Document Management Software for Accounting Professionals

All your important business documents in one place. Easy for you to manage, convenient for your clients to access.


Discover Cloud-Based Document Management to Optimize Every Workforce Hour

Mango's Document Management Program works seamlessly with MangoShare. Request documents, share files, and obtain eSignatures securely by email.


Fast and Flexible Ways to View Documents


Built-in document preview

See how your document looks for your clients without ever leaving the page. Our intuitive document previewer lets you quickly see a large view of your document.


Control team member and client email notifications

Email Notifications are powerful! Create your own customized HTML email templates to be assigned at every folder level. Notify a client automatically when a document is uploaded to a folder.  Upload a tax return and the client will be automatically notified to review it in the Client Portal. Select Users to be notified if a client or team member has uploaded documents.

Granular Permissions for Secure Collaboration

Folder Permission Profiles allow you to control which team members have access at every folder level. You also have complete control over folders to share in the client portal for your clients to have Read and Download/Upload access.


Templates to Speed Up Your Work


Beautiful HTML Email Templates

You are in charge of how your email notifications look and can add personalized messaging with custom fields. Email templates can be assigned to any folder at any level. Notifications allow you to streamline communications automatically based on an upload or download event.


Create Client Folder Templates

Assign folder templates at the client level, or in batch to clients with optional filtering while maintaining all permissions and notifications.

Document Management FAQs

An accounting document management system is an industry-specific tool that allows accounting professionals to easily manage files and documents without having to resort to using antiquated management systems or industry-agnostic software options that don’t meet their needs.

When you’re looking for the best document management solution software, be sure to choose a solution that’s industry-specific and is able to integrate with all the tech tools your firm currently relies on.

No! While many document management solutions only provide bits and pieces of what you need, Mango’s project document management software provides you with access to a wide range of document management programs.

From tools that will help you with everything from document sharing and keeping current business documents organized to archiving old documents for easy retrieval, Mango has you covered.

For accounting professionals, Mango stands out as the most efficient, reliable, and user-friendly document management program. Our document management solutions were made by accountants for accountants. As a result, our clients benefit from the best document management system that’s tailored to their unique needs.

Yes! Mango’s cloud-based accounting practice management software provides a wide range of robust tools for accounting and tax professionals aside from DMS software that helps with document management.

Our comprehensive practice management solution can help your accounting firm increase efficiency and save time with tools like:

  • Workflow automation
  • Client relationship management software (CRM) for accounting practices
  • eSignature and file-sharing software
  • Document archiving software
  • Time and billing software
  • Reporting and analytics
  • Project management software