Project Management Software for Accountants

Unlike generic tools, accounting project management software integrates with workflows, time tracking, billing, and client communication — all of which are essential for CPA and bookkeeping services.

Yes, with Mango’s accounting project management tool, you can use time-tracking features and assign budgets to track efficiency and help your project managers establish a more accurate value basis for projects and processes performed at your accounting firm.

Yes, with our project management tool, a specified per-client task can be tracked, and each one can have its own unique start date and due date, making it easy to track project progress for one-off tasks and allowing for more effective project management.

The Deadline Notification Screen in our project management software provides a list of process steps and task dependencies from any task assignments you may receive. These task assignments can be based on days before the task due date or based on the completion of the previous step, and makes managing workflows and tracking project progress a snap.

Yes! Mango’s project management software gives you the freedom to integrate a variety of software solutions with our project management tool. Use your email, bookkeeping, and tax software within Mango and say goodbye to extra manual processes—like double entry and switching back and forth with multiple tools at once—so you can move towards simpler, more user-friendly project management strategies.

Yes! Mango’s accounting software provides a wealth of tools that can help your accounting team with resource management, payroll management, project billing, project accounting, managing multiple projects, client communications, managing project timelines, and increasing operational efficiency.

Your professional services firm can benefit from these great tools:

• Document Management Tools that organize critical documents and let you access them from anywhere, anytime, ensuring that nothing ever gets lost in a filing cabinet.
• Time and Billing Solutions that enhance your accounting operations by ensuring all time is tracked accurately and clients are billed correctly.
• Client Communication Tools that allow you to easily handle client requests and keep clients informed, all from an easy-to-use client dashboard.
• Payment Solutions that facilitate financial management and increase your cash flow while making things more convenient for your clients.
• Reporting & Analytics that generate data for financial analysis, project planning, and resource allocation so you can make informed decisions.

Unlike other accounting software solutions with a steep learning curve, the best project management software allows accounting firms to get the job done with just a few clicks of a button.

You'll never have to worry about your team getting lost when using Mango’s accounting firm software for accounting operations.

Our project task management software gives you an edge with project management by allowing you to see important due dates on your display on screen or in printed reports, filtered and sorted by many options with custom fields to get to the specific data set you wish to view and track project progress.

With Mango’s accounting project management software for accountants, managing projects is easier than ever before for partners, staff members, and accounting project managers.

With Mango’s accounting project management software, you can update statuses directly from the Deadline Notification screen or from the individual client’s Manage Edit Deadlines screen. You can tag process steps as “in process” or “completed,” as well as enter notes into the system associated with those items to make tracking project progress easy and convenient for your team.

Accounting project manager jobs are challenging, and while there are many accounting project management software solutions out there for businesses of all types, and even some limited free project management software, it’s important to choose the right project management software—a tool that’s been designed with accountants in mind.

From solo accountants to in-house teams to large accounting practices, Mango’s robust platform was designed with the specific needs of all professionals in the accounting industry. All the features in Mango’s project management software for accountants make it a one-stop shop for accountants.

Key features of Mango’s PM software allow your team to:

• Use time tracking effectively to ensure you and your project manager are aware of the time spent on each task
• Generate insightful reports that show you how to optimize your team’s time
• Manage work more effectively, save time, and improve productivity
• Communicate with clients efficiently using project management software with client portals
• Make document management more efficient with less risk of human error
• Easily create invoices from tracked time
• Track task assignments for your team to manage workflows, assign task dependencies, and ensure every task is completed on time.
• Monitor progress on simple and complex projects from start to finish