Collaborate with Clients Right Where You Work
Mango turns everyday email into a secure, intelligent hub for client collaboration. With Mango, you can integrate your Outlook and Google Workspace (G-Suite) so you can send, receive, and sign documents without ever leaving the platform. Available in Plus & Pro plans only.
All Your Client Communication in One Place
Your firm runs on email. Now Mango brings all your client collaboration into the same place. With Mango Client Communication, every client request, message, document, and follow-up lives inside the same platform you use to manage your firm. No more inbox chaos. No more switching tabs or apps.
Stay in your inbox.
Send files securely, request eSignatures, and manage conversations directly from Outlook or Google Workspace.
Keep everything synced.
Every message, file, and signed document is automatically stored on Mango’s 256-bit encrypted servers for complete visibility and compliance.
Boost productivity.
Focus on client work instead of switching between tools. Mango keeps communication efficient, traceable, and organized.
Connect your Outlook, Google Workspace, or IMAP email account directly in Mango and get started in minutes.
Email, Workflow, and Client Work Perfectly Connected
Bring clarity and efficiency to your firm. Mango makes it easy for clients to send files, sign documents, and check project progress directly through email. There are no logins, portals, or extra steps.
Email-based collaboration:
Let clients send and receive documents securely from their inbox without needing third-party platforms.
Instant visibility:
Get real-time insight into when files are viewed, shared, or signed within Mango.
Consistent experience:
Reinforce your firm’s branding and professionalism across every client interaction.
Keep your team aligned, reduce response delays, and give clients a seamless experience every time.
Why Firms Need Centralized Communication
Built to simplify your firm’s daily communication, Mango’s Client Communication tools combine flexibility, security, and scalability in one intuitive interface.
Unified email configuration.
Manage all connected accounts in one place under Settings. Mango supports Google (GSuite), Outlook, and IMAP with provider-specific guided setup.
Granular permission controls.
Control exactly who can access email content with workspace or user-level permissions like Metadata-Only, Subject-Line-Only, or Full Access.
Enhanced security and privacy.
Keep communications compliant with 256-bit encryption, domain blocklists, and user-specific visibility settings.
Advanced usability.
Manage accounts, track sync statuses, and view mail activity with intuitive navigation, sorting, and breadcrumbs.
Scalable collaboration.
Built for teams of every size, Mango supports shared mailboxes, multi-user permissions, and blocklist management to fit complex firm structures.
Mango’s Client Communication feature eliminates the back-and-forth by placing every message in the context of the work you’re doing. One platform. Zero confusion. Total visibility.
The Benefits Your Firm Will Feel Immediately
Less Context Switching
Reduce wasted time jumping between Outlook, Gmail, and your practice management system.
Faster Client Response Times
Organized communication means no buried emails and no missed follow-ups.
Better Team Accountability
See who’s responsible, what’s been responded to, and what’s overdue — all without forwarding chains.
Stronger Client Experience
Clear communication leads to smoother projects, faster turnaround times, and happier clients.
Connected to Your Ecosystem
Mango integrates seamlessly with the accounting tools that power your firm, from QuickBooks and Lacerte to UltraTax and ProConnect.
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Outlook
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Secure Send & eSignature plugins let you send files, track signatures, and manage collaboration from your inbox. |
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Google Workspace
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Full Gmail integration for sending files, assigning emails, and collaborating directly in Mango. |
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QuickBooks
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Real-time sync for invoices, clients, and payment data. |
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Lacerte
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Easy document linking and client record access. |
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UltraTax
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Import and manage client data seamlessly within your workflows. |
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IMAP Providers
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Connect additional email providers like AOL, iCloud, or Yahoo using manual or guided setup. |
Centralize Your Client Communication Today
See how Mango simplifies client collaboration so your team can stay focused on high-value work.