Accountant solutions

Deliver a digital experience to delight clients and grow your business.

All-in-one client portal

Drive client engagement with a branded digital portal that helps clients store, track and manage their entire financial world.

Amplify your digital brand

Get a branded mobile app for your firm and give clients 24/7 access to their finances via your own digital client portal.

Grow your firm’s revenue

Discover untapped opportunities in your client base with the portal’s in-built surveys and powerful analytics designed to help you identify what clients want.

"myprosperity will be a game changer for the accounting & wealth advised industry."

Tim Munro. Director & CEO. Change Accountants & Advisors

Make tax time a breeze

Streamline the way you gather client information and data with the portal’s Digital Tax Checklist. Secure cloud storage lets clients upload receipts and automate data entry.

Get complete visibility of your client base

Stay up-to-date with clients’ financial positions and actions that need to be taken in the partner dashboard.

Turn insights into action

Bring together your clients’ finances with the portal’s live data feeds and direct integrations with leading accounting and administrative platforms.

Save time, reduce admin

The client portal helps you choose when and how to engage your clients. Request eSignatures, assign digital forms, and automate reminders and reports with ease.

Many more portal features 

Client surveys

Analytics

Fact find

Tax checklist

Request eSignatures

Branded app

Push notifications

Marketing collateral

Pre-populated Wills

Live data feeds

To-do and reminders

Staff management

Cashflow & budgeting

Wealth reports

Vehicle logbook

Receipt capturing

Campaigns

Insurance

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

Client portal available on the Apple and Google stores: