Is Mango Practice Management right for your business?

Great, Convenient Product

Track employees time on jobs and then bill the customer with the data that is accumulated from the employees time entry.

Pros

Very simple to use but has everything you need to track your WIP and do your billing. Very user friendly layout that makes sense. Updated frequently.

Cons

As the database gets bigger sometimes it lags. When you do searches you can't search a contacts name and get the company to show up.

The only way to convey a tax return to a client.

We convey all of our tax return copies digitally through the Imaginetime Platform and feel secure that the end-to-end encryption is what our firm needed.

Pros

I really appreciate how Imaginetime (1) stores files sent to client on the cloud platform and (2) encrypts the tax return for our clients to review. We started using the digital signature option this year during tax season with relative success.

Cons

Needs more integration with softwares such as Ultratax and Quickbooks.

Good Software, still needs vast improvement- 3*** at best

When I was pricing out software and testing software pre Covid Pandemic, it was difficult to get a "Portal" style software that had ease of use for our staff as well as for our clients. It was between Imagine time and another software at the time of purchase and I went with Imagine time, however I wish at this point I had gone with the other software. Clients had big big issues with Imagine time, thought it was archaic, not user friendly, not easy to use. We had the same issue with 2 of our partners. The Message function is terrible, half the time the documents could not esign within the system in the middle of Tax Season which made using the software cumbersome. It would be ideal that data could be worked on inside the portal rather than having to be downloaded and reuploaded and ideal if items could be deleted rather than archived. We have invested a lot of time and money into Imagine Time and I hope it is still implementation stage to allow for a better result in the coming years. We are at the time that mid summer we will either decided to go to the other software and have to retrain staff and clients or hope that Imagine time creates some better links and items within the software.

Pros

I feel at this point the only pro of this is the ability that it was easy to set up, customer service was beyond, however the cons outway the pros 10 fold.

Cons

There are so many cons in this software. Ease of use, storage, Client management, signature functions not supporting the size of the file, task lists, (looks like this is now showing) being able to support many different file types, should be able to work on the files within the software ie Excel, Word, or PDF integration. My biggest complaint is the communication functions and the ease of use for the clients.

Customer Service is the best I've ever seen

Imaginetime has the most incredible technical support support team I've ever experienced with any product. I have been a user since 2004, and they have never let me down, not once. They are extremely knowledgeable, quick to help, comprehensive, incredibly patient, and will help you with whatever questions you have, no matter how many times you ask. They are also very proactive when there are updates needed due to Microsoft glitches, and work around the clock to make sure you have no service interruptions. In 17 years I have never had anything but excellent technical support from Imaginetime, it is the number one reason I recommend their software over all others. I have always felt like they are a small business where every single person you talk with actually cares that you're happy with their product and able to use it to it's full potential. I recommend Imaginetime to every CPA I know!

Pros

This software is written specifically for accounting firms. It does everything the big software companies do for a much lower price.

Cons

It can be a little complicated at times, but their online help menu covers absolutely everything with incredibly comprehensive instructions.

Imagine Time improvements

Overall the experience is good. I like having 3 different programs I need all rolled in to one. Prior, I had time keeping, portal and due date tracking software. Now all 3 of those are in one software.

Pros

Being able to email docs to a client that is encrypted.

Cons

I believe the software is new and a there are a few kinks to work out yet. Support is very eager to get it right though. We have to pay for a seat for every person who has time, vs old Imagine Time where the receptionist would enter all time for all employees. I don't like to have to log in to imagineshare to get to portal. It seems like this should be in the single log in for mango billing.