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 access documents without having to resort to using antiquated management systems or industry-agnostic document management software options that don’t meet their needs.
When you’re looking for the best document management software solution, be sure to choose a solution that’s industry-specific and is able to provide seamless integration with all the tech tools your firm currently relies on.
No! While many document management software 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.
We provide tools that will help you with everything from document sharing and keeping current business documents organized to archiving old documents for easy retrieval, Mango’s document management software has you covered.
Our effective document management solution comes with advanced features that will help you:
- Edit and correct documents based on previous versions or new information to ensure all your documents are up-to-date instead of dealing with the hassle of paper-based processes
- Upload files with ease to take the pain out of file management and document storage
- Access your work from multiple locations with mobile apps or mobile devices with internet access
- Easily digitize paper documents and free up space with cloud storage
- Locate important documents in a snap and ensure that everything is up to date
- Automate routine tasks so you can get back to work on high-value projects
- Protect sensitive documents to ensure compliance with built-in security features like data encryption
- Ensure that nothing gets lost during edits with version control and access controls for project managers
- Streamline your document workflow with collaboration tools and a user-friendly interface
Say goodbye to juggling tools like Microsoft Office and Google Drive to get the job done. Switch to a solution that gives you the power to handle all your processes from one convenient platform.
For accounting professionals, Mango’s document management systems stand 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 whether they’re large firms or small businesses.
Mango’s document management platform offers a myriad of benefits for file management that enhance efficiency and productivity at your firm.
One notable advantage is the ability to manage multiple documents. Our platform provides a centralized hub where you can store, access, and update multiple documents, improving your record management processes.
Mango can also help to streamline the handling of signed documents by creating a secure and accessible central repository for important agreements. By centralizing your signed documents, Mango ensures that documents are easily retrievable whenever you need them.
Managing files on our cloud-based platform goes beyond basic storage—our features help organize documents with version control, the ability to access multiple file types, and other collaborative editing tools. Your team can work on shared documents while maintaining a structured and coherent filing system.
Yes! Mango’s secure client portal provides your firm with secure file-sharing capabilities. Our user-friendly interface allows your clients to quickly locate their files and send documents.
With our eSignature software, your clients can sign and send documents with the click of a button, reducing the time you’d normally spend chasing down signatures.
As opposed to outdated file systems and paper-based processes, our secure client portal provides you and your clients with bank-grade security features and access controls that ensure that nobody without authorization will be accessing files on the platform.
Yes! Mango’s cloud-based accounting practice management software provides a wide range of robust document management tools for accounting and tax professionals aside from DMS software that helps with document management.
While many document management services only provide document management tools, Mango’s 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
Whether you’re looking for document control software to easily access your documents and aid with document creation or tools to keep your accounting firm’s business processes moving in the right direction, Mango has the tools you need to succeed.
Try Mango Today
Ready to ditch the file cabinets and outdated document management processes? Experience our software in action and see how Mango can enhance your efficiency and profitability.
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