Mango Practice Management

What Mango Practice Management does

Mango Practice Management is a US-based cloud SaaS company that builds all-in-one practice management software for accounting firms, founded in 2000 and headquartered in Rutherfordton, North Carolina. The platform unifies time tracking, billing, project management, document management, client communication, engagement letters, eSignatures, and payments into a single workflow interface, with accounting-specific features including a pre-loaded IRS deadline calendar, project templates for tax and bookkeeping engagements, and integrations with the major US tax preparation platforms (UltraTax, Lacerte, Drake, ProConnect, ATX) plus QuickBooks. The product is sold primarily to CPAs, bookkeepers, tax preparers, and Client Accounting Services (CAS) practices ranging from solo practitioners to multi-partner firms, and is offered as per-user monthly or annual subscriptions at a $69/month standard tier alongside premium tiers and a 14-day free trial with no credit card required.

Mango operates a dual go-to-market motion combining product-led growth (free trial, ROI calculator) with sales-assisted engagement (demo booking, US-based inside sales at 1-866-404-5146). Revenue derives from per-user subscription fees plus a secondary stream of payment processing fees from the Mango Payments sub-brand, which supports ACH and credit card acceptance for client invoices. The company has accumulated 25+ years of domain credibility, holds SOC 2 Type 2 certification, and has received 2024 recognition from Capterra Shortlist, G2 Users Love Us, and Software Advice Front Runners. The company is a subsidiary of ProfitSolv, following the merger of ImagineTime and Mango Billing to form the current Mango Practice Management platform.

Name

Mango Practice Management

Legal name

Mango Practice Management

Website

https://mangopractice.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Mango Practice Management is a US-based cloud SaaS platform that provides all-in-one practice management software — including time tracking, billing, document management, eSignatures, and payments — to small and mid-sized accounting firms, CPAs, bookkeepers, and CAS practices.

Ownership category

akta.pro rank

Product category

Accounting Practice Management Software

NAICS

Professional, Scientific, and Technical Services (541)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industries

Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ), Pricing, Revenue & Commercial Analytics (BPAHALAM)

Keywords

• Accounting practice management
• Time and billing software
• Client portal software
• Electronic signature software
• Online payment processing

Headquarters

HQ city

Rutherfordton, NC

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS (Per User): Monthly or annual subscription pricing per user. SaaS delivery model with cloud-based access. Standard pricing listed at $69/month per user, with multiple tier options (Basic, Plus, Pro) available at different price points.
2. Integrated Payment Processing: Built-in payment processing for invoices with ACH and credit card acceptance. Revenue derived from payment processing fees integrated into the billing workflow.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Mango Practice Management provides a cloud-based, all-in-one practice management platform for accounting firms, integrating time tracking, billing, project management, document management, client communication, electronic signatures, engagement letters, and integrated payments into a single unified interface. The platform is purpose-built for CPAs, bookkeepers, and tax preparation practices, with accounting-specific templates, pre-loaded IRS due dates, and native integrations to major tax and accounting software.

Product overview

Mango Practice Management is a unified all-in-one accounting practice management platform built by accountants for accountants over 25 years. The core Practice Management platform serves as the central hub, with integrated modules including Document Management, Project Management, Time & Billing, and Workflow Management. The suite includes Client Collaboration tools (Client Portal, Client Communication, Engagement Letters, Electronic Signatures, and MangoShare for secure file sharing), plus operational modules for Capacity Planning, Customized Websites, Reporting & Analytics, Invoicing, Time Tracking, and Bookkeeping. Specialized sub-brands include MangoShare (secure file sharing) and Mango Payments (online payment processing). The platform integrates with major tax software (UltraTax, Lacerte, Drake Software, ATX, ProConnect), accounting tools (QuickBooks), and communication platforms (Outlook, Gmail, Malartu).

Differentiator

Problem solved

Functional benefit

Products and services

• Mango Practice Management Platform Cloud-based all-in-one accounting practice management platform integrating time tracking, billing, project management, document management, client communication, electronic signatures, engagement letters, and integrated payments into a single unified interface for CPA firms and bookkeepers.
• MangoShare Secure file sharing and electronic signature solution allowing accountants to send, request, and sign documents via email links without portals or passwords, with bank-level encryption in transit and at rest.
• Mango Payments Online payment processing solution enabling accounting firms to accept credit card and ACH payments with 24-48 hour fund access and recurring payment automation, with guaranteed lower processing fees.

Quantifiable outcome

• Accountants and bookkeepers save an average of 8 hours per week using Mango Practice Management.

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature7 records

Partnerships

Six partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationNative integration allowing seamless data exchange between Mango and QuickBooks, enabling accounting firms to access client data from project beginning to end without manual re-entry or switching between platforms.
• UltraTaxcoreTechnology or IntegrationIntegration with Thomson Reuters UltraTax tax preparation software, allowing tax data to flow directly into Mango project management and billing workflows.
• LacertecoreTechnology or IntegrationIntegration with Intuit Lacerte tax software enabling automatic data transfer for streamlined tax preparation workflow management.
• Drake SoftwarecoreTechnology or IntegrationIntegration with Drake Software tax preparation platform for seamless tax workflow management.
• ProConnect Tax OnlinecoreTechnology or IntegrationIntegration with Intuit ProConnect Tax Online enabling coordinated tax preparation and practice management workflows.
• ATXcoreTechnology or IntegrationIntegration with ATX tax software for seamless tax return data management within Mango practice workflows.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Canopy: Canopy is a practice management suite serving accounting and tax firms with workflow, document management, client portal, and CRM features. Mango explicitly compares against Canopy in its competitive comparison content.
• TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms, providing client portal, workflow automation, document management, and billing — overlapping directly with Mango's core offering.
• Karbon: Karbon is a leading cloud-based practice management workflow platform built for accounting firms, offering similar capabilities to Mango including workflow automation, client communication, and project management. It is named as a direct competitor in Mango's own comparison pages.
• Financial Cents: Financial Cents is a workflow and practice management platform designed for accounting firms, offering project management, time tracking, and client communication features comparable to Mango.
• Jetpack Workflow: Jetpack Workflow provides accounting-specific workflow and process management for accounting firms, cited by Mango customers as a competitor that Mango outperformed in client management, time tracking, and billing.
• Aero Workflow: Aero Workflow is a cloud-based practice management and workflow automation platform serving accounting firms with project management, time tracking, and billing features directly comparable to Mango.

Emerging players

• Suralink: Suralink is a workflow and document management platform focused on accounting firms' engagement and PBC list management, providing overlapping collaboration features with Mango's document management and client portal modules.

Others

• Intuit Lacerte / ProConnect: Intuit's tax preparation platforms (Lacerte, ProConnect) integrate with Mango but could expand into practice management functionality, representing an ecosystem partner that is also a potential adjacent competitor.

Broad incumbents

• Practice CS (Thomson Reuters): Practice CS is Thomson Reuters' established practice management solution for accounting firms, used as a primary price/feature benchmark in Mango's comparison pages. As part of a large incumbent suite, it represents broader enterprise competition.
• Xero Practice Manager (XPM): Xero Practice Manager is a practice management solution bundled with the Xero accounting ecosystem, offering workflow, time tracking, and billing for accounting firms — competing in the same category as Mango from a broader SaaS accounting platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mango-practice-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mango Practice Management