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
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:
