Rooms is a place where Accountants can collaborate directly with clients and get the job done all in one place. This provides an amazing client experience without the back-and-forth emails. It also includes myprosperity’s digital form technology so information can be captured, stored and shared securely. With world-class digital signature capability, you can upload documents in seconds, as well as set and allocate tasks and reminders to get the job done faster.
We created this process map to help you get started with your clients in Rooms for their tax return. For support visit help.mpwealthportal.com
Chief Product Officer at myprosperity
Josh joins us from Pageup where he spent the last 2 years as Head of Product/Delivery. Previous to that Josh spent numerous years helping Xero, Carsales, NAB and IOOF as a consultant.