Client Portals extend your reach and overall efficiency. Get paid faster and share documents.
Empower clients to make payments conveniently in the portal. Accept Credit Card or ACH payments. STOP sending emails with sensitive documents! Now you can store documents securely with automatic email notifications to your clients.
Increase your productivity with Client Portals!
Take the Pain Out of Getting Paid!
Offer clients account visibility anytime, anywhere with 24/7 Self-Service Access
Client Portal
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Custom Branded Client Portal
Your clients will see your firm name when logging into the client portal.
Simple and Secure
With SSL encryption all credit card transactions are securely processed. Allow clients to update and change credit card files. Optionally allow editing of client bio information.
Modernize Your Practice
Allow clients to review open invoices. Invoices can be previewed, printed and selected for payment. Partial payments are allowed. Receive email notifications when payments are made in the portal.
Cash Receipts Processing
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Multiple Payment Types
Annotate what type of payment was received. Ability to handle Credit Memos and print the Credit Memo.
Advance Payments/Retainers
Receive advance payments and apply during Manual Invoicing or in Cash Receipts Entry.
Credit Card Processing
If credit card processing is activated, credit cards can be processed during cash receipts entry.
Features that will change
the way you manage your business
Invoicing
Professionally designed invoices. Print or Email in batch.
Time Tracking
4 easy-to-use tools to track time better and STOP giving away time!
Engagements
Gain valuable insights to managing your practice and boost performance.
Reports Center
Practice management reports to analyze better performance better.
Scheduling
Firm-wide scheduling with email notifications. Google and Outlook integrations.
Dashboards
Dashboards that boost productivity and tell a story. Key informatin at a glance.
Client Portal
Let clients pay at their convenience. Share documents with clients.
Documents
Securely store documents and share with your clients. Email notifications.
Due Dates
The ultimate in Due Date Management. Never miss a deadline again!
Client CRM
Get a 360 degree view of all your client information. Find what you need quickly!
Client Portals are a big deal! Swing into action.
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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301-663-4092
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