Why myprosperity

An all-in-one client portal that has innovative tools for tax preparation, collaboration and compliance to maximise business efficiencies and client engagement.

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Grow revenue

Discover opportunities in your client base with the portal’s in-built surveys, analytics and campaigns, designed to help you easily identify unmet needs and promote your services in a timely and targeted way.

Promote your digital brand

Get a branded desktop and mobile app for your firm and give clients 24/7 access to their entire financial world via your own digital client portal; provide a seamless and integrated digital experience.

Scale client engagement

From digital tax checklists to document signing, let myprosperity do the heavy lifting to streamline how you engage and collect data from your clients, allowing you to focus on the business of accounting.

Scale client engagement

From digital tax checklists to document signing, let myprosperity do the heavy lifting to streamline how you engage and collect data from your clients, allowing you to focus on the business of accounting.

Promote your digital brand

Get a branded desktop and mobile app for your firm and give clients 24/7 access to their entire financial world via your own digital client portal; provide a seamless and integrated digital experience.

We want to streamline everything that we do across the business. A big part of that focus is to use technology to allow a client to deliver data to us and with systems doing the heavy lifting and enabling that data to end up in a finished product.

Steven Meyn, Chairman of PKF Australia

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How it works

We’re going to show you how myprosperity works in 6 easy steps. Follow the timeline to see how it can fit in your workflow

Book a demo

1

Join as a partner

2

Import your existing client list

3

Connect your practice tools

4

Configure your branded app

5

Rollout your portal to your clients

6

Clients download app

1

Join as a partner

2

Import your existing client list

3

Connect your practice tools

4

Configure your branded app

5

Rollout your portal to your clients

6

Clients download app

Features

Discover the benefits of the most powerful
client portal for accountants and advisers.

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Document signing

Enable clients to digitally sign tax returns and engagement letters, anywhere, anytime and from any device. Signed documents are automatically stored in the portal, and can be accessed at any time.

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Digital Forms

Reimagine paper forms with this smart digital tool. Choose from our expertly designed tax checklists and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.

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Digital Forms

Reimagine paper forms with this smart digital tool. Choose from our expertly designed tax checklists and onboarding forms, or convert your paper forms to a branded digital form for use in your portal.

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Household balance sheet

Set clients up with their own balance sheet that is synced to live data feeds across their bank and Super accounts, as well as property assets and liabilities to maintain a real-time view of their entire financial position.

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Household P&L

Help clients stay on top of their finances by linking their bank accounts, loans and credit cards to see live data feeds across all entities. With tax tagging, auto coding for cashflow reporting and receipt capturing you can say goodbye to CSVs.

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Household P&L

Help clients stay on top of their finances by linking their bank accounts, loans and credit cards to see live data feeds across all entities. With tax tagging, auto coding for cashflow reporting and receipt capturing you can say goodbye to CSVs.

Watch video