Xero

Xero

by Xero

 

Xero provides a beautiful and easy-to-use cloud-based accounting software service for small businesses and their advisors around the world. Run your business on the go with a real-time view of your cashflow when you login from anywhere, anytime on your Mac, PC, tablet or phone. Get paid faster with online invoicing, and reconcile in seconds as Xero imports and categorises your latest bank transactions.

As an accountant, attention to detail is a top priority, so you’ll be happy to know that when you connect Xero with myprosperity it eliminates double handling of client details. Which means when you or your client updates their personal information like name, address, phone number or email address in Xero, it will automatically update in myprosperity and vice versa. A neat integration that automatically updates both systems whenever changes are made.

Unlock the most powerful client portal solution with myprosperity and Xero. Discover innovative tools for tax preparation, collaboration and compliance that maximises your business efficiencies and client engagement without the extra work.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select Xero Practice Manager. Then follow the prompts, it takes just a few seconds to complete the set up. Explore how to setup Xero

Class

Class

Class Super is a leading cloud based SMSF administration software used by accountants, administrators and advisers. Many firms across Australia rely on Class to quickly and efficiently administer thousands of SMSFs. Class streamlines SMSF administration, delivers automated solutions that enable a range of users to manage, administer and report from this single system.

As an accountant or SMSF specialist, you’ll be happy to know that when you connect Class with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF is linked, the client portal will reflect the information in Class such as their holdings, transactions and balances, and will be updated on a regular basis.

All clients can reap the integration benefits with Class, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and Class, and maximise efficiencies without the extra work.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select Class. Then follow the prompts, it takes just a few seconds to complete the set up. How do I set up Class Super Integration?

FYI

FYI

by FYI Docs

 

FYI delivers a step change in practice automation and efficiency with its secure document storage and signing at your fingertips. It’s a new generation document management platform developed for the modern practice ecosystem. Store every email, document and client interaction in the cloud and automate repetitive processes. Your practice will run smoothly and efficiently and achieve so much more.

Using the combined power of our two platforms, FYI users can invite their clients to sign or upload documents within myprosperity. They are notified to join the portal, where their documents can be signed, then automatically stored on both platforms – giving you and your clients 24/7 access to important documents.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select FYI. Then follow the prompts, it takes just a few seconds to complete the set up. Explore how to set up FYI Docs

BGL

BGL

by BGL

BGL delivers SMSF administration and corporate compliance management software solutions to businesses in many countries – all through its user-friendly and highly intelligent web applications, combining amazing UX with powerful technology.

As an accountant or SMSF specialist, you’ll be happy to know that when you connect BGL with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF or investment portfolio is linked, all current details on holdings, transactions and balances will be reflected in the myprosperity client portal, and is updated regularly.

All clients can enjoy the integration benefits with BGL, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and BGL, and maximise client engagement without the extra work.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select BGL. Then follow the prompts, it takes just a few seconds to complete the set up. How to set up your BGL Integration

Spotlight Reporting

Spotlight Reporting

by Spotlight Reporting

Spotlight Reporting provides the tools to see the big picture of client businesses and enhance the trusted advisor-client relationship. Spotlight has a suite of products that empowers decisions through powerful management reporting and forecasting. They aim to create insights to inform better business outcomes.

To integrate myprosperity into Spotlight reporting means streamlining wealth information and budgets into the reporting platform to give consolidated client personal and business data.
Once linked, the client portal will export wealth items and budget figures to Spotlight. You can choose what figures get exported as well as date ranges required. The integration ensures the data is synced regularly and only future adjustments will need to be imported.

The one way sync of information from myprosperity to Spotlight means advisers avoid double handling of data. Advisers are also better informed with a complete financial view of their clients – both business and personal data, helping to review, forecast, report and understand areas of potential financial risk.

Login to Spotlight and follow the instructions. Ensure you have your myprosperity login information to complete the authorisation and connection of the two platforms. It takes just a few seconds to complete the setup. Connecting to myprosperity

OneSpan Sign

OneSpan Sign

OneSpan specialises in digital identity and anti-fraud solutions that create exceptional and secure experiences. From risk-based adaptive authentication to digital identity verification, their next generation solutions are delivered on a cloud-based platform. The OneSpan Trusted Identity Platform makes it easy to integrate new and existing tools and technologies, to better detect fraud and improve the user experience.

This Integration is automatic once you are signed up to the appropriate subscription plan with myprosperity. Simply add clients and send any document to be signed electronically. The document will be sent securely and efficiently from the portal, removing time delays that conventional postal methods experience.

Clients have the option of signing via their desktop or the free while labeled myprosperity app that is made available to all clients. Signatures can be a quick, Click to Sign, Click to Initial or Capture Signature, which is widely regarded as industry accepted for most legal documents. Validation Certificates can be viewed if necessary to verify that the client has signed the form.

To integrate OneSpan into myprosperity, simply subscribe as a myprosperity Enhance subscription holder or above to use the feature in the portal. It takes no time at all to send a document to a client to sign. Uploading a document for digital signing.