Partnering to prosperity: How this one technology feature paves the way to a whole new approach to finding and keeping clients

The path to growth isn’t a solitary journey. It’s a strategic collaboration that leverages the expertise of diverse professionals to propel your firm to new heights of success.

While your focus might be on your clients’ numbers, the true equation for prosperity involves the strategic partnership of accounting firms with brokers, financial advisors, legal experts, and other specialists.

myprosperity, with its clever guest access features that allow other business advisors to see the full picture of a client’s financial health, enables important collaboration. It extends your firm’s reach to create a seamless platform for professionals to support your client’s financial management.

There is also an added benefit. In fact, this benefit might well be the leading benefit. By fostering a broader team perspective on the approach to client service, it can cultivate a more expansive referral network, driving organic growth.

Here we share how to enable stronger partnerships with businesses that service similar clients. This can work to build your accounting practice and improve your client’s business.

Enhancing Service for Clients through Collaborative Partnerships

At the heart of this paradigm shift lies the profound benefit of enhancing services for your clients. By collaborating with professionals who bring diverse skill sets to the table, your firm transforms into a comprehensive financial solutions hub.

  1. Comprehensive Financial Solutions – Since professionals can engage, communicate, and strategise in a holistic manner, the client gets easier access to a comprehensive suite of services. This helps the clients receive a tailored, all-encompassing financial solution that addresses their needs comprehensively.
  2. Elevated Client Satisfaction – Rather than managing disparate interactions with multiple entities, clients have a unified and cohesive approach to their financial management. That can only lead to enhanced client satisfaction in ways that foster long-term relationships and client loyalty.
  3. Organic Growth through Referrals – The synergy of collaboration doesn’t just end with enhanced services; it extends to the realm of growth. As you partner with professionals who serve similar clients, a referral network naturally emerges.When clients experience the value of this collaborative approach firsthand, they’re more inclined to refer your services to others in their network. This organic growth can expand your client base and open doors to new opportunities to increase your firm’s reach.
  1. Positioning as a Hub of Expertise – With a diverse team of professionals working in unison, your firm becomes synonymous with expertise. Clients recognise your ability to address varied financial challenges, positioning you as a go-to hub for comprehensive financial solutions. This perception can strengthen your brand identity and enhance your market positioning, setting you apart from competitors.

  2. Propelling Each Other Forward – Collaboration breeds innovation. When professionals from different domains collaborate, their collective insights spark creativity and new approaches to solving complex challenges. This collaborative environment not only benefits clients but also propels each partner forward.

The Catalyst for Collaborative Success

myprosperity isn’t just about streamlining operations but fuelling growth through partnerships. A virtual ecosystem where professionals unite to serve clients holistically paves the way for a more profitable firm and clients. 

Book in for a demo with our team today 


Aris Liacopoulos

Head of Sales (Accounting)

Aris brings over 15 years experience in the Accounting Tech industry. His previous roles as Accountant at Webb & Co, Senior Consultant @ Banklink and then Sales and Account Management Leader at MYOB have all paved the way to his role of Head of Sales (Accounting) at myprosperity. Aris is dedicated to providing the right solution to his clients to help improve efficiencies and client experience.

Discover the Game Changer for Grimsey Wealth: A Journey with myprosperity

The Game Changer for Grimsey Wealth: A minimum of  15 minutes saved per tax return, adds up to more than 45 days saved each tax season

Key Data for Grimsey Wealth

  • Time Saved: Myprosperity saved them 15 minutes per client per tax return.
  • 46.5 Days Saved: Time saved per tax season across all clients.
  • 1500+ Accounts Created: The platform now holds 1,500 accounts from Grimsey Wealth customers.
  • 46,000+ Docs Signed: Over 48,000 documents have been uploaded.
  • 2000+ Rooms Created: Grimsey have created 2351 rooms for their clients.

The people at myprosperity are fantastic. They’ve helped us find opportunities for our business to set up our clients’ forms in ways that make it easier to talk about their accounting needs and wealth.

The Problem:

Before the implementation of the myprosperity software, Grimsey Wealth faced multiple problems, including:

  • Time-consuming tax return processes.
  • Scattered client data.
  • Data security concerns.

The Solution:

The solution to the build-up of issues Grimsey Wealth faced were solved through the following steps:

  • Transitioning to myprosperity as a central hub for streamlined operations.
  • Implementing a secure portal for document uploads and approvals.
  • Leveraging myprospertity to enhance data security whilst centralising client data.

The Results:

Through their choice to implement and consistently utilise the myprosperity software, Grimsey Wealth saw the following benefits:

  • The creation of 2,351 rooms within the platform.
  • 46,000 documents being uploaded into the system by clients.
  • Clients have gained greater control over financial information and communication.
  • Significant overall time savings in tax return preparation.
  • Enhanced professionalism and overall client satisfaction with the increased access to financial insights.
  • Improved transparency in client wealth management.

The Challenge of Inefficient Processes

For years, accountants and financial professionals struggled with cumbersome software that made collecting financial data difficult and insecure. Grimsey Wealth faced similar challenges, with inaccurate and scattered client data, leading to time-consuming processes.

This was compounded by security risks associated with old methods, prompting Grimsey Wealth to seek alternatives. The solution? myprosperity.

Montgomery Kirsz, Director of Grimsey Wealth, explains, 

“One of the main reasons we started using myprosperity was because of their digital forms; which allowed us to gather our information in a secure platform.” 

Despite having tried various platforms previously, myprosperity proved to be the long-term solution.

The Solution of Inherent Efficiency with myprosperity

The adoption of myprosperity software has had a transformative impact on Grimsey Wealth’s operations, client relationships, and overall time management. According to Kirsz, myprosperity has proven to be a game-changing solution for addressing specific challenges within the accounting and financial industry. 

In many cases, organisations grapple with the complexity of implementing new software, often sticking with outdated systems that create bottlenecks in their accounting processes. However, Kirsz commends the exceptional support provided by the myprosperity team when switching software, emphasising, 

“The people at myprosperity are fantastic.” 

One of the main reasons many organisations are implementing the software is due to their digital forms, which have improved the way clients share their financial information securely. As a result of this innovation the data collection process has become streamlined. Kirsz highlights, 

“myprosperity helped us customise the forms in a simple process.” 

The wealth summary feature within myprosperity has also played a pivotal role in empowering Grimsey Wealth to assist clients in setting and achieving their financial goals. Kirsz points out,

“They enable us to see the client’s position, which provides a brief yet comprehensive picture of a client’s circumstances.” 

For an organisation entrusted with clients’ financial information, data security is paramount. myprosperity’s role in enhancing data security by shifting away from email-based communication aligns seamlessly with many clients’ preferred methods. Kirsz affirms this, stating, 

“This offers much better security that gets away from emails. This is our preferred method.”

Moreover, the convenience offered by myprosperity extends to the client onboarding process, simplifying and expediting it. Kirsz emphasises that one of the initial steps involves sending clients a link to the portal, enabling them to upload documents and follow a digital checklist. He notes, 

“When clients come on board, my prosperity is part of the discussions. It’s always brought up from the efficiency and security point of view. It’s definitely a selling point, without a doubt.

The transformative impact of myprosperity has been both immediate and profound, as Kirsz’s insights reveal. The platform has empowered Grimsey Wealth to operate with greater efficiency while providing a higher level of service. 

myprosperity Changing the Game and Delivering Results

The adoption of myprosperity by Grimsey Wealth has yielded impressive outcomes, particularly in the enthusiastic embrace of the software by their clients. 

Over 1,500 accounts have been activated, highlighting the platform’s user-friendly design and its seamless integration into clients’ financial routines. This high level of adoption is a testament to the platform’s appeal and its capacity to enhance the overall client experience.

Additionally, the platform has recorded the secure signing and storage of more than 46,000 documents, which has streamlined data management considerably. 

Grimsey Wealth has fully harnessed myprosperity’s versatility, creating 2,351 rooms that have enhanced organisation and facilitated the efficient sharing of information. Kirsz points out the tremendous efficiency gains this has generated, noting that, 

“The team operates much more efficiently, resulting in significant internal time savings.” 

The biggest benefit has been to streamline and simplify the tax return process, with significant time savings. Kirsz quantifies this benefit, affirming, 

“At the very least, there’s a 15-minute saving on a tax return per client, and this quickly adds up for hundreds of clients.”

These gains, combined with the enhanced document signing experience, have led to a substantial reduction in the time previously spent on manual document standards. With over 3,000 documents digitally signed, it is evident that clients place their trust in myprosperity to safeguard their financial information and expedite essential processes. This level of reliability has fostered stronger client relationships, significantly contributing to the platform’s remarkable success. Kirsz further elaborates, noting that clients,

“Our clients have confidence in us throughout the document signing process.”

In essence, myprosperity has not only transformed how Grimsey Wealth interacts with its clients but has also redefined the efficiency and security of its financial management processes. 

The platform’s impressive adoption rates, robust and secure data management capabilities, and streamlined digital signature process have gone a long way to improve client and team engagement. 

Aris Liacopoulos

Head of Sales (Accounting)

Aris brings over 15 years experience in the Accounting Tech industry. His previous roles as Accountant at Webb & Co, Senior Consultant @ Banklink and then Sales and Account Management Leader at MYOB have all paved the way to his role of Head of Sales (Accounting) at myprosperity. Aris is dedicated to providing the right solution to his clients to help improve efficiencies and client experience.

myprosperity at Xerocon

myprosperity Takes on Xerocon 2023 in Sydney: Dive into the Future of Accounting and Innovation

In an ever-evolving digital landscape, there are a few events that truly encapsulate the spirit of innovation, community, and progress.

Among these, Xerocon holds a special place, serving as a vibrant confluence of tech gurus, accounting professionals, and visionaries. This year, myprosperity is thrilled to mark its presence at Xerocon 2023 in Sydney, and we can’t wait to immerse ourselves in the expansive spree of insights, discussions, and connections that this event promises.

Symphony of Community and Collaboration

Xerocon is not merely an event; it’s a movement.

At its heart, it revolves around the idea of building and strengthening the community. This ethos resonates deeply with us. We’ve always believed in the power of collaboration, in bringing together different minds and ideas to sculpt solutions that are not just functional but revolutionary.

myprosperity started as a platform to help put your client in the centre-focus of their life. Surrounding them with all the data and reference points they need to improve their wealth and well-being.

Along the way, we’ve built out and added more tools that help you collaborate with your client more efficiently, whilst also ensuring all their information is safe and secure online.

In today’s fragmented digital world, it’s easy to operate in silos.

However, real growth and real innovation stem from breaking these barriers, stepping out of our comfort zones, and embracing the collective genius of the community. Xerocon 2023 promises to be that platform where the cogs of tech, finance, and community mesh together, setting the wheels of progress into motion.

Diving into the Agenda: Where Tech Meets Tradition

While Xerocon’s entire agenda oozes with excitement, there are several items that have particularly caught our eye, especially those that orbit around areas of technology and innovation.

  1. AI and Machine Learning Workshops: Artificial Intelligence is no longer the future; it’s the present. The workshops dedicated to AI and machine learning are not just about the theoretical framework but how they’re tangibly reshaping the accounting and financial sector.The beauty of AI lies in its capacity to enhance human capabilities, not replace them. It’s this relationship between humans and machines that we’re eager to explore and integrate into our strategies.
  2. Blockchain’s Expanding Horizons: Initially introduced to the world as the backbone of cryptocurrencies, blockchain has spread its roots far and wide. Its potential in fostering transactional transparency and security is immense. The sessions focusing on blockchain hope to unveil how this technology can revolutionise accounting methodologies and ensure fraud prevention.
  3. The Power of the Cloud: The cloud is not just a storage solution; it’s a dynamic space that holds the key to scalability, efficiency, and innovation for modern businesses. myprosperity, with its commitment to top-tier solutions, has always championed cloud-driven strategies.Through the lens of Xerocon’s experts, we aim to delve deeper into optimising these solutions, ensuring our clients get the very best of what technology has to offer.
  4. Digital Payments – The New Normal: As we pivot to an increasingly cashless society, understanding the intricate tapestry of digital payments becomes crucial. Innovations in this sphere are relentless, ensuring transactions are not just swift but also secure.At Xerocon, we’re looking forward to a deep dive into these advancements, hoping to bring back insights that would elevate the user experience for our clientele.


The Team @ myprosperity

The Team @ myprosperity

A secure client portal



Rising Tide – Work out the “Why” for success!!!

Rising Tide Financial Services is located in the great state of Victoria. Providing financial plans and solutions surrounding tax, retirement, finance, and insurance. Matt Hale – Senior Financial Planner & Director takes some questions from us about his use of the myprosperity portal in his firm.

Interesting enough, Matt concedes to a less than fruitful initial launch of using myprosperity in 2017, as the missing element in his mind was not understanding the need for the business and his clients.

“We didn’t nail the WHY?”

Re-engaging with a fire for use in 2022 was important for the business, as Matt recalls, to collaborate with clients in a secure environment mostly using the Rooms feature.

Matt and his team had to make the decision to incorporate the portal in his processes after using it here and there. They committed to all new clients going forward to be onboarded through the portal and all existing clients would be added upon review or next service.

Digital fact finds through the system are now widely used with their traditional mortgage broking clients and their holistic financial planning clients.

“We’ve loved being able to transpose our licensee fact find in myprosperity”.

Along with digital forms, the Rising Tide team encourage clients to share documents through the portal as a secure way to ensure information is easily accessible. Rooms was the main feature to encompass the information where required. Stressing to his clients the WHY.

“A secure way to engage with Rising Tide and an efficient way for us to collect client info”.

Hoping to improve the client experience, as change management goes, everyday is a work in progress. Looking at the behind-the-scenes stats on their use of the portal, seems the Rising Tide team have started on the road to success with substantial increases in docs uploaded now from his start.

“This is a work in progress – it’s certainly helped us have one place to communicate (in a safe manner!)”

 When asked if he has any tips for other practices wanting to adopt myprosperity portal and App into their business, Matt says:

“Work out your ‘why’ – What issue are you trying to solve before committing. Software isn’t an answer when you don’t know the question.”

 We hope to help Matt and his team at Rising Tide continue their journey in providing their clients a secure portal to make collaboration seamless.

Karolina Kuszyk (KK)

Head of Wealth at myprosperity

Karolina brings over 15years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.

Finwest – A game-changer for the practice, delivering value to clients and streamlining processes

A conversation with Brett Crabb – Director of Finwest Wealth Management located in WA.

Beginning the firm’s journey with myprosperity in 2020, Brett tells us his focus for signing on was to give a client access to their wealth situation.

“myprosperity was clearly the best option available to fill this business need”

To ensure success, Brett understood the need for staff to be familiar with the benefits to be gained by their clients and the firm by using the portal. He allocated each staff member a Pro account to ensure they trial the portal for themselves and understand all it has to offer.

As the portal has many facets to it, Brett and his team implemented the Wealth section of the portal to begin with. Allowing clients getting comfortable with adding wealth and getting a visual snapshot of it without overwhelming them in other areas of the portal. Use will evolve over time!

During the firm’s review meetings, the Wealth area of the portal is the central focus to collect current data and have a better understanding of a client’s current financial state.

“myprosperity is therefore a key part of the process from the very start. We show the clients how wealth items can be linked for live data feeds and how we can obtain regular valuations for their properties and vehicles.  They key is getting the clients engaged so they can actively use the portal in their own time too.” 

Rather than spending valuable time during their meetings, Brett and his team utilise the digital fact finds for both new and existing clients.

As part of their onboarding of new clients, the team send a digital fact find as part of the invitation to the portal prior to an initial meeting.

Clients fill in as much as possible before a meeting making the advice process easier. Meetings are less about data collection and more on summary and advice.

“myprosperity is therefore a key part of the process from the very start”

With myprosperity’s enhanced Xplan integration, information gained from the fact find and client meeting is extracted to their Xplan system giving timely and relevant information with a click of a button.

“Our fact find process is now hugely simplified and it’s great to know the Xplan data is more up to date and relevant”

Having the digital fact find sent through the portal and using the integration with Xplan, Brett has seen processing time reduced. When asked about time savings Brett has achieved with using the portal, he admits it is currently at breakeven point as the processes have begun, but he is anticipating 15 min time savings per client. More than 25 hours per annum for 100 clients. Although saving the firm time is a bonus, Brett has not put a value on the client time savings and frustration experienced by clients with emails, printing and scanning ,etc.

“The time savings I see as a bonus for now as the key is providing an extra feature to our service offering that’s impressive and enhances the client’s engagement”

Brett’s clients are adapting well to the new portal and mobile use. It helps that the firm positions the portal as a vital tool to understand their wealth situation for making more informed decisions.

Brett explained the client experience has greatly improved as they take away something more tangible that reflects the value Brett and his team are offering.

When asked about tips Brett could offer for other firms wanting to integrate myprosperity, he noted the following:

  • Create a plan to offer a certain number of your clients to Pro version of myprosperity as part of your service package
  • You must drive the decision! Determine what clients you want to offer the Pro version to according to their revenue generated and expected level of engagement.  Don’t make the decision up to the client as take-up will be low.
  • Staff should know benefits and use

The myprosperity client portal has been a game-changer for his practice, delivering value to their clients and streamlining their processes. Brett and his team will continue to grow and expand their Pro user base, and eagerly anticipate unlocking the full potential of myprosperity’s custom branded app and mobile-first package.

By adopting myprosperity, you too can empower your clients and elevate your financial planning practice to new heights. Embrace the future of financial planning with myprosperity and watch your clients thrive.



Karolina Kuszyk (KK)

Head of Wealth at myprosperity

Karolina brings over 15years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.

Partnership Wealth – Implementing Efficiency and Security through myprosperity

From the beautiful coastal state of WA, Michael Harwood from Partnership Wealth shares his journey of implementation and use of myprosperity in his firm.

Partnership Wealth began with myprosperity in 2021. The journey began by focusing on document signing, as it was an effective way to get clients engaged with the portal and then introduce more features over time. Once they experienced the convenience and efficiency it brought, they expanded the use of the portal to encompass other areas such as document storage and sharing.

“Given how easy it is to sign, this comes back quicker with less follow up. Most clients find it much easier to sign this way (than print, sign, scan, email). That’s the initial big win from a client perspective”.

 Security was another key factor in introducing myprosperity to his clients. The security benefits of encryption, AWS storage onshore, read only data and ISO regulation while using the portal were essential.

“Portal for security and digital signatures are essentials these days. If you don’t have a portal, you have fallen behind.”

During implementation, Staff uptake is also a key in the success of change in processes. Michael felt that the immediately evident efficiencies gained made it a quick process to get staff to use it.

“Staff buy-in was easy, given it’s much easier than to chase paperwork from clients”.

 Further to the digital document signing success, Michael pointed out the ease of use on the client side made client buy in more successful too. The firm had a 92% client take-up.

Partnership Wealth have now evolved and have excelled in use, consolidating with clients now on a regular basis also using document storage and document sharing.

With even more drive to increase efficiencies, the firm is now adding focus of use to include client whole of wealth tracking. This will be a steady push with clients but will be effective.

His portal integration with Xplan has allowed asset and liabilities and other information to easily be adjusted in myprosperity and easily exported to Xplan without double handling the data.

” All updates are entered in MP then sent across to Xplan with a push of a button”

Michael feels it’s great to have clients securely logging into one app, rather than clicking on links in an email.

Next on the agenda is to incorporate the Rooms feature to better eliminate sensitive information being shared by email.

Partnership Wealth has had a steady and successful use of the portal and we are proud to have them in our myprosperity family!

Karolina Kuszyk (KK)

Head of Wealth at myprosperity

Karolina brings over 15years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.