Accounting Firm Workflow Management Software
Streamline work, eliminate bottlenecks, and deliver consistent, predictable results with workflow management software built for accounting teams.
One command center for your firm
Mango Practice Management is purpose-built accounting firm workflow software that helps teams stop reacting and start planning. Instead of managing work with ad-hoc lists and disconnected tools, Mango centralizes everything — tasks, clients, deadlines, documents, communication, and billing — into one efficient platform.
Basic Task Tracking
The Basic Task Tracking option is ideal for small, local firms that only need to track simple, one-step tasks.
- Track whether client information was received; the task’s inception; and the task’s completion
- Manage tasks from familiar views: Calendar, Notification Screen, or Main Deadline Management
- Assign individual staff and client partners to a main task
- Schedule recurring tasks (monthly closes, quarterly filings, annual returns) so they appear automatically
It’s the fastest way to move off spreadsheets and into a reliable, repeatable system.
Detail Tracking
Advanced Workflow Setup (Detail Tracking) is perfect for: growing firms, multi-step engagements, and complex reviews. When your work has a lot of moving pieces, such as prep, review, client requests, and final sign-off, Detail Tracking gives you granular visibility.
- Create smaller detail steps (sub-tasks) within main tasks
- Assign sub-tasks to the right person (staff, senior, manager, partner)
- Track each sub-task with a start date, in-process date, completion date, and time budget
- Mark sub-tasks as hierarchical (must be done in order) or independent (can be done in parallel)
You’ll see exactly where bottlenecks occur—prep, review, or client follow-up—so you can rebalance work before deadlines slip.
Workflow Module
The optional workflow module gives you the added ability to track specific work assignments necessary to complete a main task. You can create generic steps for all tasks; or customize different subtasks for groups of main tasks.
Interactive Due Date Tracker
The interactive due date tracker lets you check the status of any task with a click. You and your team can stay ahead of the curve with visual representations of deadlines, personalized notifications, and seamless collaboration.
How Accounting Firms Use Workflow Management Software
Accounting workflow software supports many types of work across the firm:
- Tax Workflow Templates: Standardize the steps in individual and business tax preparation.
- Monthly Close Workflows: Track routine month-end tasks, reviews, and deliverables.
- Bookkeeping Projects: Organize recurring bookkeeping tasks and streamline client deliverables.
- Client Onboarding & Offboarding: Ensure a smooth and professional start and finish to every client relationship.
- Engagement Management: Coordinate tasks, deadlines, and deliverables across team members.
It’s the fastest way to move off spreadsheets and into a reliable, repeatable system.
Streamline Your Accounting Practice
Find out more about Mango Practice Management software below. Together, these tools give you one integrated environment to manage work, time, docs, and client communication.
