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Canopy vs Mango Practice Management

Canopy vs Mango Practice Management

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Overall Rating
4.5 (223)
3.9 (54)
Ease-of-Use
4.5 / 5
3.8 / 5
Value for Money
4.2 / 5
3.9 / 5
Customer Support
4.4 / 5
3.9 / 5
Functionality
4.3 / 5
3.7 / 5
Last Review Written
June 7, 2024
January 27, 2024
Pros/Cons
  • Pros

  • I love how user friendly it is. I love how easy it has allowed me to automate tasks etc. I can see why other Accountants love it.
  • I love that Canopy had the ability to help me route my tasks properly and productively. I also LOVE that there is a firm facing iOS app.
  • Our office LOVES Canopy!!! We love how user friendly it is and they have great customer service.
  • Cons

  • The company consistantly made promises that they were unable to uphold. Pushbacks on product releases that we desperately needed, and no refund for their mistakes.
  • Horrendous, clunky design makes it very ineffiecient, and the reporting is practically non-existent.
  • I've had trouble using the transcripts feature - possibly user error. Found it somewhat easier to call IRS and get the transcripts.
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  • Pros

  • We appreciate how it flows and accomplishes so much with ease. There is definitely a learning curve, but that is common with any seriously good software.
  • 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.
  • Overall, I feel this has been a great product for us. It is awesome to be able to get files quickly and securely from my clients without using email.
  • Cons

  • Current support for Mango Billing is horrible. It took support 4 months to get back to us about an import error that we experienced at the beginning of tax season.
  • You can email, attempt calls, leave messages... they're going to say their working on it but then never tell you what the problem is and why it's taking so long.
  • We were 'forced' due to a change in staff to implement before we really wanted to convert - but it would have been foolish to train new staff on OLD ImagineTime and NEW Mango.
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Pricing Range
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$
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$
Product Demo & Screenshots
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos