Login
iscover
Practice management software links with personal wealth platform.
Newsletter
APS adds myprosperity portal
04 July 2022
•
12 minute read
You’re out of free articles for this month
To continue reading the rest of this article, please log in.
Create free account to get unlimited news articles and more!
APS has added myprosperity portal to its practice management software, allowing accountants to collaborate with clients directly on documents including e-signatures.
APS said many of its client accounting and advisory firms were already using the myprosperity personal wealth platform and there was a natural alignment of their respective customer bases.
“Myprosperity is a fantastic addition for APS users to work even more efficiently with their clients,” said APS general manager Dave Francis.
“As this partnership brings client details into the myprosperity platform it eliminates unnecessary data entry – without the integration, a practice would need to enter their client’s email address and mobile number manually to access myprosperity features.”
Chief executive of myprosperity, Peter McCarthy, said there were mutual benefits in pairing the two products.
“We are delighted to launch the integration of our market-leading client portal with APS,” said Mr McCarthy. “The integration will provide an opportunity for leading accounting firms to drive efficiencies, increase revenue, and redefine the client experience.”
==
==
They said the partnership would offer multidisciplinary firms a single portal to collaborate across a variety of services such as wealth management, business advisory, self-managed super funds, tax and compliance.
Mr Francis said adding myprosperity into APS’ ecosystem marked an important step towards a fully connected application stack. The myprosperity application also paired with e-signature partners FuseWorks and Annature, and integrations were planned with BGL and FYI.
“Once activated, client details that are stored in APS will be shared to our integrated application stack, so any updates only need to be made once, then all the connected systems are updated automatically,” concluded Mr Francis.
Mr McCarthy said the ability to access myprosperity on a smartphone had given it an edge.
“Over the past two years we have seen an explosion in app usage, highlighting the need for accountants to deliver a client portal experience with a strong focus on mobile,” Mr McCarthy said.
“With approximately 70 per cent of current clients opting to collaborate with accountants via the myprosperity mobile app there has never been a better time for leading accounting firms to grow their digital brand.”
APS is an accounting division of ASX-listed company Reckon, which announced in May that it was selling the operation to the UK-based Access Group.
The sale is due to complete ahead in August and marks just the latest acquisition for the Access Group after it began expanding in the Asia Pacific last year.
Reckon retains its business and legal divisions following the sale.
You are not authorised to post comments.
Comments will undergo moderation before they get published.