Mango Practice Management
Mango Practice Management is an all-in-one cloud-based solution designed for accounting and professional service firms to streamline time tracking, automated billing, project management, and secure document storage.
TrustBooks
TrustBooks is a specialized accounting software designed for law firms to maintain compliance with state bar requirements through automated three-way reconciliations and simplified trust account management.
Quick Comparison
| Feature | Mango Practice Management | TrustBooks |
|---|---|---|
| Website | mangopractice.com | trustbooks.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $35/month | $79/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2018 | 2015 |
| Headquarters | Canton, USA | Charlotte, USA |
Overview
Mango Practice Management
Mango Practice Management provides a centralized hub to run your entire accounting or professional services firm. You can move away from fragmented tools by integrating your time tracking, project workflows, and client billing into a single, automated system. The platform helps you eliminate manual data entry and ensures your team stays on top of critical deadlines with automated task routing and real-time status updates.
You can manage your entire client lifecycle from onboarding to final invoicing while maintaining a secure, searchable database of all firm documents. Whether you are a solo practitioner or managing a large multi-office firm, the software scales to handle your complex reporting needs and high-volume billing cycles. By automating repetitive administrative tasks, you can focus more on high-value advisory work for your clients.
TrustBooks
TrustBooks provides a dedicated solution for managing your law firm's trust accounting without the complexity of general-purpose software. You can handle complex requirements like three-way reconciliations and individual client ledgers with just a few clicks. The platform focuses specifically on keeping you compliant with state bar rules, ensuring your records are always audit-ready and accurate.
You can easily track every dollar entering or leaving your trust accounts while maintaining a clear separation from your operating funds. Whether you are a solo practitioner or part of a growing firm, the software automates the tedious manual entries that often lead to accounting errors. It integrates directly with your existing legal tools to streamline your entire financial workflow.
Overview
Mango Practice Management Features
- Automated Billing Generate professional invoices in seconds based on tracked time and expenses to accelerate your firm's cash flow.
- Advanced Time Tracking Capture every billable minute with easy-to-use timers and timesheets that sync directly with your client projects.
- Project Management Track deadlines and assign tasks across your team with visual workflows that ensure no client deliverable falls through the cracks.
- Secure Document Management Store and organize client files in a centralized, encrypted environment with full-text search capabilities for quick retrieval.
- Client Portal Provide your clients with a secure space to upload documents, sign contracts, and pay invoices online at their convenience.
- Reporting and Analytics Gain deep insights into firm profitability and staff productivity with customizable reports that help you make data-driven decisions.
TrustBooks Features
- Three-Way Reconciliation. Generate automated reports that reconcile your bank balance, book balance, and individual client ledgers instantly.
- State Bar Compliance. Maintain records that automatically adhere to your specific state bar's strict trust accounting and record-keeping rules.
- Individual Client Ledgers. Track every transaction at the client level so you always know exactly how much each person has on deposit.
- Bank Integration. Connect your bank accounts to import transactions directly, reducing manual data entry and preventing human error.
- Online Payments. Accept credit card and eCheck payments from clients directly into your trust or operating accounts.
- Conflict of Interest Checks. Perform quick searches across your entire database to identify potential conflicts before taking on new matters.
Pricing Comparison
Mango Practice Management Pricing
- Time and Expense Tracking
- Project Management
- Invoicing and Payments
- Basic Reporting
- Standard Support
- Everything in Basic, plus:
- Document Management
- Secure Client Portal
- E-Signatures
- Advanced Reporting
- Priority Support
TrustBooks Pricing
- 1 Trust Account
- Unlimited users
- Three-way reconciliations
- State bar compliance reports
- Bank integration
- Email support
- Everything in Standard, plus:
- Unlimited Trust Accounts
- Operating account management
- Advanced reporting
- Priority support
- Custom chart of accounts
Pros & Cons
Mango Practice Management
Pros
- Intuitive interface makes time entry simple for staff
- Consolidates multiple expensive tools into one subscription
- Excellent customer support with fast response times
- Robust reporting provides clear visibility into firm health
Cons
- Learning curve for setting up complex automation
- Mobile app functionality is more limited than desktop
- Initial data migration requires careful preparation
TrustBooks
Pros
- Simplifies complex three-way reconciliations significantly
- Excellent customer support tailored to legal needs
- Intuitive interface designed specifically for non-accountants
- Seamless integration with popular practice management tools
Cons
- Limited general business accounting features
- Higher price point than generic accounting tools
- Mobile experience is less robust than desktop