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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.
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
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