myprosperity
Enhance your practice with an all-in-one client portal. Collaborate with your clients across all aspects of their financial lives while eliminating data double-handling.
- Category: Client Portal
- Regions: AU & NZ
- Product Integrations: APS Software
myprosperity overview
MyProsperity is a leading client portal solution to make it easier for accountants and advisors to collaborate with their clients across all aspects of their financial lives. By connecting myprosperity directly with APS Practice Management, firms will gain more functionality in the one platform. Client details in APS are automatically synced with myprosperity.
myprosperity key features
Easily create checklists
Use checklist templates or create your own to streamline jobs such as tax return.
Automate reminders and assign to-dos
Ditch the email back and forth and always be on the same page as your clients with tailored automated reminders.
Finish jobs and get paid faster
Get complete oversight of your outstanding tasks and process jobs more efficiently.
Digital signatures
Fast-track manual print and sign processes and enhance your client experience with digital signatures.
Invite stakeholders to collaborate
Create a Room for any job your client needs done and invite them, your team and even external stakeholders e.g. lawyers, brokers to collaborate.
Identify new opportunities
Understand your clients’ financial needs and wants with Configurable Surveys and identify opportunities to offer additional services.
Connect to myprosperity and automate the gathering of information.
For all your accounting practice needs
Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice. Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.