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THE BETTER ENGAGEMENT LETTER CHECKLIST

Download "An Accountant's Guide to Crafting a Rock-Solid Engagement Letter" Today!

What's Inside?

An “engagement letter” is the point in the sales process when the rubber truly hits the road. When done well, an engagement letter allows you and your client to become aligned on any terms, objectives, services, and stipulations before starting to work together.

In this checklist we will take a deeper look at an engagement letter's two key elements: the content and the workflow.

Ensure you have the 6 content elements every letter should contain, along with a better way to manage the engagement letter process and kickstart an amazing client experience.

Download The Better Engagement Letter Checklist today.

Download the Better Engagement Letter Checklist

Accounting Practice Management Software

For those who bill by the hour, time literally is money. If you’re not keeping track of every minute your staff spends resolving client issues, you’re letting profits fly out the window. Mango's time & billing software helps individual accountants and whole CPA firms track their time efficiently and accurately.

Say goodbye to spreadsheets, sticky notes, and the backs of receipts—just start a timer on your phone, tablet, or desktop, and get an accurate time log that can be instantly converted into an invoice.

I just wanted to take this opportunity to say that I think Mango Billing is a first-rate program. Your updates are very good and useful.  Your open-mindedness to add features based on suggestions from users in the trenches is both refreshing and a tremendous asset to the program.  After years of frustration wondering why the likes of Intuit, Creative Solutions (Thompson Reuters), and others wouldn’t be willing to listen to their users (despite proclaiming they do for PR), I love that you are proactive in that regard.

Daniel Bengio - Daniel Bengio, CPA, PA 

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Focus On Your Work, Not On the Clock

Whether you’re at your desk or out and about, time entry has never been so simple. Use our time and billing software to simultaneously run timers, record multiple time entries in one screen, and automatically convert appointments into time entries. 

Mango's easy-to-read reporting feature lets you view a comprehensive breakdown of your hours so you know at a glance exactly how long tasks take. Administrators can view what the rest of the team is working on, too, and spot any potential bottlenecks before they become big issues.

Our CPAs time and billing software lets you review daily and weekly time summaries for all staff members, contractors, and consultants, so you always know your firm’s output and financial status. And once the work’s done, you can easily generate a professional, branded invoice with just a click.

  • QuickBooks Integration Tool: Imports client data into Mango, or exports Mango data to Quickbooks.
  • Client Relationship Manager (CRM): Allows users to create custom labels, envelopes, letters, lists, and filtered emails.
  • Credit Card Processing: Allows your firm to securely process ACH/credit card transactions with an easy click-to-pay link.
  • Tax Software Integration: Allows users to import invoices and payments from Lacerte, UltraTax, ProSeries, Drake, and ATX tax programs.
  • Mobile Time Entry App: Allows you and your employees to track time on the go.

Key Features of Mango Practice Management Time and Billing Software

Calendar

Due Date Tracking

Mango's simple, intuitive tax due date calendar helps you stay ahead of important tax deadlines and avoid late fees.

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Time and Billing Software

Say goodbye to spreadsheets, sticky notes, and the backs of receipts—just start a timer on your phone or computer, and get an accurate time log that can be instantly converted into an invoice.

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Client Portal Software

The latest breakthrough in practice management software: A secure client portal your clients will actually use.

Reporting

Reporting & Analytics

Mango's firm performance software for CPAs provides comprehensive, yet straightforward dashboard reports, so you always know exactly where your firm stands in terms of profitability.

Download the Better Engagement Letter Checklist

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Top-Rated by Mango Customers

"...One of the best purchases I have made with our CPA firm; it is easy to use. You helped us from day one with the setup and if I need to call support you always get back with us quickly."

- Moore & Moore, Certified Public Accountants

"We wish we changed over...much sooner. It has improved our billing practices and our profits tremendously. We can’t thank you enough."

- Jones Sager & Co. Certified Public Accountants

It’s the best customer support I’ve ever received from a company. Love calling... Always helpful and always have the answers."

- Bazzano Rosenbloom, Certified Public Accountants and Business Consultants

Average rating for Mango Practice Management (formerly ImagineTime) is 4.4 stars on a 5.0 scale, with a total 39 reviews (8 reviews on Google and 31 reviews on Capterra).
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