Myprosperity
Accounting practice management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$279 per month +GST
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What is Myprosperity
Myprosperity is a client portal and practice workflow platform used by accounting and advisory firms to manage client interactions, documents, and recurring compliance work. It supports tasks such as onboarding, secure document exchange, e-signatures, and tracking jobs across a practice. The product is typically used by firms that want a single workspace for client collaboration and internal process management, with integrations into common accounting and document tools.
Client portal and collaboration
Myprosperity provides a centralized client portal for sharing documents, requesting information, and communicating with clients. This can reduce reliance on email for sensitive files and improve traceability of client requests. The portal model aligns with common practice-management needs where client-facing and internal work need to stay linked.
Workflow and job tracking
The platform supports managing recurring work (for example, compliance and periodic reporting) through jobs, tasks, and status tracking. This helps firms standardize processes and monitor progress across staff and clients. It fits firms that need a practice-level view of work in progress rather than only client-level bookkeeping.
Integrations for accounting firms
Myprosperity is positioned to connect with other systems used by accounting practices, such as accounting ledgers and document tools. Integrations can reduce duplicate data entry and keep client records consistent across systems. This is useful when firms operate a multi-application stack and need the portal/workflow layer to sit on top.
Integration depth varies
While integrations are a key part of the product’s value, the breadth and depth of specific connectors can vary by region and vendor ecosystem. Some firms may still need manual steps or third-party automation for edge cases. This is a common limitation when practice platforms must interoperate with many accounting, tax, and document systems.
Not a full accounting ledger
Myprosperity focuses on practice operations and client collaboration rather than serving as a general ledger or full bookkeeping system. Firms typically still require separate accounting software for transaction processing, payroll, and statutory reporting. Buyers expecting an all-in-one accounting suite may find the scope narrower.
Configuration and change management
Implementing standardized workflows, templates, and client portal processes usually requires upfront configuration and internal adoption work. Firms may need to redesign how they collect documents and manage client communications to realize benefits. Smaller teams with informal processes may find the setup effort disproportionate at first.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Connect | $279 per month +GST | White-labelled mobile app & desktop; generic digital forms; lead generation tools; branded marketing material; cloud document storage; includes 300 Starter client subscriptions and 5 Pro client subscriptions; 10 staff licences; 50GB client document storage; additional Pro clients $14.95 per client/month; 12-month partner commitment. |
| Enhance | $399 per month +GST | All Connect features plus customised digital forms, digital document signing, integrations, client surveys & analytics; includes 600 Starter client subscriptions and 10 Pro client subscriptions; 20 staff licences; 100GB storage; additional Pro clients $14.95 per client/month; 12-month partner commitment. |
| Accelerate | $749 per month +GST | All Enhance features plus expanded analytics and integrations; includes 1,000 Starter client subscriptions and 40 Pro client subscriptions; 30 staff licences; 200GB storage; additional Pro clients $14.95 per client/month; 12-month partner commitment. |
| Mobile First | $1,500 per month +GST (Contact us) | Full branded mobile app on Apple/Google stores, designated account manager, highest included client subscriptions (2,000 Starter / 100 Pro), 40 staff licences, 200GB storage, custom onboarding; 24-month partner commitment; contact sales for details. |
Compare — Client Subscriptions (from official pricing page):
| Client subscription type | Price |
|---|---|
| Starter (included in Partner plans) | Free (included in Partner plans) |
| Pro (per client) | $14.95 per user per month (exc. GST) |
Other official pricing notes:
- Additional document storage: $25 for additional 50GB bundles.
- Digital document signing allowances listed per plan (e.g., Enhance 1,200 p.a., Accelerate 3,000 p.a., Mobile First 5,000 p.a.).
- Partner plan commitments: 12 months for Connect/Enhance/Accelerate; 24 months for Mobile First.
