Webinars

Cashflow set up

• Cashflow Review - Making the Cashflow feature work for your firm and your Clients 25th Oct 2022
• Learn how to make the Cashflow feature work for you and your clients

Client Management

• Effective communication: How to use the portal to effectively and efficiently communicate with your clients (8th Nov 2022)
• Client Engagement: Questions, Roadblocks, Solutions (Sept 20th 2022)
• The Portal from a Client Perspective ( July 12th 2022)
• Staying Organised with Rapid To-dos & more
• Insurance, goals and reports
• Explore best practices for using the client management feature including your client list, to-dos and goals

Digital Forms

• Get Digital in the Portal ( 2nd Aug 2022)
• Digital Forms and Rooms

Digital Signatures

• Discover how easy it is to request e-signatures from your clients in the portal

Documents

• Doc Signing & Evidence Summaries - New & Improved (Aug 30th 2022)
• All about documents (5th Oct 2021)

Integrations

• What's New -myprosperity & Xplan Integration Enhancements (Jan 31st 2023)
• Power up your automation with Document Storage Integrations (Nov 16th 2021)
• Discover how to use integrations to increase practice efficiencies

Lead generation

• Expert advice on using the portal to enhance your client relationships and extend your services

Mobile app

• Adding Value with the Mobile App
• Learn how to set up and configure your mobile app

Onboarding clients

• Implementing a Secure, User-Friendly Client Portal with myprosperity
• Best practices for client onboarding
• Change Management - Tackling onboarding for success ! (23 Aug 2022)
• Client Engagement Strategies for tech-led firms
• Helpful guides on setting up admin, configuring, security, staff and integrations.
• Onboarding workflow for tax time

Rooms

• Re-Imagining the advice process: Introducing Rooms (15th Nov 2021)
• Rooms for Accountants Webinar - Tax time
• Rooms for Advisers webinar - Onboarding