For Accountants

Automate, collaborate and accelerate your practice with myprosperity

Automate the gathering of information

Ditch the back and forth emails, attachments, printing and signing, and bring it all together in one digital solution

Easily create checklists

Use checklist templates or create your own to streamline jobs such as tax returns

Eliminate data double-handling

myprosperity securely stores client data to pre-fill Digital Forms, allowing clients to quickly review and add in any missing pieces

Secure document upload and storage

An all-in-one place for document storage with bank-level 256 bit security

Automate reminders and assign to-dos

Ditch the email back and forth and always be on the same page as your clients with tailored automated reminders

An all-in-one place to collaborate on jobs

Work together with clients and their financial professionals in Rooms. Chat, upload documents, request signatures and create and assign tasks all in one place to get the job done

Invite stakeholders to collaborate

Create a Room for any job your client needs done and invite them, your team and even external stakeholders e.g. lawyers, brokers to collaborate.

Chat instantly

Avoid long email threads with instant messaging all in the one Room.

Everything in one place

Find all the relevant Documents, Checklists and To-Do’s for the job in one Room and assign tasks to clients and stakeholders.

Finish jobs and get paid faster

Get complete oversight of your outstanding tasks and process jobs more efficiently.

Notifications

Get notified the moment a client signs a form or uploads a document

Digital Signatures

Fast-track manual print and sign processes and enhance your client experience with digital signatures

Reminders

Never get lost in junk mail again with automated client follow-ups

Win new jobs with ease

Generate leads and help your clients do more with their finances by offering additional services.

Generate leads

Communicate all your services and generate leads with your white-labeled client portal

Identify new opportunities

Understand your clients’ financial needs and wants with Configurable Surveys and identify opportunities to offer additional services

Get notified when clients need you

Based on the data in myprosperity, get notified when clients may be in need of your services so you can reach out

Benefits of using myprosperity

Collect information easier

Get notified the moment a client signs a form or uploads a document

Automated follow ups

Enable tailored follow ups to quickly gather missing information from clients

Know what’s needed

Get complete oversight on what tasks need to be completed to get the job done

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Enhanced client experience

Offer your clients a familiar and easy-to-use portal to make engaging your services simple

Get paid faster

Increase efficiencies and job turnaround, so you get paid faster

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Work securely

Eliminate email data breaches with myprosperity’s bank-level security

Book a Demo

Get a personalised demonstration from one of our experts to see how myprosperity can help you

Book a Demo

Expert guided demonstration by the team at myprosperity