Client Portal Software for Accounting Professionals

Finally, a Client Portal Your Customers Will Like and Use. Improve Your Client Experience and Make Your Work Easier.

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A single, secure place for your clients to upload files and make payments.

Stop sending emails with massive attachments and chasing down clients to get paid. With our convenient portal, you can empower clients to make payments on their own terms (while meeting your needs) and upload files without any stressful back-and-forth.

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Secure Client Portal Overview

Modernize your firm and stop chasing clients.

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Professional, Custom Branded Portal

Consistent branding is critical to putting your name out there and establishing your firm in the accounting industry. The first thing your clients will see when logging into the client portal is your firm’s name and logo. Put your name on it, not ours, turning every portal interaction into a marketing moment.

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Simple and Secure Transactions

With SSL encryption, all credit card transactions are securely processed in accordance with the latest standards. Allow clients to update and change credit card entries on their own when they log into the client portal. Optionally, you can allow editing of client bio information to allow users to update contact info and other relevant data as needed.

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Get Paid Faster for a Steady Cash Flow

Whether you’re collecting payments via credit card or ACH processing, Mango provides options and flexibility so that you can improve cash flow and reduce your accounts receivable. Standard ACH transactions take as long as three business days, but Mango funds your account the next day.

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Ditch the Filing Cabinets and Make Projects Paperless

No need to worry about printing invoices or collecting physical signatures to receive payments. Our software can take your entire billing process paperless, saving you time and cutting down on paper use. Save thousands every year on overhead fees including paper, printer ink, and toner, while lowering your environmental footprint.

Secure Place for your clients

Your clients can upload files and make payments.

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    Unlimited storage and file size

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    Self-service, which saves accountants time on resending forms from last year

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    Easy and straightforward for even clients who don’t like technology

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    Bank-level security with 256-bit encryption

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    Get notified of any client activity

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    Improve customer satisfaction

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    Custom branding

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Easy-to-Use Client Portal Software

A secure client portal is great – if your clients will actually use it.

We see a lot of accounting firms invest in fancy new software or other tools with the best of intentions, only to find it completely abandoned a few months later simply because their clients didn’t want to start using it.

Not only is Mango’s client portal user-friendly and easy to get started with, but it also comes with some of the most important features you’d expect from this kind of software:

  • Unlimited storage so that you can keep as much as you need in a client portal. You’ll be able to select your own yearly retention period so that as long as your service is active, you’ll have access to your data.
  • Mobile support so that you and your clients can access the portal anytime from any device. Even if you’re in a location without Wi-fi, you can still pull up your portal to get what you need or add files.
  • Self-service for clients. How many times have you been called or emailed by a client with a simple request that you wish they could have handled on their own? With Mango’s secure digital gateway, that wish can become a reality. Clients can check on invoices, service records, and other important details without getting you involved at all.

Bank-Level Security with Client Portal Software for File Sharing

The best portals will add convenience as well as security.

A client portal is convenient, but it doesn’t matter how easy it is to use if it can’t keep files safe. That’s why Mango’s client portal meets all legal requirements for secure document management – without adding an unnecessary extra hoop for your clients to jump through.

Mango’s client portal protects all of your files with 256-bit, bank-level encryption (the same type used by US security agencies) and our advanced firewalls.

Take the Pain Out of Getting Paid

Give your clients payment flexibility with MangoPayments processing options.

Straightforward Credit Card Processing

  • Process one-time sales, refunds, credits and voids
  • Enroll inside Mango Billing with quick approval
  • Offer Credit Card Payments in the Client Portal
  • Secure, tokenized, encrypted and full PCI compliant
  • Flat Rate of 2.99%, plus .29 per transaction

Fast ACH Processing

  • Reduce fraud and chargeback risk
  • Lower fees than Credit Card  – 75% less
  • Secure, tokenized, encrypted, and full PCI compliant
  • Convert paper checks to electronic transactions
  • Next day funding
  • 1% per transaction (up to $10 max)
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Robust Cash Receipts Processing

  • Multiple Payment Types - Annotate what type of payment was received. Ability to handle Credit Memos and print the Credit Memo.
  • Advance Payments/Retainers - Receive advance payments and apply during Manual Invoicing or in Cash Receipts Entry.

Client Portal Software Can Add Significant Value to Your Accounting Firm

  • Quick and Easy to Set Up: It’s easier than you might think to set up a simple yet powerful client portal that streamlines your workflow and gives clients greater access without increasing the hours worked by you and your team.
  • Stop Playing Phone Tag: Instead of playing phone or email tag with clients trying to get them to upload needed documents or pay an overdue invoice, your client portal becomes a helpful collaboration tool. Give the information they’re seeking on their own terms, even if it’s outside of business hours.
  • Instant Alerts: Mango’s real-time notifications not only let you know when clients completed an activity or uploaded a document, but also allow you to send gentle, automated reminders to your clients so you can get what you need sooner. 

The Time-Saving Tools Your Clients Will Like and Use Run on Mango

Innovative file sharing and electronic signature tools built for you and your clients to collaborate with ease

Frequently Asked Questions

When you’re looking for the best client portal software out there, your first choice should be a cloud-based system. Some accountants don’t trust cloud-based software and prefer to use on-premises software, but while that made sense in the early days of cloud computing when secure systems weren’t in place yet, modern cloud-based software is increasingly safer than on-premises software.  

Mango Practice Management is a cloud-based system designed by accountants for accountants. There are numerous benefits to working with cloud-based software. If you have remote employees, they can access the software from anywhere. This also means your clients can use their client portals wherever they’re at: on their smartphones while walking their dog, or on their iPad while catching up on tasks at the end of the day. They can pay you as soon as they receive an invoice in their client portal software, and you get paid in minutes instead of days. 

