Why Rooms? 

Rooms is an interactive workspace inside myprosperity’s secure client portal where you can separate jobs or tasks. It makes secure collaboration, communication, and storage of client information simple.


  • Securely share documents in one place
  • Chat with your clients and make notes for all to view
  • Assign tasks including digital signing and digital Forms
  • See the status of tasks and set automatic reminders for you and your client
  • Invite other professionals to join a Room and collaborate securely 
  • Audit trail of all Room activity ensuring knowledge of who did what and when
  • Desktop and mobile access for easy client access


Never miss a thing. Keep track and record your conversations with clients on the go.

Digital forms

Our digital forms technology is built for ease, efficiency and security.

Sign Documents

Request eSignatures from clients for digital forms or documents, wherever your clients are.

“We use Rooms in probably 80% of our interactions with clients. Everything from onboarding to advice delivery to information sharing with stakeholders.“

– Leah Steele, Strategy First

Upload documents

Easy drag and drop lets you and your clients upload documents in seconds.

Set Tasks

Never lose track of where you’re at when you set and assign tasks.


Set and forget when you enable timed, automatic reminders.

Book a demo and discover how we can help transform your business.