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

Spotlight on… OneSpan​

Tuesday 12 November 2024, 12 pm AEDT

 

Hosted by our fabulous training team we will be shining the spotlight on OneSpan, our default signing provider.

Discover all the features of OneSpan with some special tips and tricks along the way.

For those of you not currently using it, why not come along and see how it could save you money and be a great addition or even an alternative to your current signing provider.

Don’t miss out. Register now!

 

All about documents training webinar

Sneak peak: Multi-Factor Authentication enhancements coming soon…

Tuesday 26 November 2024, 12 pm AEDT

 

Hosted by our fabulous training team we will explain what the upcoming MFA changes mean for you and your clients.

Find out all you need to know before we launch on 30 November 2024.

Don’t miss out. Register today!

 

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.

Aris Liacopoulos, our Head of Sales (Accounting) hosts this webinar with great partner insights from Karen Kairouz, our Training & Onboarding Manager. 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

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