Other cloud-based software benefits include: 

  • All of your company’s information is in one place, so you can access what you need from anywhere for all your project management needs 
  • You won’t experience backup failures from a hard drive on the fritz because your organization’s data is stored safely behind encryptions in the cloud 
  • Sensitive data won’t be lost due to natural disasters in your area 
  • Easier to scale software tools as needed to grow with your firm 
  • 24/7 monitoring of your systems so that hackers are caught immediately before any customer data becomes stolen 

One of the best reasons to adopt client portals is to improve your client relationships. Mango’s secure customer portal software offers powerful collaboration tools to offer better communication so users can tailor their experience at your firm to meet their needs. 

  • Recurring billing: If clients don’t want to worry about paying invoices on time, they can store their payment information in the customer portal. Instead of manually invoicing them, you can automatically charge the amount owed (or the agreed-upon retainer fee) every month. 
  • Secure file sharing: A client may not want to call you with every single question that they have. Upload sensitive financial documents to the client portal with secure file transfers so they can look through them and check the status to answer their questions as needed. 
  • E-signature: It’s a hassle to have to drive to your office to sign a document or send a signed document back through secure mailing services. When you use customer portals, clients can sign documents through the portal and send them back to you in minutes. Plus, there will be no signing errors because they won’t be able to send the document back unless every area is filled out correctly.  
  • Secure messaging: Send messages and update progress through the client portal so all communication remains safe. 

 

Plus, Mango offers multiple software tools designed to improve client experience, including project management tools, document management software, task management workflows, and time and billing software. Utilize all the products you need to run your accounting firm in one comprehensive software. 

Mango takes security seriously so you can build strong relationships with your clients. We use 256-bit, bank-level encryption to secure all of your files and folders, the same encryption used by U.S. security agencies to keep top-secret files out of the wrong hands. On top of this, we use advanced firewalls to add an extra layer of protection to our cloud-based software. 

An important part of our client portal software is our e-signature functionality. To make these signatures secure and legally binding, Mango conducts an audit trail that tracks and compiles unique identifying information for your client, including: 

  • IP addresses 
  • OS and browser information 
  • Geographic coordinates 
  • Time and date stamps 

These steps guarantee that you can always validate the identity of the signer and prevent tampering. 

To top it off, our ACH processing within the customer portal is secure, tokenized, encrypted, and fully PCI compliant. We ensure that your clients feel safe storing their financial information in our client portal. 

Client portals outperform regular email every time. First of all, if you’re sending sensitive documents through Gmail or another insecure platform, you may be putting your clients’ information at risk. When you use email, you can try to encrypt it and password-protect the file, but your clients will likely forget the password that you told them (or worse, write it down somewhere and compromise the security of the document).  

A client portal is a secure place where clients can receive and send documents. They only have to know their portal password, which they control and can reset on their own if needed.  

Another concern with using email is that file sizes of accounting documents can be quite large. If you try to send it over email, it may be too big, load slowly, or say it’s loaded when really it has only sent a portion of the document. Client portals like Mango have unlimited storage sizes, so you can upload as many large documents as you need.  

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Mango’s client portal can be accessed from anywhere on our mobile apps, and you don’t need WiFi to use it. Check documents in the portal from your home, the car, or even a sporting event. You can securely share or add files and pull up documents needed to answer questions quickly for a client. Take that personal day with the peace of mind that you can handle a client crisis from afar if necessary. 

While it’s not fun to have to take a work call when you’re off the clock, sometimes it’s unavoidable. That’s why Mango’s client portal function works on mobile devices. Save pertinent financial documents and upload multiple files to the customer portal at once, so if a client is in crisis, you can answer their questions quickly and get back to enjoying your personal time. 

The client portal accepts many popular forms of payment, so your clients can choose what’s best for them. Mango accepts all major credit cards and they can link their bank accounts to pay straight from their checking or savings accounts.  

With the addition of ACH payments, you and your clients can set up recurring invoicing so that a retainer fee or other amount can be taken out of a client’s account automatically each month. Skip the hassle of trying to track down payments and offer automation through retainer invoicing to speed up the billing process. 

When you handle taxes for clients, you must comply with current state and local regulations. Mango Practice Management helps you plan in advance for changes and ensure that your firm stays compliant by using our software. 

For example, in June 2018, the state of California signed the California Consumer Privacy Act. This act required companies to reveal what data they’re collecting from California residents, if they’re selling that data to private entities, and give clear opt-out options for data sharing if people were uncomfortable with how their data was sold. 

This had a significant impact on accounting firms. They had to follow additional requirements including categorizing personal data and ensuring reasonable security practices were in place. Mango helped accounting firms prepare with our encrypted customer portal software. This made data much harder to access and protected it from being sold by websites and other businesses.  

When you use our secure client portal, you protect your clients from hackers and other nefarious sources who want to take their information. This allows you to stay compliant with standards and practices in your area. Plus, we’re always on the lookout for new laws that affect accounting firms so we can offer data security solutions to keep your business compliant. 

Mango offers multiple types of support to meet your needs in the best way possible. If you want to call with a question, you can reach our support agents by phone at 877-520-1525 ext. 2 or by email at [email protected] Our business hours are 9:00 AM to 6:00 PM (EST) Monday through Friday, and we’re closed on the weekends. If you leave a voicemail over the weekend, we’ll get back to you ASAP on Monday. 

Sometimes, you need more personalized help than just a phone call. If you need us to look at your screen while you ask your questions, you can create a meeting for a Mango technician to access your computer.  

We also offer scheduled training sessions to ensure you’re making the most of your client portal experience and the rest of the great software features that Mango offers. Stay on top of the learning curve by checking out our support site for the current list of scheduled trainings and signing up for the ones that interest you.