Easily collaborate with
your clients

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

Loved by over 500 businesses

Benefits of MyProsperity

Collect information easier

With myprosperity, it’s easy to collect all the information you need to do a job for a client. You can:

  • Set tasks for clients so they know what information they need to provide
  • Create digital forms that clients can easily enter information into
  • Easily gather documents from clients via secure upload

Automate follow ups

Never follow up a client for missing documents or information again. myprosperity automatically sends reminders to clients when there’s something they haven’t provided.

Always know what needs to be done

Get an overview of outstanding tasks across all your clients so you know exactly what needs to be done, by whom and when.

Get jobs done quicker

By automating the collection of information and streamlining collaboration with your clients, you’ll get the job done quicker and ultimately get paid faster

Get started with myprosperity

Start free trial

Get started with a 14 day free trial and see how myprosperity can work for you

Get a free demo

Get a free demo to learn how myprosperity can help grow your firm