Discover how Mango Billing’s cloud-based document management can optimize every workforce hour
Business happens everywhere in today’s environment. Document management for businesses that need their information secure, compliant, usable and accessible — from any device, any time, anywhere.
Mango Billing takes security seriously!
protects data transfers between your computer and the server. While your documents are at rest
on the cloud server all data is encrypted and behind a certified firewall.
User documents are stored on Amazon S3 data centers located in the US.
Fast & flexible ways to view documents!
Slide-Out Document Viewer
Right-Click your document and select Preview to quickly see a large view of your document in the slide-out viewer.
Document Viewer Pane
To get a snapshot of your document open the Document Viewer Pane and documents will be displayed as you selected them.
Secure collaboration for every team member in your organization
Folder Permission Profiles allow to control team member permissions at every folder level. Additionally, you have complete control over folders to share in the client portal for your clients to have Read and Download/Upload access.
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 automatically the client will be notified to review the tax return in the Client Portal. Select Users to be notified if a client, or team member has uploaded documents.
Create beautiful HTML email templates with custom fields
Create folder templates once and duplicate to clients
Streamlined workflows to save time maintaining folders structures. Document types supported are PDF, JPEG, TIFF, XLSX, DOCX, DOC, XLS, CSV, TXT, BMP to name a few.
Set permissions and notifications once based on your organization requirements. Duplicating templates to clients will maintain all profiles and can be changed at the client level.
Powerful Document Management Features
With a single click send password protected attachments.
Ensure consistent layout with predefined templates. Easily edit folder names.
Documents are encrypted in transit and at rest on the cloud server.
We can handle pretty much any file type in our document viewer.
Permission profiles can be established at the folder template and client level.
Feature rich HTML editor to control the look and messaging.
Choose which folders to make available to clients in the portal.
Share documents with team members and clients in the Client Portal.
Easily assign folder templates to clients with our batch utility.
Easy Drag N Drop
Drop multiple files in the drop zone for fast uploading.
Custom email notifications at the folder level for Upload/ Download events.
Easily print documents to your local printer.
Features that will change
the way you manage your business
Professionally designed invoices. Print or Email in batch.
4 easy-to-use tools to track time better and STOP giving away time!
Gain valuable insights to managing your practice and boost performance.
Practice management reports to analyze better performance better.
Firm-wide scheduling with email notifications. Google and Outlook integrations.
Dashboards that boost productivity and tell a story. Key informatin at a glance.
Let clients pay at their convenience. Share documents with clients.
Securely store documents and share with your clients. Email notifications.
The ultimate in Due Date Management. Never miss a deadline again!
Get a 360 degree view of all your client information. Find what you need quickly!
Document Management. Fast, Secure & Easy!
No credit card required
At Mango Billing we are inspired to provide the best time and billing software for CPA’s, Consultants, Lawyer’s and other businesses. Our passion for creating practice management solutions started in 1994. We would love to hear from you!
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