Enhance your practice with an all-in-one client portal
Collaborate with your clients across all aspects of their financial lives while eliminating data double-handling.
myprosperity overview
myprosperity is a leading client portal solution to make it easier for accountants and advisors to collaborate with their clients across all aspects of their financial lives. By connecting myprosperity directly with APS Practice Management, firms will gain more functionality in the one platform. Client details in APS are automatically synced with myprosperity.
myprosperity key features
Easily create checklists
Use checklist templates or create your own to streamline jobs such as tax return.
Digital Signatures
Fast-track manual print and sign processes and enhance your client experience with digital signatures.
Automate reminders and assign to-dos
Ditch the email back and forth and always be on the same page as your clients with tailored automated reminders.
Invite stakeholders to collaborate
Create a Room for any job your client needs done and invite them, your team and even external stakeholders e.g. lawyers, brokers to collaborate.
Finish jobs and get paid faster
Get complete oversight of your outstanding tasks and process jobs more efficiently.
Identify new opportunities
Understand your clients’ financial needs and wants with Configurable Surveys and identify opportunities to offer additional services.
Category
Client Portal
Client Portal
Regions
AU
APS Modules
APS Practice Management
Website
myprosperity
Learn more
Request demo
Connect to myprosperity and automate the gathering of information.
Find out more information or request a demo tailored to your accounting practice needs.