Keep Your Firm Efficient with Capacity Planning

Create profitable budgets. Prevent staff burnout. Stay on target with every client. Prepare your team for every season with Mango’s capacity planning dashboard.

Keep Your Firm Efficient with Capacity Planning

Why Capacity Planning Is the Smart Move for Your Accounting Firm

In the world of crunching numbers, capacity planning is the secret formula that ensures accounting firms thrive even as demand shifts throughout the year. Effective capacity planning helps accounting firms meet client needs without overloading resources, missing deadlines, annoying clients, or exhausting staff.

Ensure your firm's success with Mango Practice Management's planning tools today.

Advanced Client Engagement Budgeting

Are you busting your scope on every project? Advanced client engagement budgeting features in Mango allow you to:

  • Better allocate resources with a clear view of the needs of each project
  • Easily assign staff to each client with the Drag N Drop Dashboard
  • Cover all your bases with robust task management features
Advanced Client Engagement Budgeting
Staff Capacity Management

Staff Capacity Management

Understanding your staff as a resource means you have the support to care for every client. Mango’s capacity planning dashboard gives a granular look at your staff’s budgeted hours, gaining insight into task due dates and budgeted time by task and project.

New Capacity Planning Dashboard

Unlock flexibility and responsiveness with Mango’s capacity planning dashboard. Adapt to increases and decreases in demand with features that allow you to:

  • Create budgeted staff time at the project and task levels to manage team capacity
  • Quickly reassign tasks to another staff member, rearrange due dates, and more on Mango’s Drag N Drop Dashboard
  • Click into projects for comprehensive details on projects and tasks
New Capacity Planning Dashboard
Visual Task Management

Visual Task Management

You don’t need a spreadsheet to track tasks and assignments. Mango’s visual task management capabilities put the spotlight on valuable information. Quickly gain a holistic understanding of all the work in your firm’s pipeline, visualizing bottlenecks and shortages before they become a problem.

Task Reassignment and Due Date Management

During the busy season, tasks are anything but static. Adapt to client needs without batting an eye. Mango Practice Management’s capacity planning helps accounting firms:

  • Assess and rearrange tasks and due dates in seconds to prevent staff overload
  • Track and manage their staff’s due dates with visual tools
  • Reveal bottlenecks that prevent client work from moving forward
Task Reassignment and Due Date Management
Detailed Project and Task Insights

Detailed Project and Task Insights

Dive into the details and gain the insights your firm needs to adapt effortlessly. Capture information like how many assigned tasks have been completed, who’s the most productive, and how long tasks are taking.

The result: better-planned projects and reduced staff burnout.

Task Completion Tracking

Stay ahead of the curve, no matter how busy your firm is. Mango Practice Management’s capacity planning features help your firm:

  • Hit every deadline with dynamic task due date features
  • Assess who is falling behind and reassign tasks accordingly to ensure they’re completed
  • View tasks due today and check in with staff to ensure they can complete their to-do list
Task Completion Tracking
Plan for Your Accounting Firm’s Success with Mango’s Capacity Planning Tool

Plan for Your Accounting Firm’s Success with Mango’s Capacity Planning Tool

Take the mystery and stress out of staff management. Mango’s capacity planning dashboard creates a visual space to fully understand and allocate staff capacity through granular data at the project and task level.

Integrate Mango Practice Management’s capacity planning tool into your workflows to elevate your client engagement and perfect staff management.