Accounting beyond tax

Because accounting is more than just tax

Accounting beyond tax

Because accounting is more than just tax

“I am convinced that myprosperity can really power the transformation of the client/public accounting relationship.”

Andrew Conway  CEO, Institute of Public Accountants

“I am convinced that myprosperity can really power the transformation of the client/public accounting relationship.”

Andrew Conway  CEO, Institute of Public Accountants

Your clients, your business, your brand

Your customers will love having their entire financial world in one place. From assets to liabilities, they’ll get a complete view of their net worth.

  • Cashflow & budgeting tools make it easy for them to see where their money is going.
  • Clients can also set financial goals and track their success.
  • By providing your customers with a secure location to upload all their important documents, you’re giving them ultimate peace of mind.

myprosperity helps you keep your clients’ data secure and organised so you can spend less time on administrative tasks and more resources on growing your business.

Dedicated account managers
and tech support

Branded promotional materials to help
you promote your wealth portal

Landing page, blog posts, and marketing
guidance from industry experts

Tax time like you’ve never seen it

If you’re still sending your clients a tax checklist, you can do better.

The myprosperity Tax Assistant is a dedicated wizard that helps your clients gather everything you need to submit their tax return.

  • They can update their income, properties, and deductions.
  • They can also attach supporting documents like receipts directly to the wizard.
  • And once completed, the Tax Assistant will generate a tax summary in your adviser portal which you can use to prepare their tax submissions.

Best of all, the wealth portal’s To-do functionality allows you to set recurring reminders so you can get the information you need with minimal chasing.

myprosperity integrates with a variety of industry leading platforms so you can have all the data you need at your fingertips.

  • Xero
  • MYOB
  • Spotlight
  • BGL
  • NowInfinity

Register for a free demo and discover how we can transform your business.