Document Management That is Fast, Secure, and Easy

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

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Discover cloud-based document management to optimize every workforce hour

Mango's Document Management System works seamlessly with MangoShare. Request and share documents, and request eSignatures securely by email.

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Fast & flexible ways to view documents!

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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.

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Control Team Member & 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 automatically the client will be notified to review the tax return 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 team member permissions at every folder level. Additionally, you have complete control over folders to share in the client portal for your clients to have Read and Download/Upload access.

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Templates to Speed Your Work

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Beautiful HTML Email Templates

You have complete control of how your email notifications look and 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.

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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.