Webinars

Discover myprosperity’s full and extensive capability with webinars on the latest and best features and integrations to drive efficiencies and enhance your client experience.

 

 

Upcoming webinars

All about documents training webinar

Tax planning with myprosperity

Thursday 23 May 2024, 12 pm AEDT

 

Discover effortless tax planning this EOFY with myprosperity’s all-in-one secure client portal.

Streamline EOFY tax planning for you and your clients, all within a single, secure online platform accessible for your clients via desktop or convenient native mobile app.

During this webinar, we’ll demo how you can:

  • Simplify your workflow with automatic reminders, letting you set tasks and focus on more important matters.
  • Consolidate all documents and communications in one central location, eliminating the hassle of searching through multiple channels or email trails.
  • Accelerate document retrieval, signature collections, and information gathering using our client app, ensuring efficiency and convenience for both you and your clients.

Let the myprosperity client portal do the heavy lifting while you concentrate on delivering your exceptional service. Join us on Thursday, 23 May 23 2024, at noon (AEDT) to explore how our platform can help transform your EOFY preparations.

Can’t make it to the session? Don’t worry, we will be sending out the recording, so make sure to register to receive the link.

Secure your spot, register now!

 

All about documents training webinar

What’s new at myprosperity

Tuesday 4 June 2024, 12 pm AEDT

 

Hosted by our fabulous training team and with a special guest appearance from our Product Manager Kelvin Newton.

We will update you on the latest enhancements and demo the most relevant features. There is so much to cover but as always we’ll leave enough time for Q&A, so you can have all your questions answered.

If you want to know the latest updates, this webinar should not be missed!

 

Previous sales webinars

Guided tour of myprosperity

Discover how our all-in-one secure client portal can seamlessly take your client experience to the next level. Aris Liacopoulos, our Head of Sales (Accounting), is taking you on a guided tour. 

 

Unlock the secrets to a streamlined financial practice in 2024

We hosted Carolyn Bindon, a co-founder at Wealthmed Australia Pty Ltd, an established multi-disciplinary accounting and financial services practice, and MasterChef top 30 finalist. Carolyn is a seasoned professional in the financial advice industry, with over 40 years of experience. 

In this webinar, we reveal how to supercharge your practice by:
–  Overcoming key business challenges with smart practical solutions
–  Implementing practices for consistent growth and efficiency
–  Utilising myprosperity to streamline your operations for 2024
–  Leveraging technology to enhance operational efficiency and client engagement

Save 400 Hours for your team this tax season

Aris Liacopoulos and Trent Mclaren unpacked how our client Montgomery Kirsz, Director of Grimsey Wealth, managed to get back 400 hours this tax season. Since implementing myprosperity into their practice they have saved on average 15 minutes of time per tax return, and we are going to break it down for you. See how to supercharge your practice by:

  • Streamlining time-consuming tax return processes
  • Centralising scattered client data records
  • Implementing safe and secure storage of sensitive financial records