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
Best Practice: Setting up clients for success
Tuesday 11 February 2025, 12 pm AEDT
Hosted by our fabulous training team we will explain how to best set up your clients for success.
We will look at ways to introduce a new way of collaboration plus adding clients and tailoring the portal to their needs.
Don’t miss out. Register now!
Previous sales webinars
Tax planning with myprosperity
Let myprosperity show you how to streamline EOFY tax planning for you and your clients, all within a single, secure online client portal accessible for your clients via desktop or a convenient native mobile app.
The session includes:
- Task management
- Digital Forms (i.e. tax checklists)
- eSigning
- Rooms
- Client portal – mobile app
Explore how we can help transform your EOFY preparations with this great hands-on webinar.
Guided tour of myprosperity
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
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
