Secure client portal 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
Docusign eSignatures, included.
Industry-leading eSignatures, built into myprosperity at no extra cost.
Reduce costs, simplify your tech stack and streamline signing workflows, in one secure client portal.
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
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
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.
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
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
Work securely
Eliminate email data breaches with myprosperity’s bank-level security
Book a demo today
Discover how your firm can deliver a more secure, efficient and engaging client experience today.