Leading client portal technology
#1 client portal for accountants and advisers

All in one client portal

Grow revenue

Choose technology that does the heavy lifting for you, so you can concentrate on what you do best and achieve scale.

Enhance practice efficiencies

Drop the clunky systems and manual data handling, and streamline your workflow to the maximum.

Promote your digital brand

Give your clients the seamless digital experience they expect and advance your firm with a digital focused strategy.
For accountants
With the help of innovative tools, you’ll discover new opportunities within your client base and maximise efficiencies.
For advisers
With the help of powerful features and tools, you’ll be able to maximise efficiencies and scale your client engagement.
Features
Learn more about our solutions for accountants and advisers.
Testimonials
Find out why hundreds of firms and over 35,000 households use myprosperity.
Features for you and your clients

Branded mobile app

Promote your services via your own branded wealth app that will be available for download by your clients from the Apple App Store and Google Play.

Digital Tax Checklist

Choose from our expertly designed digital tax checklists and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.

Digital Fact Find

Choose from our expertly designed digital fact finds and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.

Household P&L

Help clients stay on top of their finances by linking their bank accounts, loans and credit cards to see live data feeds across all entities.

Household balance sheet

Set clients up with their own balance sheet that is synced to live data feeds across all accounts, property assets and liabilities, to maintain a real-time view of their entire financial position.

Document signing

Use our in-built electronic signatures feature or any of our integration partners’ to allow clients to digitally sign important forms, anywhere, anytime and from any device.

Improve your firm’s workflow efficiencies with technology
Watch and learn how our most successful partners are harnessing technology to power up their businesses.
Our extensive ecosystem of leading integrations

Unlock the most powerful client portal solution with myprosperity and Xero.

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