Average Ratings 0 Ratings
Average Ratings 6 Ratings
Description
Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.
Description
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
API Access
Has API
API Access
Has API
Integrations
Brevo
Drake Tax
Google Calendar
Karbon
Lacerte
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Stripe
Integrations
Brevo
Drake Tax
Google Calendar
Karbon
Lacerte
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Stripe
Pricing Details
$35 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ProfitSolv
Founded
2020
Country
United States
Website
mangopractice.com
Vendor Details
Company Name
Soraban
Founded
2021
Country
United States
Website
www.soraban.com
Product 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
Product 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
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning