Annature

Annature

by Annature

 

myprosperity and Annature deliver a seamless eSignature experience for you and your clients to securely share and sync documents across the two platforms. This integration gives users the ability to improve engagement and elevate customer satisfaction by leveraging the sophistication of the myprosperity platform with the power of a purpose-built digital signing tool Annature.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select Annature. Then follow the prompts, it takes just a few seconds to complete the set up. Find more information on integration setup here.

FuseSign

FuseSign
by FuseWorks

 

myprosperity and FuseSign deliver a seamless digital signature experience for you and your clients to securely share and sync documents across the two platforms. This integration allows our mutual clients and beyond the ability to leverage the sophistication of the myprosperity platform with the power of a purpose-built digital signing tool FuseSign.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select FuseSign. Then follow the prompts, it takes just a few seconds to complete the set up. Watch a tutorial here.

myprosperity and FuseSign deliver a seamless digital signature experience for you and your clients to securely share and sync documents across the two platforms. This integration allows our mutual clients and beyond the ability to leverage the sophistication of the myprosperity platform with the power of a purpose-built digital signing tool FuseSign.

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