Accounting Insiders

How Accounting Firms Can Streamline Tax Season, Workflow & Payments

Episode Summary

How can accounting firms save time, reduce administrative work, and stay organized during extension season? In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Tim Sines, CPA, Co-Founder of Mango Practice Management, to discuss practical strategies for improving accounting firm workflow, practice management, document collection, electronic payments, and tax-season efficiency. Tim shares insights from both the technology and practitioner perspectives, including why spreadsheets and disconnected software can slow accounting firms down and how an all-in-one practice management platform can help firms manage projects, deadlines, documents, time tracking, invoicing, payments, and client communications. Tim also explains how Mango Practice Management helps accounting firms bring project management, document management, time tracking, invoicing, payments, and client workflows together in one platform.

Episode Notes

Learn more about Mango Practice Management: https://mangopractice.com/