fonts, sizing, layout, margins, etc.

Pros

This software was extremely easy to use. It integrated right into our email so our clients didn't have to log in to a portal to use. This was very important to us as a tax filing service. We have several clients that are once a year so logins/passwords didn't need to be set up for them to use. We had no issues with clients not being able to use the features.
The support for this product is excellent. I was able to share my screen and go through the setup and ask questions in real time. Any time I had questions after the initial set up, the support team got back to me right away and I was able to have my questions answered immediately.

Cons

The only downfall with this software for my particular business is the security questions are based on American income tax and I'm in Canada. I was able to get around this by creating my own security questions.

Pros

Imagine time was easy to set up. Watching a few short videos we were able to set up our time and billing software easily, data was imported in from our tax software to ease client entry into the program. Updates are easily deployed.

Cons

It would be helpful if the program would instantly update the contacts, so you don't have to get out of time entry in order to update the client list to enter your time.

Pros

I love the ease of sending forms for electronic signature, the fact that they automatically go to the client's file and stay there and that the client has access to the forms.

Cons

I have not actually begun to use the Time & Billing at this time. This is the year to do just that. I suspect it will be just as easy to use as the Electronic Signature and Document Manager.

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

The price was right and I guess you could say that we got what we paid for.

Cons

Having to ask for templates for each document was cumbersome and difficult at deadlines.

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

How user friendly it is, and how easy it is to run reports, and track due dates

Cons

Every time our internet goes down the time and billing goes down as well

Pros

Price offering for 3 user CPA firm
No automatic deletion of files stored for 3 years

Cons

Unable to print from within the file sharing portal