Workflow Management Software for Accounting Firms

Standardize your workflows and create template projects. With our Accounting-specific workflow features, your team will never miss a beat.


Assign tasks and let team members check them off, all in one central location.

Users can access two types of tracking from the Workflow Management setup screen: “Basic Task Tracking” and “Advanced Workflow Setup.” Below is more information about each option.


Basic Task Tracking

The Basic Task Tracking option is ideal for small, local firms that only need to track simple, one-step tasks. The feature allows users to:

  • Track whether client information was received; the task’s inception; and the task’s completion
  • Manage main tasks via the Calendar, Notification Screen, or Main Deadline Management screen
  • Assign individual staff members and client partners to a main task
  • Schedule recurring main tasks to be set up automatically

Detail Tracking

If your firm requires more intricate tracking of smaller sub-tasks, you can create and manage them by choosing the “Advanced Workflow Setup” option. This feature is only available to those who purchase our Workflow Management Software. Our detail tracking feature allows users to:

  • Create smaller detail steps (sub-tasks) within main tasks
  • Assign sub-tasks to individual staff members
  • Assign each sub-task a start date; in-process date; completion date; and time budget
  • Characterize each sub-task as hierarchical or independent

The Workflow Management Software module can be integrated with our Time and Billing Module so that administrators can compare time budgets to actual hours spent.


Workflow Module

The optional workflow module gives you the added ability to track specific work assignments necessary to complete a main task. You can create generic steps for all tasks; or customize different subtasks for groups of main tasks.

Interactive Due Date Tracker

The interactive due date tracker lets you check the status of any task with a click. You and your team can stay ahead of the curve with visual representations of deadlines, personalized notifications, and seamless collaboration.

Streamline your accounting practice with software

Find out more about Mango Project Management software below.

Workflow Management Software FAQs

Workflow management software automates workflows, eliminates repetitive tasks, streamlines resource planning, improves project management, and enhances team collaboration.

The best workflow management tools will provide business owners, project managers, and employees with solutions that make it a snap to manage projects from start to finish.

Mango’s workflow management software for accounting firms standardizes and optimizes business processes specific to accounting practices.

Our software stands out from other workflow management tools by offering accounting-specific features like basic task tracking and an advanced workflow setup, ensuring you can efficiently manage your tasks, deadlines, and client information. It also provides in-depth reporting and analytics capabilities, helping you make informed business decisions.

In short, our workflow management solution is designed by accountants for accountants. You can rest easy knowing that when you work with Mango, you’re working with a workflow solution that was created with your business operations in mind.

Mango’s workflow management platform enables you to automate repetitive processes with a task tracking and automated workflow setup that allows you to:

  • Create customized workflows
  • Schedule recurring tasks
  • Manage sub-tasks with detailed information

Absolutely! Mango’s workflow management tools integrate with a wide range of accounting firm tools. These integrations allow you to eliminate manual tasks and reduce friction in workflows. For example, Mango integrates closely with time and billing tools to track specific work assignments related to your main tasks. This functionality ensures efficient project management for your accounting firm.

To foster team collaboration and keep your staff on point, our software provides collaborative workflow management features that make it easy to keep everyone on the same page. Your accounting firm can improve workflows with collaboration tools like:

  • Interactive due date trackers and a user-friendly interface to make sure your team gets tasks done on time.
  • Optional workflow modules that allow you to create customized workflows and optimize existing workflows.
  • A centralized dashboard for enhanced collaboration that allows your team to easily visualize tasks and stay on top of multiple workflows.
  • Advanced workflow setups that allow you to assign sub-tasks to individual users and track progress.

With the key features of the right workflow management tool on your side, dealing with daily task management and multi-step workflows will be as easy as opening your browser.